Legacy Advisors
SCHD icon

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
Q3 		$7.76M Buy
238,638
+4,235
+2% +$143K 0.74% 28
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
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

Sumitomo Life Insurance
Sumitomo Life Insurance Tokyo, Japan $6.24B AUM 18.07% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Cassaday & Co Wealth Management
Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Legacy Advisors's SCHD Position: Q3 2026 in Review

Legacy Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 1.8% in Q3 2026, buying an estimated $143K and bringing the position to 238,638 shares worth $7.76M. The position accounts for 0.74% of the portfolio, ranked #28.

Legacy Advisors first reported a position in SCHD in Q4 2021 and has held it in 18 quarters since. 1,815 funds tracked by Wall St. Rank hold SCHD as of Q3 2026.

  • Legacy Advisors held 238,638 shares of Schwab US Dividend Equity ETF worth $7.76M as of Q3 2026.
  • Legacy Advisors bought 4,235 Schwab US Dividend Equity ETF shares in Q3 2026, an estimated $143K.
  • Schwab US Dividend Equity ETF made up 0.74% of Legacy Advisors's portfolio in Q3 2026, its #28 holding.
  • Legacy Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,815 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.