Legacy Solutions, LLC Schwab Strategic Tr Us Dividen Transaction History
Legacy Solutions, LLC
- $90.8 Billion
- Q1 2025
A detailed history of Legacy Solutions, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Legacy Solutions, LLC holds 13,846 shares of SCHD stock, worth $381,872. This represents 0.43% of its overall portfolio holdings.
Number of Shares
13,846
Previous 13,700
1.07%
Holding current value
$381,872
Previous $374 Million
3.43%
% of portfolio
0.43%
Previous 0.41%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,954Shares Held
848MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.37 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$785 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$740 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$717 Million4.56% of portfolio