Legacy Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Legacy Advisors, LLC

$911 Million
Q1 2025

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 127,927 shares of SCHD stock, worth $3.49 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

127,927

Previous 76,587 67.03%

Holding current value

$3.49 Million

Previous $2.09 Million 70.94%

% of portfolio

0.39%

Previous 0.21%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$27.01 - $28.54 $1.39 Million - $1.47 Million	51,340 Added 67.03%	127,927 $3.58 Million
Q4 2024 Feb 14, 2025	BUY	$26.93 - $84.95 $1.38 Million - $4.34 Million	51,131 Added 200.86%	76,587 $2.09 Million
Q3 2024 Nov 13, 2024	SELL	$77.02 - $85.06 $85,877 - $94,841	-1,115 Reduced 4.2%	25,456 $2.15 Million
Q1 2024 Apr 30, 2024	SELL	$75.25 - $80.63 $36,496 - $39,105	-485 Reduced 1.79%	26,571 $2.14 Million
Q4 2023 Feb 12, 2024	SELL	$66.9 - $76.32 $287,670 - $328,175	-4,300 Reduced 13.71%	27,056 $2.06 Million
Q2 2023 Jul 20, 2023	BUY	$69.18 - $73.94 $666,895 - $712,781	9,640 Added 44.39%	31,356 $2.28 Million
Q1 2023 May 01, 2023	BUY	$70.28 - $78.03 $313,870 - $348,481	4,466 Added 25.89%	21,716 $1.59 Million
Q4 2022 Feb 01, 2023	BUY	$67.16 - $79.06 $619,483 - $729,249	9,224 Added 114.93%	17,250 $1.3 Million
Q2 2022 Jul 25, 2022	BUY	$70.31 - $80.24 $564,308 - $644,006	8,026 New	8,026 $575,000
Q1 2022 May 11, 2022	SELL	$75.14 - $81.94 $215,576 - $235,085	-2,869 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$74.93 - $80.86 $214,974 - $231,987	2,869 New	2,869 $232,000

Others Institutions Holding SCHD

# of Institutions

2,005

Shares Held

919M

Call Options Held

4.89M

Put Options Held

2.23M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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Legacy Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History