Legacy Solutions, LLC Schwab Strategic Tr Us Dividen Transaction History
Legacy Solutions, LLC
- $104 Billion
- Q2 2025
A detailed history of Legacy Solutions, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Legacy Solutions, LLC holds 13,534 shares of SCHD stock, worth $363,252. This represents 0.34% of its overall portfolio holdings.
Number of Shares
13,534
Previous 13,846
2.25%
Holding current value
$363,252
Previous $387 Million
7.36%
% of portfolio
0.34%
Previous 0.43%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
2,000Shares Held
917MCall Options Held
4.42MPut Options Held
2.23M-
Kingstone Capital Partners Texas, LLC Frisco, TX38.9MShares$1.04 Billion0.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.8MShares$1.04 Billion0.44% of portfolio
-
Rakuten Investment Management, Inc. Tokyo, M033MShares$887 Million4.23% of portfolio
-
Bank Of America Corp Charlotte, NC32.2MShares$865 Million0.07% of portfolio
-
Wealthspire Advisors, LLC New York, NY29.6MShares$793 Million4.98% of portfolio