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Legacy Wealth Management, LLC: SCHZ position timeline

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

Legacy Wealth Management, LLC held 46,343 SCHZ 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 46,343 shares
    Change vs previous 13F +5,575 shares

    0.06% of the 13F portfolio, value $1,071,914.

    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 40,768 shares
    Change vs previous 13F +10,693 shares

    0.06% of the 13F portfolio, value $946,633.

    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 30,075 shares
    Change vs previous 13F -1,503 shares

    0.04% of the 13F portfolio, value $702,853.

    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 31,578 shares
    Change vs previous 13F +1,732 shares

    0.04% of the 13F portfolio, value $741,136.

    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 29,846 shares
    Change vs previous 13F -9,501 shares

    0.04% of the 13F portfolio, value $693,621.

    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 39,347 shares
    Change vs previous 13F +15,455 shares

    0.06% of the 13F portfolio, value $911,277.

    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 23,892 shares
    Change vs previous 13F +13,128 shares

    0.03% of the 13F portfolio, value $542,348.

    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 10,764 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $511,505.

    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).