Legacy Capital Wealth Partners, LLC Schwab Strategic Tr Us Dividen Transaction History

Legacy Capital Wealth Partners, LLC

  • $458 Million
  • Q4 2025

A detailed history of Legacy Capital Wealth Partners, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 43,738 shares of SCHD stock, worth $1.19 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
43,738
Previous 52,725 17.05%
Holding current value
$1.19 Million
Previous $1.44 Million 17.23%
% of portfolio
0.26%
Previous 0.31%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 16, 2026
SELL
$26.44 - $27.53 $237,616 - $247,412
-8,987 Reduced 17.05%
43,738 $1.19 Million
Q3 2025

Nov 13, 2025
BUY
$26.38 - $27.95 $118,736 - $125,802
4,501 Added 9.33%
52,725 $1.44 Million
Q2 2025

Aug 13, 2025
BUY
$24.32 - $27.87 $1.17 Million - $1.34 Million
48,224 New
48,224 $1.28 Million

Others Institutions Holding SCHD

# of Institutions
2,065
Shares Held
866M
Call Options Held
4.95M
Put Options Held
2.61M
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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