Legacy Financial Advisors, Inc. Schwab Strategic Tr Us Dividen Transaction History

Legacy Financial Advisors, Inc.

  • $505 Million
  • Q2 2024

A detailed history of Legacy Financial Advisors, Inc. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 5,086 shares of SCHD stock, worth $428,546. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,086
Previous 5,412 6.02%
Holding current value
$428,546
Previous $436,000 9.4%
% of portfolio
0.08%
Previous 0.09%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
SELL
$75.81 - $80.15 $24,714 - $26,128
-326 Reduced 6.02%
5,086 $395,000
Q1 2024

May 14, 2024
SELL
$75.25 - $80.63 $11,588 - $12,417
-154 Reduced 2.77%
5,412 $436,000
Q4 2023

Feb 06, 2024
SELL
$66.9 - $76.32 $191,936 - $218,962
-2,869 Reduced 34.01%
5,566 $423,000
Q3 2023

Nov 13, 2023
SELL
$70.63 - $75.66 $347,217 - $371,944
-4,916 Reduced 36.82%
8,435 $596,000
Q2 2023

Aug 08, 2023
SELL
$69.18 - $73.94 $260,739 - $278,679
-3,769 Reduced 22.02%
13,351 $969,000
Q1 2023

May 03, 2023
BUY
$70.28 - $78.03 $7,941 - $8,817
113 Added 0.66%
17,120 $1.25 Million
Q4 2022

Feb 06, 2023
SELL
$67.16 - $79.06 $902,093 - $1.06 Million
-13,432 Reduced 44.13%
17,007 $1.28 Million
Q3 2022

Nov 09, 2022
BUY
$66.43 - $77.87 $2.02 Million - $2.37 Million
30,439 New
30,439 $2.02 Million
Q1 2019

May 14, 2019
SELL
N/A
-157 Closed
0 $0
Q4 2017

Feb 09, 2018
BUY
N/A
157
157 $8,000

Others Institutions Holding SCHD

# of Institutions
1,659
Shares Held
273M
Call Options Held
1.52M
Put Options Held
741K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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