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Schwab Strategic Tr cmn shares owned by Legacy Financial Group

Quarter-by-quarter ownership of Schwab Strategic Tr cmn (SCHV) shares owned by Legacy Financial Group from 13F filings

Historical chart of Legacy Financial Group investment in Schwab Strategic Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr cmn held by Legacy Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr cmn by Legacy Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $208k 6.6k 31.59
2025-06-30 $383k 14k 27.67
2025-03-31 $372k 14k 26.58
2024-12-31 $357M 14k 26069.81
2023-09-30 $7.0M 108 64462.96

More positions owned by Legacy Financial Group

Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO)
Ft Vest Laddered Deep Buffer Etf Etf (BUFD)
Ishares Core S&p U.s. Growth Etf Etf (IUSG)
State Street Spdr S&p Dividend Etf Etf (SDY)
Vanguard Small-cap Etf Etf (VB)
Essential 40 Stock Etf Etf (ESN)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Ishares Flexible Income Active Etf Etf (BINC)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Ishares S&p 500 Value Etf Etf (IVE)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Ishares Core S&p 500 Etf Etf (IVV)
Ishares S&p 500 Growth Etf Etf (IVW)
Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR)
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)

View all positions for Legacy Financial Group

Top funds holding Schwab Strategic Tr cmn

Financial Engines Advisors L.L.C
Sei Investments
Mather Group
Envestnet Asset Management
Advisor Group Holdings
Honkamp Krueger Financial Services
Mariner Wealth Advisors
Vantagepoint Investment Advisers
Wealth Enhancement Advisory Services
Valpey Financial Services
Moneta Group Investment Advisors
Betterment
Gemmer Asset Management
Cetera Investment Advisers
LPL Financial

View all funds holding Schwab Strategic Tr cmn