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Legacy Wealth Management, LLC: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Wealth Management, LLC on SCHA, newest first. How the timeline and the estimate are built.

Legacy Wealth Management, LLC held 732,766 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 732,766 shares
    Change vs previous 13F -81,682 shares

    1.39% of the 13F portfolio, value $26,474,849.

    13F-HR 0001488921-26-000004 filed by Legacy Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 814,448 shares
    Change vs previous 13F -31,751 shares

    1.38% of the 13F portfolio, value $23,684,153.

    13F-HR 0001488921-26-000002 filed by Legacy Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 846,199 shares
    Change vs previous 13F -44,489 shares

    1.39% of the 13F portfolio, value $24,099,736.

    13F-HR 0001488921-26-000001 filed by Legacy Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 890,688 shares
    Change vs previous 13F -239,115 shares

    1.46% of the 13F portfolio, value $24,850,187.

    13F-HR 0001085146-25-005904 filed by Legacy Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,129,803 shares
    Change vs previous 13F +20,292 shares

    1.78% of the 13F portfolio, value $28,584,025.

    13F-HR 0001085146-25-003950 filed by Legacy Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,109,511 shares
    Change vs previous 13F +30,077 shares

    1.73% of the 13F portfolio, value $25,995,845.

    13F-HR 0001085146-25-002331 filed by Legacy Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,079,434 shares
    Change vs previous 13F +528,836 shares

    1.79% of the 13F portfolio, value $27,914,166.

    13F-HR 0001085146-25-000375 filed by Legacy Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 550,598 shares
    Change vs previous 13F not available

    1.84% of the 13F portfolio, value $28,355,789.

    13F-HR 0001085146-24-005129 filed by Legacy Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).