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Legacy Wealth Management, LLC: SCHB position timeline

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

Legacy Wealth Management, LLC held 41,259 SCHB 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 41,259 shares
    Change vs previous 13F +456 shares

    0.06% of the 13F portfolio, value $1,194,861.

    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 40,803 shares
    Change vs previous 13F +2,782 shares

    0.06% of the 13F portfolio, value $1,024,155.

    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 38,021 shares
    Change vs previous 13F -440 shares

    0.06% of the 13F portfolio, value $997,291.

    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 38,461 shares
    Change vs previous 13F +674 shares

    0.06% of the 13F portfolio, value $988,832.

    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 37,787 shares
    Change vs previous 13F +854 shares

    0.06% of the 13F portfolio, value $900,464.

    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 36,933 shares
    Change vs previous 13F +12 shares

    0.05% of the 13F portfolio, value $795,167.

    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 36,921 shares
    Change vs previous 13F +24,492 shares

    0.05% of the 13F portfolio, value $838,107.

    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 12,429 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $826,777.

    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).