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Legacy Wealth Management, LLC: SCHX position timeline

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

Legacy Wealth Management, LLC held 2,158,489 SCHX 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 2,158,489 shares
    Change vs previous 13F -124,960 shares

    3.32% of the 13F portfolio, value $63,524,345.

    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 2,283,449 shares
    Change vs previous 13F +77,273 shares

    3.41% of the 13F portfolio, value $58,547,644.

    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 2,206,176 shares
    Change vs previous 13F -76,081 shares

    3.42% of the 13F portfolio, value $59,368,208.

    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 2,282,257 shares
    Change vs previous 13F -61,369 shares

    3.54% of the 13F portfolio, value $60,114,649.

    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 2,343,626 shares
    Change vs previous 13F +35,227 shares

    3.56% of the 13F portfolio, value $57,278,219.

    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 2,308,399 shares
    Change vs previous 13F +66,784 shares

    3.4% of the 13F portfolio, value $50,969,450.

    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 2,241,615 shares
    Change vs previous 13F +1,464,503 shares

    3.34% of the 13F portfolio, value $51,960,636.

    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 777,112 shares
    Change vs previous 13F not available

    3.42% of the 13F portfolio, value $52,727,049.

    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).