Legacy Investment Solutions, LLC Schwab Strategic Tr Us Dividen Transaction History

Legacy Investment Solutions, LLC

  • $120 Million
  • Q2 2025

A detailed history of Legacy Investment Solutions, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Legacy Investment Solutions, LLC holds 37 shares of SCHD stock, worth $1,007. This represents 0.0% of its overall portfolio holdings.

Number of Shares
37
Previous 24 54.17%
Holding current value
$1,007
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
BUY
$24.32 - $27.87 $316 - $362
13 Added 54.17%
37 $0
Q4 2024

Feb 13, 2025
SELL
$26.93 - $84.95 $10,098 - $31,856
-375 Reduced 93.98%
24 $0
Q3 2024

Nov 14, 2024
BUY
$77.02 - $85.06 $30,730 - $33,938
399 New
399 $33,000

Others Institutions Holding SCHD

# of Institutions
2,060
Shares Held
865M
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
Track This Portfolio

Track Legacy Investment Solutions, LLC Portfolio

Follow Legacy Investment Solutions, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Investment Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Investment Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email