Legacy Advisory Services, LLC Schwab Strategic Tr Us Dividen Transaction History
Legacy Advisory Services, LLC
- $118 Billion
- Q1 2025
A detailed history of Legacy Advisory Services, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Legacy Advisory Services, LLC holds 12,066 shares of SCHD stock, worth $311,544. This represents 0.28% of its overall portfolio holdings.
Number of Shares
12,066Holding current value
$311,544% of portfolio
0.28%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,995Shares Held
885MCall Options Held
4.89MPut Options Held
2.23M-
Lpl Financial LLC Fort Mill, SC38.8MShares$1 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$853 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$833 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$763 Million4.98% of portfolio
-
Morgan Stanley New York, NY29.4MShares$758 Million0.06% of portfolio