Legacy Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Legacy Advisors, LLC
- $821 Million
- Q2 2024
A detailed history of Legacy Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Legacy Advisors, LLC holds 26,571 shares of SCHD stock, worth $2.24 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
26,571
Previous 26,571
-0.0%
Holding current value
$2.24 Million
Previous $2.14 Million
3.55%
% of portfolio
0.25%
Previous 0.27%
Shares
8 transactions
Others Institutions Holding SCHD
# of Institutions
1,659Shares Held
273MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$945 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$859 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$783 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$755 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$699 Million4.66% of portfolio