A detailed history of Legacy Financial Group LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Legacy Financial Group LLC holds 2,936 shares of SCHD stock, worth $228,626. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,936
Holding current value
$228,626
% of portfolio
0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 10, 2024

BUY
$75.25 - $80.63 $220,934 - $236,729
2,936 New
2,936 $237 Million
Q3 2023

Oct 24, 2023

BUY
$70.63 - $75.66 $130,948 - $140,273
1,854 New
1,854 $131,000

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Legacy Financial Group LLC Portfolio

Follow Legacy Financial Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Financial Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Financial Group LLC with notifications on news.