Legacy Advisory Services, LLC Schwab Strategic Tr Us Dividen Transaction History

Legacy Advisory Services, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 19, 2025	BUY	$27.01 - $28.54 $325,902 - $344,363	12,066 New	12,066 $337 Million
Q4 2024 Oct 17, 2025	BUY	$26.93 - $84.95 $122,450 - $386,267	4,547 Added 99.54%	9,115 $249 Million
Q3 2024 Oct 17, 2025	BUY	$77.02 - $85.06 $351,827 - $388,554	4,568 New	4,568 $386 Million
Q2 2024 Oct 17, 2025	SELL	$75.81 - $80.15 $7,884 - $8,335	-104 Reduced 2.23%	4,568 $386 Million
Q1 2024 Oct 17, 2025	SELL	$75.25 - $80.63 $36,044 - $38,621	-479 Reduced 9.3%	4,672 $377 Million
Q4 2023 Oct 17, 2025	BUY	$66.9 - $76.32 $344,601 - $393,124	5,151 New	5,151 $392 Million

2,024

839M

4.51M

2.75M

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