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

Legacy Advisory Services’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	$355K	Buy	11,197 +1,039	+10%	+$33K	0.25%	37
2026 Q1	$312K	Buy	+10,158	New	+$308K	0.24%	43
2025 Q2	–	Sell	-12,066	Closed	-$337K	–	51
2025 Q1	$337K	Buy	12,066 +2,951	+32%	+$82.3K	0.28%	38
2024 Q4	$249K	Sell	9,115 -4,589	-33%	-$130K	0.21%	49
2024 Q3	$386K	Buy	13,704 +552	+4%	+$15K	0.33%	41
2024 Q2	$341K	Sell	13,152 -864	-6%	-$22.5K	0.31%	41
2024 Q1	$377K	Sell	14,016 -1,437	-9%	-$37.1K	0.36%	41
2023 Q4	$392K	Buy	+15,453	New	+$368K	0.41%	33

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Legacy Advisory Services's SCHD Position: Q2 2026 in Review

Legacy Advisory Services increased its Schwab US Dividend Equity ETF (SCHD) stake by 10% in Q2 2026, buying an estimated $33K and bringing the position to 11,197 shares worth $355K. The position accounts for 0.25% of the portfolio, ranked #37.

Legacy Advisory Services first reported a position in SCHD in Q4 2023 and has held it in 8 quarters since. The position peaked at $392K in Q4 2023. 2,129 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Legacy Advisory Services held 11,197 shares of Schwab US Dividend Equity ETF worth $355K as of Q2 2026.
Legacy Advisory Services bought 1,039 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $33K.
Schwab US Dividend Equity ETF made up 0.25% of Legacy Advisory Services's portfolio in Q2 2026, its #37 holding.
Legacy Advisory Services first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 8 quarters since.
Legacy Advisory Services's Schwab US Dividend Equity ETF position peaked at $392K in Q4 2023.
2,129 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Legacy Advisory Services's 13F filing for Q2 2026, filed 21 Jul 2026.