Schwab U S Broad Market ETF shares owned by Legacy Private Trust
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Legacy Private Trust
from 13F filings
Historical chart of Legacy Private Trust investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Legacy Private Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $34M | 1.3M | 25.71 |
| 2025-06-30 | $33M | 1.4M | 23.83 |
| 2025-03-31 | $25M | 1.2M | 21.53 |
| 2024-12-31 | $33M | 1.5M | 22.70 |
| 2024-09-30 | $32M | 474k | 66.52 |
| 2024-06-30 | $30M | 483k | 62.87 |
| 2024-03-31 | $30M | 483k | 61.05 |
| 2023-12-31 | $27M | 490k | 55.67 |
| 2023-09-30 | $24M | 481k | 49.85 |
| 2023-06-30 | $25M | 484k | 51.70 |
| 2023-03-31 | $22M | 466k | 47.85 |
| 2022-12-31 | $22M | 489k | 44.81 |
| 2022-09-30 | $20M | 483k | 41.99 |
| 2022-06-30 | $22M | 493k | 44.19 |
| 2022-03-31 | $24M | 454k | 53.39 |
| 2021-12-31 | $26M | 231k | 113.01 |
| 2021-09-30 | $24M | 232k | 103.86 |
| 2021-06-30 | $24M | 231k | 104.27 |
| 2021-03-31 | $23M | 233k | 96.71 |
| 2020-12-31 | $22M | 239k | 90.99 |
| 2020-09-30 | $19M | 236k | 79.64 |
| 2020-06-30 | $17M | 234k | 73.47 |
| 2020-03-31 | $7.9M | 130k | 60.43 |