Legacy Wealth Management, LLC

Position in SCHK — Schwab 1000 Index ETF

CIK 1488921 MEMPHIS, TN

All Filings in SCHK

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 SCHK	$187,996,949	6,000,541	-1.9%	Shares	Sole	2026-04-23
2025-12-31 SCHK	$200,656,230	6,117,568	-3.8%	Shares	Sole	2026-01-21
2025-09-30 SCHK	$204,335,716	6,361,635	-4.3%	Shares	Sole	2025-10-10
2025-06-30 SCHK	$198,312,780	6,650,328	-3.5%	Shares	Sole	2025-07-17
2025-03-31 SCHK	$185,573,773	6,893,528	-1.1%	Shares	Sole	2025-04-25
2024-12-31 SCHK	$197,339,780	6,970,674	+94.0%	Shares	Sole	2025-01-21
2024-09-30 SCHK	—	3,592,809	-1.5%	Shares	Sole	2024-10-25
2024-06-30 SCHK	—	3,646,598	-1.0%	Shares	Sole	2024-07-12
2024-03-31 SCHK	—	3,683,412	-57.2%	Shares	Sole	2024-04-12
2023-12-31 SCHK	—	8,613,960	+0.0%	Shares	Sole	2024-01-23
2023-09-30 SCHK	—	8,613,125	-0.6%	Shares	Sole	2023-10-25
2023-06-30 SCHK	—	8,662,174	-0.3%	Shares	Sole	2023-07-18
2023-03-31 SCHK	—	8,685,492	+3.9%	Shares	Sole	2023-04-11
2022-12-31 SCHK	—	8,357,876	-7.6%	Shares	Sole	2023-01-18
2022-09-30 SCHK	—	9,040,638	+80.4%	Shares	Sole	2022-10-12
2022-06-30 SCHK	—	5,010,884	+4.3%	Shares	Sole	2022-07-22
2022-03-31 SCHK	—	4,805,853	-2.5%	Shares	Sole	2022-04-27
2021-12-31 SCHK	—	4,931,121	+2.9%	Shares	Sole	2022-01-19
2021-09-30 SCHK	—	4,790,079	+1.3%	Shares	Sole	2021-10-15
2021-06-30 SCHK	—	4,730,400	+0.3%	Shares	Sole	2021-07-14
2021-03-31 SCHK	—	4,718,046	-11.5%	Shares	Sole	2021-04-20
2020-12-31 SCHK	—	5,332,147	+0.5%	Shares	Sole	2021-01-29
2020-09-30 SCHK	—	5,305,831	-0.6%	Shares	Sole	2020-10-14
2020-06-30 SCHK	—	5,339,235	-19.1%	Shares	Sole	2020-07-28
2020-03-31 SCHK	—	6,602,267	—	Shares	Sole	2020-04-09
No filing history on record for this holder in this stock.