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 $666. This represents 0.0% of its overall portfolio holdings.
Number of Shares
24
Previous 399
93.98%
Holding current value
$666
Previous $33,000
100.0%
% of portfolio
0.0%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,919Shares Held
789MCall Options Held
4.7MPut Options Held
2.08M-
Bank Of America Corp Charlotte, NC49.6MShares$1.38 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.01 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$791 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$745 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$723 Million4.56% of portfolio