Legacy Financial Strategies, LLC Schwab Strategic Tr Us Dividen Transaction History

Legacy Financial Strategies, LLC

  • $384 Million
  • Q1 2024

A detailed history of Legacy Financial Strategies, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Legacy Financial Strategies, LLC holds 513,647 shares of SCHD stock, worth $39.6 Million. This represents 10.79% of its overall portfolio holdings.

Number of Shares
513,647
Previous 500,096 2.71%
Holding current value
$39.6 Million
Previous $38.1 Million 8.78%
% of portfolio
10.79%
Previous 10.96%

Shares

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

Apr 10, 2024
BUY
$75.25 - $80.63 $1.02 Million - $1.09 Million
13,551 Added 2.71%
513,647 $41.4 Million
Q4 2023

Feb 01, 2024
BUY
$66.9 - $76.32 $303,592 - $346,340
4,538 Added 0.92%
500,096 $38.1 Million
Q3 2023

Nov 13, 2023
SELL
$70.63 - $75.66 $4.4 Million - $4.71 Million
-62,307 Reduced 11.17%
495,558 $35.1 Million
Q2 2023

Jul 28, 2023
BUY
$69.18 - $73.94 $573,017 - $612,445
8,283 Added 1.51%
557,865 $40.5 Million
Q1 2023

May 10, 2023
SELL
$70.28 - $78.03 $14,899 - $16,542
-212 Reduced 0.04%
549,582 $40.2 Million
Q4 2022

Feb 15, 2023
BUY
$73.08 - $79.06 $308,397 - $333,633
4,220 Added 0.77%
549,794 $41.5 Million
Q3 2022

Nov 08, 2022
BUY
N/A
12,035 Added 2.26%
545,574 $36.2 Million
Q2 2022

Aug 09, 2022
BUY
N/A
13,136 Added 2.52%
533,539 $38.2 Million
Q1 2022

May 06, 2022
BUY
N/A
21,249 Added 4.26%
520,403 $41.1 Million
Q4 2021

Jan 31, 2022
BUY
N/A
3,460 Added 0.7%
499,154 $40.3 Million
Q3 2021

Nov 15, 2021
BUY
N/A
10,746 Added 2.22%
495,694 $36.8 Million
Q2 2021

Aug 02, 2021
BUY
N/A
16,756 Added 3.58%
484,948 $36.7 Million
Q1 2021

May 07, 2021
SELL
N/A
-72,181 Reduced 13.36%
468,192 $34.1 Million
Q4 2020

Feb 04, 2021
BUY
N/A
2,198 Added 0.41%
540,373 $34.7 Million
Q3 2020

Nov 03, 2020
SELL
N/A
-57,660 Reduced 9.68%
538,175 $29.8 Million
Q2 2020

Aug 14, 2020
BUY
N/A
12,922 Added 2.22%
595,835 $30.8 Million
Q1 2020

May 04, 2020
BUY
N/A
100,224 Added 20.76%
582,913 $26.2 Million
Q4 2019

Jan 27, 2020
BUY
N/A
71,067 Added 17.27%
482,689 $28 Million
Q3 2019

Nov 01, 2019
BUY
N/A
41,321 Added 11.16%
411,622 $23 Million
Q2 2019

Jul 15, 2019
BUY
N/A
128,343 Added 53.04%
370,301 $19.9 Million
Q1 2019

May 08, 2019
BUY
N/A
119,444 Added 97.49%
241,958 $12.7 Million
Q4 2018

Feb 15, 2019
BUY
N/A
122,514 New
122,514 $5.75 Million

Others Institutions Holding SCHD

# of Institutions
1,642
Shares Held
271M
Call Options Held
1.95M
Put Options Held
715K
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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