Legacy Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Legacy Advisors, LLC
- $978 Million
- Q4 2024
A detailed history of Legacy Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Legacy Advisors, LLC holds 76,587 shares of SCHD stock, worth $2.12 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
76,587
Previous 25,456
200.86%
Holding current value
$2.12 Million
Previous $2.15 Million
2.74%
% of portfolio
0.21%
Previous 0.23%
Shares
10 transactions
Others Institutions Holding SCHD
# of Institutions
1,948Shares Held
825MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.37 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$787 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$741 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$719 Million4.56% of portfolio