Legacy Private Trust Co. Schwab Strategic Tr Us Dividen Transaction History

Legacy Private Trust Co.

  • $1.52 Billion
  • Q2 2025

A detailed history of Legacy Private Trust Co. transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Legacy Private Trust Co. holds 202,902 shares of SCHD stock, worth $5.56 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
202,902
Previous 204,403 0.73%
Holding current value
$5.56 Million
Previous $5.64 Million 4.63%
% of portfolio
0.35%
Previous 0.4%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 08, 2025
SELL
$24.32 - $27.87 $36,504 - $41,832
-1,501 Reduced 0.73%
202,902 $5.38 Million
Q1 2025

Apr 04, 2025
SELL
$27.01 - $28.54 $218,483 - $230,860
-8,089 Reduced 3.81%
204,403 $5.64 Million
Q4 2024

Jan 08, 2025
BUY
$26.93 - $84.95 $3.79 Million - $12 Million
140,705 Added 196.0%
212,492 $5.81 Million
Q3 2024

Oct 07, 2024
SELL
$77.02 - $85.06 $18,484 - $20,414
-240 Reduced 0.33%
71,787 $6.07 Million
Q2 2024

Jul 12, 2024
SELL
$75.81 - $80.15 $66,106 - $69,890
-872 Reduced 1.2%
72,027 $5.6 Million
Q1 2024

Apr 10, 2024
SELL
$75.25 - $80.63 $34,539 - $37,009
-459 Reduced 0.63%
72,899 $5.88 Million
Q4 2023

Jan 10, 2024
SELL
$66.9 - $76.32 $53,520 - $61,055
-800 Reduced 1.08%
73,358 $5.58 Million
Q3 2023

Oct 11, 2023
SELL
$70.63 - $75.66 $25,991 - $27,842
-368 Reduced 0.49%
74,158 $5.25 Million
Q2 2023

Jul 07, 2023
BUY
$69.18 - $73.94 $15,081 - $16,118
218 Added 0.29%
74,526 $5.41 Million
Q4 2022

Jan 06, 2023
SELL
$67.16 - $79.06 $950,918 - $1.12 Million
-14,159 Reduced 16.0%
74,308 $5.61 Million
Q3 2022

Oct 06, 2022
SELL
$66.43 - $77.87 $12,289 - $14,405
-185 Reduced 0.21%
88,467 $5.88 Million
Q2 2022

Jul 07, 2022
BUY
$70.31 - $80.24 $659,859 - $753,052
9,385 Added 11.84%
88,652 $6.35 Million
Q1 2022

Apr 11, 2022
SELL
$75.14 - $81.94 $60,112 - $65,552
-800 Reduced 1.0%
79,267 $6.25 Million
Q4 2021

Jan 12, 2022
SELL
$74.93 - $80.86 $156,678 - $169,078
-2,091 Reduced 2.55%
80,067 $6.47 Million
Q3 2021

Oct 12, 2021
SELL
$74.23 - $78.13 $47,878 - $50,393
-645 Reduced 0.78%
82,158 $6.1 Million
Q2 2021

Jul 09, 2021
SELL
$73.32 - $77.65 $132,342 - $140,158
-1,805 Reduced 2.13%
82,803 $6.26 Million
Q1 2021

Apr 09, 2021
SELL
$63.23 - $73.67 $342,390 - $398,923
-5,415 Reduced 6.02%
84,608 $6.17 Million
Q4 2020

Jan 12, 2021
SELL
$54.8 - $65.16 $111,572 - $132,665
-2,036 Reduced 2.21%
90,023 $5.78 Million
Q3 2020

Oct 14, 2020
SELL
$50.37 - $58.54 $523,243 - $608,113
-10,388 Reduced 10.14%
92,059 $5.09 Million
Q2 2020

Jul 09, 2020
SELL
$43.56 - $56.5 $110,511 - $143,340
-2,537 Reduced 2.42%
102,447 $5.3 Million
Q1 2020

Apr 23, 2020
BUY
$39.5 - $59.28 $22,989 - $34,500
582 Added 0.56%
104,984 $4.72 Million
Q4 2019

Jan 14, 2020
SELL
$52.87 - $58.15 $39,546 - $43,496
-748 Reduced 0.71%
104,402 $6.05 Million
Q3 2019

Oct 10, 2019
BUY
$54.39 - $55.76 $349,510 - $358,313
6,426 Added 6.51%
105,150 $5.76 Million
Q2 2019

Jul 18, 2019
BUY
N/A
125 Added 0.13%
98,724 $5.24 Million
Q1 2019

Apr 11, 2019
SELL
N/A
-1,882 Reduced 1.87%
98,599 $5.16 Million
Q4 2018

Jan 16, 2019
SELL
N/A
-1,390 Reduced 1.36%
100,481 $4.72 Million
Q3 2018

Oct 10, 2018
BUY
N/A
790 Added 0.78%
101,871 $5.4 Million
Q2 2018

Jul 13, 2018
SELL
N/A
-6,991 Reduced 6.47%
101,081 $4.98 Million
Q1 2018

Apr 13, 2018
SELL
N/A
-1,821 Reduced 1.66%
108,072 $5.3 Million
Q4 2017

Jan 16, 2018
SELL
N/A
-1,625 Reduced 1.46%
109,893 $5.62 Million
Q3 2017

Oct 13, 2017
BUY
N/A
111,518
111,518 $5.22 Million

Others Institutions Holding SCHD

# of Institutions
2,013
Shares Held
891M
Call Options Held
4.51M
Put Options Held
2.75M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
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More about SCHD
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