Legacy Wealth Managment, Llc/Id Schwab Strategic Tr Us Dividen Transaction History

Legacy Wealth Managment, Llc/Id

  • $139 Million
  • Q4 2024

A detailed history of Legacy Wealth Managment, Llc/Id transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 24 shares of SCHD stock, worth $676. This represents 0.0% of its overall portfolio holdings.

Number of Shares
24
Previous 399 93.98%
Holding current value
$676
Previous $33,000 100.0%
% of portfolio
0.0%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$26.93 - $84.95 $10,098 - $31,856
-375 Reduced 93.98%
24 $0
Q3 2024

Nov 15, 2024
BUY
$77.02 - $85.06 $30,730 - $33,938
399 New
399 $33,000

Others Institutions Holding SCHD

# of Institutions
1,929
Shares Held
820M
Call Options Held
4.82M
Put Options Held
2.73M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Legacy Wealth Managment, Llc/Id Portfolio

Follow Legacy Wealth Managment, Llc/Id and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Wealth Managment, Llc/Id, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Managment, Llc/Id with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email