Legacy Financial Strategies, LLC Schwab Strategic Tr Us Dividen Transaction History
Legacy Financial Strategies, LLC
- $448 Million
- Q3 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 169,520 shares of SCHD stock, worth $4.8 Million. This represents 3.2% of its overall portfolio holdings.
Number of Shares
169,520
Previous 513,262
66.97%
Holding current value
$4.8 Million
Previous $39.9 Million
64.1%
% of portfolio
3.2%
Previous 9.76%
Shares
24 transactions
Others Institutions Holding SCHD
# of Institutions
1,684Shares Held
276MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$317 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$288 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$263 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$253 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$234 Million4.66% of portfolio