Legacy Investment Solutions, LLC Schwab Strategic Tr Us Dividen Transaction History
Legacy Investment Solutions, LLC
- $142 Million
- Q3 2024
A detailed history of Legacy Investment Solutions, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Legacy Investment Solutions, LLC holds 399 shares of SCHD stock, worth $10,804. This represents 0.02% of its overall portfolio holdings.
Number of Shares
399Holding current value
$10,804% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding SCHD
# of Institutions
1,760Shares Held
276MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$312 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$250 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$242 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$230 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$201 Million0.05% of portfolio