Legend Financial Advisors, Inc. SCHG — SCHWAB STRATEGIC TR US LCAP GR ETF

Ownership history in Legend Financial Advisors, Inc.  ·  27 quarters on record

AI Ownership Summary

Legend Financial Advisors, Inc. reported SCHWAB STRATEGIC TR US LCAP GR ETF (SCHG) in 27 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.62% in 2024 Q4. The latest visible filing shows SCHG at 0.29% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SCHG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Legend Financial Advisors, Inc.'s position in SCHWAB STRATEGIC TR US LCAP GR ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SCHG was reported at 0.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.62% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SCHG stock page Legend Financial Advisors, Inc. fund profile Legend Financial Advisors, Inc. full holdings
How Legend Financial Advisors, Inc. held SCHG — position size vs. price
% of Fund (quarterly)    SCHG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 15,257 -8,140 -34.8% 0.29% $444K 2026-04-24 $32.92
2025 Q4 REDUCED — — — 23,397 -1,167 -4.8% 0.46% $763K 2026-01-23 $32.27
2025 Q3 UNCHANGED — — — 24,564 — 0% 0.48% $784K 2025-11-04 $32.85
2025 Q2 REDUCED — — — 24,564 -686 -2.7% 0.48% $718K 2025-07-16 $29.48
2025 Q1 REDUCED 20.3% +16.8% ❌ 25,250 -6,416 -20.3% 0.46% $632K 2025-05-14 $27.48
2024 Q4 ADDED — — — 31,666 +23,467 +286.2% 0.62% $883K 2025-01-07 $27.97
2024 Q3 UNCHANGED — — — 8,199 — 0% 0.59% $854K 2024-10-18 $26.39
2024 Q2 UNCHANGED — — — 8,199 — 0% 0.59% $827K 2024-07-26 $24.39
2024 Q1 UNCHANGED — — — 8,199 — 0% 0.55% $760K 2024-04-17 $22.17
2023 Q4 REDUCED 9.5% +12.0% ❌ 8,199 -863 -9.5% 0.55% $680K 2024-01-31 $21.08
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SCHG

As of 2026 Q1 — sorted by position size

HRC WEALTH MANAGEMENT, LLC 30.96% Northern Capital Management, Inc. 3Y 25.72% Golden Reserve Retirement LLC 24.41% Thrive Wealth Management, LLC 3Y 23.09% RMG Wealth Management LLC 21.33% Persium Advisors, LLC 18.6% Marquette Asset Management, LLC 3Y 7Y 18.58% Serenity Investment Advisors 18.32% Midwest Capital Advisors, LLC 17.58% SOUTHERN MICHIGAN BANK & TRUST 17.24%

FAQ About Legend Financial Advisors, Inc. and SCHG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Legend Financial Advisors, Inc. reported owning SCHG?

Legend Financial Advisors, Inc. reported SCHG across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SCHG position in Legend Financial Advisors, Inc.'s portfolio?

The largest reported portfolio weight for SCHG was 0.62% in 2024 Q4.

What is the latest reported SCHG position on this page?

The most recent filing on this page is 2026 Q1, when Legend Financial Advisors, Inc. reported 15,257 shares, equal to 0.29% of portfolio, with an estimated market value of $444K.

What does the chart on this SCHG ownership page compare?

The chart compares Legend Financial Advisors, Inc.'s quarterly SCHG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Legend Financial Advisors, Inc. time their SCHG position?

Based on 13F filing dates vs. subsequent SCHG price moves, Legend Financial Advisors, Inc. correctly timed 5 out of 20 reported position changes (25%). The annualised alpha on SCHG relative to SPY over the holding period was +2.9%.

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