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Family Legacy Financial Solutions’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Family Legacy Financial Solutions’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,002
Closed -$54.6K – 196
2025
Q3 		$54.6K Sell
2,002
-564
-22% -$15.4K 0.04% 87
2025
Q2 		$68K Buy
+2,566
New +$67K 0.06% 84

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Family Legacy Financial Solutions's SCHD Position: Q4 2025 in Review

Family Legacy Financial Solutions sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2025, closing a stake of 2,002 shares — an estimated $54.6K sold.

Family Legacy Financial Solutions first reported a position in SCHD in Q2 2025 and held it in 2 quarters. The position peaked at $68K in Q2 2025. 1,951 funds tracked by Wall St. Rank hold SCHD as of Q4 2025.

  • Family Legacy Financial Solutions reported no remaining Schwab US Dividend Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 2,002 Schwab US Dividend Equity ETF shares in Q4 2025, an estimated $54.6K.
  • Family Legacy Financial Solutions first reported a position in Schwab US Dividend Equity ETF in Q2 2025 and held it in 2 quarters.
  • Family Legacy Financial Solutions's Schwab US Dividend Equity ETF position peaked at $68K in Q2 2025.
  • 1,951 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q4 2025, filed 20 Jan 2026.