Legacy Financial Strategies, LLC Schwab Strategic Tr Us Dividen Transaction History
Legacy Financial Strategies, LLC
- $505 Million
- Q2 2025
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 473,201 shares of SCHD stock, worth $12.7 Million. This represents 2.48% of its overall portfolio holdings.
Number of Shares
473,201
Previous 473,385
0.04%
Holding current value
$12.7 Million
Previous $13.1 Million
3.95%
% of portfolio
2.48%
Previous 2.89%
Shares
27 transactions
Others Institutions Holding SCHD
# of Institutions
2,003Shares Held
889MCall Options Held
5.17MPut Options Held
2.87M-
Lpl Financial LLC Fort Mill, SC39.2MShares$1.05 Billion0.37% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX38.9MShares$1.05 Billion0.43% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$888 Million4.23% of portfolio
-
Wealthspire Advisors, LLC New York, NY29MShares$779 Million4.36% of portfolio
-
Bank Of America Corp Charlotte, NC28.6MShares$768 Million0.06% of portfolio