Schwab U S Broad Market ETF shares owned by Legacy Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Legacy Wealth Management
from 13F filings
Historical chart of Legacy Wealth Management investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Legacy Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $879k | 14k | 61.05 |
| 2023-12-31 | $886k | 16k | 55.67 |
| 2023-09-30 | $802k | 16k | 49.85 |
| 2023-06-30 | $870k | 17k | 51.70 |
| 2023-03-31 | $826k | 17k | 47.85 |
| 2022-12-31 | $718k | 16k | 44.81 |
| 2022-09-30 | $649k | 16k | 41.98 |
| 2022-06-30 | $538k | 12k | 44.19 |
| 2022-03-31 | $588k | 11k | 53.39 |
| 2021-12-31 | $644k | 5.7k | 113.08 |
| 2021-09-30 | $580k | 5.6k | 103.91 |
| 2021-06-30 | $503k | 4.8k | 104.23 |
| 2021-03-31 | $398k | 4.1k | 96.65 |
| 2020-12-31 | $393k | 4.3k | 91.06 |
| 2020-09-30 | $311k | 3.9k | 79.74 |
| 2020-06-30 | $305k | 4.2k | 73.48 |
| 2020-03-31 | $285k | 4.7k | 60.38 |
| 2019-12-31 | $614k | 8.0k | 76.87 |
| 2019-09-30 | $540k | 7.6k | 70.98 |
| 2019-06-30 | $487k | 6.9k | 70.53 |
| 2019-03-31 | $483k | 7.1k | 68.11 |
| 2018-12-31 | $6.2M | 104k | 59.93 |
| 2018-09-30 | $413k | 5.9k | 70.31 |
| 2018-06-30 | $367k | 5.6k | 66.00 |
| 2018-03-31 | $320k | 5.0k | 63.87 |
| 2017-12-31 | $283k | 4.4k | 64.60 |
| 2017-06-30 | $218k | 3.7k | 58.43 |
| 2017-03-31 | $205k | 3.6k | 57.09 |
| 2016-12-31 | $234k | 4.3k | 54.18 |
| 2016-09-30 | $211k | 4.0k | 52.41 |