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

Feb 14, 2025
BUY
$26.93 - $84.95 $1.38 Million - $4.34 Million
51,131 Added 200.86%
76,587 $2.09 Million
Q3 2024

Nov 13, 2024
SELL
$77.02 - $85.06 $85,877 - $94,841
-1,115 Reduced 4.2%
25,456 $2.15 Million
Q1 2024

Apr 30, 2024
SELL
$75.25 - $80.63 $36,496 - $39,105
-485 Reduced 1.79%
26,571 $2.14 Million
Q4 2023

Feb 12, 2024
SELL
$66.9 - $76.32 $287,670 - $328,175
-4,300 Reduced 13.71%
27,056 $2.06 Million
Q2 2023

Jul 20, 2023
BUY
$69.18 - $73.94 $666,895 - $712,781
9,640 Added 44.39%
31,356 $2.28 Million
Q1 2023

May 01, 2023
BUY
$70.28 - $78.03 $313,870 - $348,481
4,466 Added 25.89%
21,716 $1.59 Million
Q4 2022

Feb 01, 2023
BUY
$67.16 - $79.06 $619,483 - $729,249
9,224 Added 114.93%
17,250 $1.3 Million
Q2 2022

Jul 25, 2022
BUY
$70.31 - $80.24 $564,308 - $644,006
8,026 New
8,026 $575,000
Q1 2022

May 11, 2022
SELL
$75.14 - $81.94 $215,576 - $235,085
-2,869 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
$74.93 - $80.86 $214,974 - $231,987
2,869 New
2,869 $232,000

Others Institutions Holding SCHD

# of Institutions
1,948
Shares Held
825M
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
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