Family Legacy Financial Solutions, LLC Schwab Strategic Tr Us Dividen Transaction History
Family Legacy Financial Solutions, LLC
- $131 Billion
- Q3 2025
A detailed history of Family Legacy Financial Solutions, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Family Legacy Financial Solutions, LLC holds 2,002 shares of SCHD stock, worth $53,193. This represents 0.04% of its overall portfolio holdings.
Number of Shares
2,002
Previous 2,566
21.98%
Holding current value
$53,193
Previous $68 Million
19.65%
% of portfolio
0.04%
Previous 0.06%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
2,023Shares Held
839MCall Options Held
4.51MPut Options Held
2.75M-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.04 Billion0.37% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$878 Million4.23% of portfolio
-
Wealthspire Advisors, LLC New York, NY29MShares$770 Million4.36% of portfolio
-
Bank Of America Corp Charlotte, NC28.6MShares$759 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.28.4MShares$756 Million4.28% of portfolio