Schwab U S Broad Market ETF shares owned by Legacy Financial Strategies
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Legacy Financial Strategies
from 13F filings
Historical chart of Legacy Financial Strategies investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Legacy Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $69M | 2.7M | 25.71 |
| 2025-06-30 | $61M | 2.5M | 23.83 |
| 2025-03-31 | $54M | 2.5M | 21.53 |
| 2024-12-31 | $54M | 2.4M | 22.66 |
| 2024-09-30 | $51M | 766k | 66.52 |
| 2024-06-30 | $39M | 620k | 63.61 |
| 2024-03-31 | $36M | 596k | 61.05 |
| 2023-12-31 | $32M | 582k | 55.67 |
| 2023-09-30 | $29M | 572k | 50.67 |
| 2023-06-30 | $27M | 520k | 51.70 |
| 2023-03-31 | $25M | 511k | 47.85 |
| 2022-12-31 | $22M | 497k | 44.81 |
| 2022-09-30 | $21M | 495k | 41.99 |
| 2022-06-30 | $21M | 485k | 44.19 |
| 2022-03-31 | $25M | 475k | 53.39 |
| 2021-12-31 | $26M | 226k | 113.01 |
| 2021-09-30 | $23M | 224k | 103.86 |
| 2021-06-30 | $23M | 218k | 104.27 |
| 2021-03-31 | $20M | 207k | 96.71 |
| 2020-12-31 | $24M | 261k | 90.99 |
| 2020-09-30 | $21M | 260k | 79.64 |
| 2020-06-30 | $19M | 264k | 73.47 |
| 2020-03-31 | $16M | 258k | 60.43 |
| 2019-12-31 | $17M | 221k | 76.88 |
| 2019-09-30 | $21M | 285k | 72.59 |
| 2019-06-30 | $20M | 279k | 71.84 |
| 2019-03-31 | $17M | 251k | 68.05 |
| 2018-12-31 | $14M | 228k | 59.93 |
| 2018-09-30 | $11M | 166k | 65.47 |
| 2018-06-30 | $11M | 161k | 65.99 |
| 2018-03-31 | $618k | 9.7k | 63.78 |
| 2017-12-31 | $480k | 7.4k | 64.53 |
More positions owned by Legacy Financial Strategies
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