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

Legacy Bridge’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	$9.51K	Hold	300	–	–	﹤0.01%	280
2026 Q1	$9.2K	Hold	300	–	–	﹤0.01%	281
2025 Q4	$8.23K	Hold	300	–	–	﹤0.01%	323
2025 Q3	$8.19K	Hold	300	–	–	﹤0.01%	264
2025 Q2	$7.95K	Hold	300	–	–	﹤0.01%	258
2025 Q1	$8.39K	Hold	300	–	–	﹤0.01%	246
2024 Q4	$8.2K	Hold	300	–	–	﹤0.01%	265
2024 Q3	$8.45K	Hold	300	–	–	﹤0.01%	261
2024 Q2	$7.78K	Sell	300 -117	-28%	-$3.05K	﹤0.01%	257
2024 Q1	$11.2K	Hold	417	–	–	0.01%	266
2023 Q4	$10.6K	Hold	417	–	–	0.01%	253
2023 Q3	$9.84K	Hold	417	–	–	0.01%	253
2023 Q2	$10.1K	Hold	417	–	–	0.01%	254
2023 Q1	$10.2K	Hold	417	–	–	0.01%	258
2022 Q4	$10.5K	Hold	417	–	–	0.01%	258
2022 Q3	$9K	Hold	417	–	–	0.01%	248
2022 Q2	$10K	Hold	417	–	–	0.01%	250
2022 Q1	$11K	Hold	417	–	–	0.01%	263
2021 Q4	$11K	Buy	417 +117	+39%	+$3.04K	0.01%	270
2021 Q3	$7K	Hold	300	–	–	﹤0.01%	274
2021 Q2	$8K	Hold	300	–	–	﹤0.01%	271
2021 Q1	$7K	Hold	300	–	–	﹤0.01%	274
2020 Q4	$6K	Hold	300	–	–	﹤0.01%	275
2020 Q3	$6K	Hold	300	–	–	0.01%	270
2020 Q2	$5K	Hold	300	–	–	0.01%	274
2020 Q1	$4K	Buy	+300	New	+$5.39K	0.01%	273

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 Bridge's SCHD Position: Q2 2026 in Review

Legacy Bridge held its Schwab US Dividend Equity ETF (SCHD) position steady in Q2 2026 at 300 shares worth $9.51K. The position accounts for ﹤0.01% of the portfolio, ranked #280.

Legacy Bridge first reported a position in SCHD in Q1 2020 and has held it in 26 quarters since. The position peaked at $11.2K in Q1 2024. 2,140 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Legacy Bridge held 300 shares of Schwab US Dividend Equity ETF worth $9.51K as of Q2 2026.
Legacy Bridge left its Schwab US Dividend Equity ETF share count unchanged in Q2 2026.
Schwab US Dividend Equity ETF made up ﹤0.01% of Legacy Bridge's portfolio in Q2 2026, its #280 holding.
Legacy Bridge first reported a position in Schwab US Dividend Equity ETF in Q1 2020 and has held it in 26 quarters since.
Legacy Bridge's Schwab US Dividend Equity ETF position peaked at $11.2K in Q1 2024.
2,140 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Legacy Bridge's 13F filing for Q2 2026, filed 13 Aug 2026.