Legacy Investment Solutions, LLC Schwab Strategic Tr Us Dividen Transaction History
Legacy Investment Solutions, LLC
- $139 Million
- Q4 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 24 shares of SCHD stock, worth $628. This represents 0.0% of its overall portfolio holdings.
Number of Shares
24
Previous 399
93.98%
Holding current value
$628
Previous $33,000
100.0%
% of portfolio
0.0%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
2,000Shares Held
888MCall Options Held
4.89MPut Options Held
2.23M-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.02 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$864 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$844 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$773 Million4.98% of portfolio
-
Morgan Stanley New York, NY29.4MShares$768 Million0.06% of portfolio