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

Legacy Wealth Managment, Llc/Id

  • $122 Million
  • Q1 2025

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 31 shares of SCHD stock, worth $811. This represents 0.0% of its overall portfolio holdings.

Number of Shares
31
Previous 24 29.17%
Holding current value
$811
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 16, 2025
BUY
$27.01 - $28.54 $189 - $199
7 Added 29.17%
31 $0
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
2,000
Shares Held
888M
Call Options Held
4.89M
Put Options Held
2.23M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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