Schwab Strategic Tr us dividend eq shares owned by Legacy Advisory Services
Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Legacy Advisory Services
from 13F filings
Historical chart of Legacy Advisory Services investment in Schwab Strategic Tr us dividend eq
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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Legacy Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $337k | 12k | 27.96 |
| 2024-12-31 | $249k | 9.1k | 27.32 |
| 2024-09-30 | $386k | 4.6k | 84.54 |
| 2024-06-30 | $341k | 4.4k | 77.75 |
| 2024-03-31 | $377k | 4.7k | 80.64 |
| 2023-12-31 | $392k | 5.2k | 76.13 |
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