Legacy Financial Strategies, LLC Schwab Strategic Tr Us Dividen Transaction History
Legacy Financial Strategies, LLC
- $452 Million
- Q1 2025
A detailed history of Legacy Financial Strategies, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Legacy Financial Strategies, LLC holds 473,385 shares of SCHD stock, worth $12 Million. This represents 2.89% of its overall portfolio holdings.
Number of Shares
473,385
Previous 490,338
3.46%
Holding current value
$12 Million
Previous $13.4 Million
2.55%
% of portfolio
2.89%
Previous 2.9%
Shares
26 transactions
Others Institutions Holding SCHD
# of Institutions
1,956Shares Held
850MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.26 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$923 Million0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$724 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$682 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$661 Million4.56% of portfolio