Schwab Strategic Tr us aggregate b shares owned by Legacy Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Legacy Wealth Management
from 13F filings
Historical chart of Legacy Wealth Management investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Legacy Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $542k | 24k | 22.70 |
| 2024-09-30 | $512k | 11k | 47.52 |
| 2024-06-30 | $576k | 13k | 45.58 |
| 2024-03-31 | $542k | 12k | 46.00 |
| 2023-12-31 | $603k | 13k | 46.62 |
| 2023-09-30 | $320k | 7.2k | 44.23 |
| 2023-06-30 | $296k | 6.4k | 46.16 |
| 2023-03-31 | $306k | 6.5k | 46.91 |
| 2022-12-31 | $442k | 9.7k | 45.65 |
| 2022-09-30 | $320k | 7.1k | 45.24 |
| 2022-06-30 | $3.6M | 74k | 47.86 |
| 2022-03-31 | $29M | 580k | 50.57 |
| 2021-12-31 | $241k | 4.5k | 53.96 |
| 2021-09-30 | $289k | 5.3k | 54.23 |
| 2021-06-30 | $212k | 3.9k | 54.55 |
| 2016-12-31 | $127k | 2.5k | 51.50 |
Top funds holding Schwab Strategic Tr us aggregate b
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