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

Legacy Financial Advisors, Inc.

$498 Million
Q1 2025

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 14,336 shares of SCHD stock, worth $375,173. This represents 0.08% of its overall portfolio holdings.

Number of Shares

14,336

Previous 15,258 6.04%

Holding current value

$375,173

Previous $416,000 3.85%

% of portfolio

0.08%

Previous 0.08%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$27.01 - $28.54 $24,903 - $26,313	-922 Reduced 6.04%	14,336 $400,000
Q4 2024 Feb 13, 2025	BUY	$26.93 - $84.95 $273,931 - $864,111	10,172 Added 200.0%	15,258 $416,000
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

1,998

Shares Held

888M

Call Options Held

4.89M

Put Options Held

2.23M

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About SCHWAB STRATEGIC TR US DIVIDEN

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