SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

Legacy Financial Strategies, LLC's Holding History (CIK: 0001723925)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 2,853,067 Value ($000) $93,067 Avg Close Range
Q3 2025
Shares 2,909,284 Value ($000) $92,835 Avg Close Range
Q2 2025
Shares 2,959,493 Value ($000) $86,447 Avg Close Range
Q1 2025
Shares 2,869,487 Value ($000) $71,852 Avg Close Range
Q4 2024
Shares 2,749,443 Value ($000) $76,544 Avg Close Range
Q3 2024
Shares 663,017 Value ($000) $69,073 Avg Close Range
Q2 2024
Shares 698,888 Value ($000) $72,146 Avg Close Range
Q1 2024
Shares 675,999 Value ($000) $62,679 Avg Close Range
Q4 2023
Shares 661,542 Value ($000) $54,882 Avg Close Range
Q3 2023
Shares 649,549 Value ($000) $49,554 Avg Close Range
Q2 2023
Shares 666,337 Value ($000) $49,942 Avg Close Range
Q1 2023
Shares 645,728 Value ($000) $42,082 Avg Close Range
Q4 2022
Shares 500,121 Value ($000) $27,787 Avg Close Range
Q3 2022
Shares 485,210 Value ($000) $27,080 Avg Close Range
Q2 2022
Shares 465,924 Value ($000) $27,019 Avg Close Range
Q1 2022
Shares 444,218 Value ($000) $33,236 Avg Close Range
Q4 2021
Shares 211,577 Value ($000) $34,646 Avg Close Range
Q3 2021
Shares 210,289 Value ($000) $31,142 Avg Close Range
Q2 2021
Shares 203,967 Value ($000) $29,771 Avg Close Range
Q1 2021
Shares 195,255 Value ($000) $25,340 Avg Close Range
Q4 2020
Shares 160,340 Value ($000) $20,589 Avg Close Range
Q3 2020
Shares 158,029 Value ($000) $18,200 Avg Close Range
Q2 2020
Shares 115,565 Value ($000) $11,734 Avg Close Range
Q1 2020
Shares 106,898 Value ($000) $8,514 Avg Close Range
Q4 2019
Shares 88,446 Value ($000) $8,218 Avg Close Range
Q3 2019
Shares 72,356 Value ($000) $6,267 Avg Close Range
Q2 2019
Shares 58,303 Value ($000) $4,983 Avg Close Range
Q1 2019
Shares 51,819 Value ($000) $4,116 Avg Close Range
Q4 2018
Shares 36,948 Value ($000) $2,547 Avg Close Range
Q3 2018
Shares 4,012 Value ($000) $300 Avg Close Range
Q2 2018
Shares 8,907 Value ($000) $675 Avg Close Range
Q1 2018
Shares 10,715 Value ($000) $768 Avg Close Range
Q4 2017
Shares 11,136 Value ($000) $787 Avg Close Range