Legacy Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Legacy Advisors’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
2026 Q2	$7.43M	Buy	234,403 +26,871	+13%	+$852K	0.69%	31
2026 Q1	$6.37M	Buy	207,532 +2,248	+1%	+$68.2K	0.75%	32
2025 Q4	$5.63M	Buy	205,284 +753	+0.4%	+$20.5K	0.6%	35
2025 Q3	$5.58M	Buy	+204,531	New	+$5.58M	0.69%	28
2025 Q2	–	Sell	-127,927	Closed	-$3.58M	–	335
2025 Q1	$3.58M	Buy	127,927 +51,340	+67%	+$1.43M	0.37%	55
2024 Q4	$2.09M	Buy	76,587 +219	+0.3%	+$6.23K	0.2%	83
2024 Q3	$2.15M	Sell	76,368 -3,345	-4%	-$91.1K	0.23%	77
2024 Q2	$2.09M	Hold	79,713	–	–	0.25%	73
2024 Q1	$2.14M	Sell	79,713 -1,455	-2%	-$37.6K	0.27%	70
2023 Q4	$2.06M	Sell	81,168 -12,900	-14%	-$307K	0.27%	78
2023 Q3	$2.22M	Hold	94,068	–	–	0.36%	73
2023 Q2	$2.28M	Buy	94,068 +28,920	+44%	+$691K	0.34%	71
2023 Q1	$1.59M	Buy	65,148 +13,398	+26%	+$335K	0.29%	71
2022 Q4	$1.3M	Buy	51,750 +27,672	+115%	+$683K	0.24%	73
2022 Q3	$533K	Hold	24,078	–	–	0.12%	116
2022 Q2	$575K	Buy	+24,078	New	+$613K	0.12%	108
2022 Q1	–	Sell	-8,607	Closed	-$232K	–	221
2021 Q4	$232K	Buy	+8,607	New	+$224K	0.09%	120

Other funds holding SCHD

KFP

Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Legacy Advisors's SCHD Position: Q2 2026 in Review

Legacy Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 13% in Q2 2026, buying an estimated $852K and bringing the position to 234,403 shares worth $7.43M. The position accounts for 0.69% of the portfolio, ranked #31.

Legacy Advisors first reported a position in SCHD in Q4 2021 and has held it in 17 quarters since. 770 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Legacy Advisors held 234,403 shares of Schwab US Dividend Equity ETF worth $7.43M as of Q2 2026.
Legacy Advisors bought 26,871 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $852K.
Schwab US Dividend Equity ETF made up 0.69% of Legacy Advisors's portfolio in Q2 2026, its #31 holding.
Legacy Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 17 quarters since.
770 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.