Legacy Financial Group LLC Schwab Strategic Tr Us Dividen Transaction History

Legacy Financial Group LLC

  • $614 Million
  • Q3 2025

A detailed history of Legacy Financial Group LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Legacy Financial Group LLC holds 8,808 shares of SCHD stock, worth $239,929. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,808
Previous 8,808 -0.0%
Holding current value
$239,929
Previous $233,000 3.0%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Jan 21, 2025
BUY
$26.93 - $84.95 $237,199 - $748,239
8,808 New
8,808 $240,000
Q1 2024

Apr 10, 2024
BUY
$75.25 - $80.63 $220,934 - $236,729
2,936 New
2,936 $237 Million
Q3 2023

Oct 24, 2023
BUY
$70.63 - $75.66 $130,948 - $140,273
1,854 New
1,854 $131,000

Others Institutions Holding SCHD

# of Institutions
2,057
Shares Held
867M
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
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More about SCHD
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