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Disclosed positions
Legacy Financial Strategies, LLC: source evidence dated 2026-07-22T03:59:59.999Z.
- Issuer
- SCHWAB STRATEGIC TR
- Ticker
- SCHG
- Class
- US LCAP GR ETF
- Reported value
- $99,392,550
- Reported amount
- 2,937,132
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001723925-26-000008Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
Scroll sideways to compare all columns. Select a heading to sort.
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | $99,392,550 | 2,937,132 | SH | None |
| SCHWAB STRATEGIC TR | SCHB | US BRD MKT ETF | $77,189,401 | 2,665,380 | SH | None |
| ISHARES TR | AGG | CORE US AGGBD ET | $45,370,205 | 458,378 | SH | None |
| AMERICAN CENTY ETF TR | AVLV | US LARGE CAP VLU | $44,435,333 | 487,176 | SH | None |
| AMERICAN CENTY ETF TR | AVDE | INTL EQT ETF | $43,143,974 | 483,677 | SH | None |
| ISHARES TR | IGM | EXPND TEC SC ETF | $41,834,328 | 255,742 | SH | None |
| ISHARES TR | DGRO | CORE DIV GRWTH | $31,711,595 | 418,414 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $19,904,825 | 53,791 | SH | None |
| AMERICAN CENTY ETF TR | SDSI | SHORT DURTN STRG | $16,950,833 | 330,104 | SH | None |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $13,866,026 | 437,276 | SH | None |
| VANECK ETF TRUST | SMH | SEMICONDUCTR ETF | $12,379,572 | 18,874 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $10,845,005 | 54,201 | SH | None |
| APPLE INC | AAPL | COM | $9,254,998 | 31,984 | SH | None |
| INVESCO EXCH TRADED FD TR II | SPMO | S&P 500 MOMNTM | $7,833,902 | 48,495 | SH | None |
| ISHARES TR | MUB | NATIONAL MUN ETF | $7,753,190 | 72,042 | SH | None |
| CATERPILLAR INC | CAT | COM | $6,978,847 | 6,554 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $6,386,293 | 8,552 | SH | None |
| ISHARES TR | IJR | CORE S&P SCP ETF | $5,821,674 | 39,253 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $5,055,160 | 7,360 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $4,843,275 | 9,679 | SH | None |
| WALMART INC | WMT | COM | $3,709,432 | 32,751 | SH | None |
| AFLAC INC | AFL | COM | $3,657,796 | 31,197 | SH | None |
| MICROSOFT CORP | MSFT | COM | $3,595,216 | 9,638 | SH | None |
| CINCINNATI FINL CORP | CINF | COM | $3,376,537 | 18,238 | SH | None |
| LINDE PLC | LIN | SHS | $3,305,034 | 6,369 | SH | None |
| SHERWIN WILLIAMS CO | SHW | COM | $3,264,960 | 9,482 | SH | None |
| AMAZON COM INC | AMZN | COM | $3,209,213 | 13,465 | SH | None |
| ATMOS ENERGY CORP | ATO | COM | $3,131,979 | 18,181 | SH | None |
| NEXTERA ENERGY INC | NEE | COM | $3,058,471 | 34,846 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $3,036,886 | 8,498 | SH | None |
| NORDSON CORP | NDSN | COM | $3,028,478 | 10,038 | SH | None |
| CINTAS CORP | CTAS | COM | $3,023,871 | 17,779 | SH | None |
| WW GRAINGER INC | GWW | COM | $2,854,212 | 2,098 | SH | None |
| HENRY JACK & ASSOC INC | JKHY | COM | $2,842,954 | 20,640 | SH | None |
| LOWES COS INC | LOW | COM | $2,737,982 | 12,418 | SH | None |
| FASTENAL CO | FAST | COM | $2,646,468 | 55,100 | SH | None |
| BROADCOM INC | AVGO | COM | $2,555,143 | 6,764 | SH | None |
| NEW YORK LIFE INVTS ACTIVE E | MMIT | MACKAY MUN INTER | $2,503,026 | 102,794 | SH | None |
| AUTOMATIC DATA PROCESSING IN | ADP | COM | $2,463,203 | 10,999 | SH | None |
| MICRON TECHNOLOGY INC | MU | COM | $2,315,015 | 2,006 | SH | None |
| ISHARES TR | IUSV | CORE S&P US VLU | $2,282,418 | 20,721 | SH | None |
| ECOLAB INC | ECL | COM | $2,197,125 | 7,886 | SH | None |
| MCDONALDS CORP | MCD | COM | $2,121,059 | 7,847 | SH | None |
| BROWN & BROWN INC | BRO | COM | $2,086,860 | 32,531 | SH | None |
| CROWDSTRIKE HLDGS INC | CRWD | CL A | $2,014,690 | 2,640 | SH | None |
| NUCOR CORP | NUE | COM | $2,009,873 | 9,023 | SH | None |
| ABBOTT LABORATORIES | ABT | COM | $1,938,194 | 21,360 | SH | None |
| TESLA INC | TSLA | COM | $1,896,906 | 4,510 | SH | None |
| ADVANCED MICRO DEVICES INC | AMD | COM | $1,879,244 | 3,235 | SH | None |
| ILLINOIS TOOL WKS INC | ITW | COM | $1,865,634 | 6,898 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.