Legacy Financial Strategies, LLC SCHD Holdings History
Legacy Financial Strategies, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Legacy Financial Strategies, LLC held 473,385.00 shares of Schwab US Dividend Equity ETF(SCHD), totaling $13.24 Mil. This investment constitutes 2.89% of their stock portfolio, and Legacy Financial Strategies, LLC now holds 0.02% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2018Q4. And since then Legacy Financial Strategies, LLC has made 18 purchases of SCHD, at an average price of $55.93, for a total of 706,007.00 shares. In addition, there have been 8 sales at an average price of $59.56 for 232,622.00 shares. Based on historical transaction data and SCHD's current price of $27.32, Legacy Financial Strategies, LLC's estimated gain on his SCHD holdings is $-12.70 Mil, reflecting a -32.16% gain to date.
Legacy Financial Strategies, LLC SCHD ($27.32) Holding Chart
Legacy Financial Strategies, LLC SCHD ($27.32) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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