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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
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

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Legacy Bridge's SCHD Position: Q1 2026 in Review

Legacy Bridge held its Schwab US Dividend Equity ETF (SCHD) position steady in Q1 2026 at 300 shares worth $9.2K. The position accounts for ﹤0.01% of the portfolio, ranked #281.

Legacy Bridge first reported a position in SCHD in Q1 2020 and has held it in 25 quarters since. The position peaked at $11.2K in Q1 2024. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • Legacy Bridge held 300 shares of Schwab US Dividend Equity ETF worth $9.2K as of Q1 2026.
  • Legacy Bridge left its Schwab US Dividend Equity ETF share count unchanged in Q1 2026.
  • Schwab US Dividend Equity ETF made up ﹤0.01% of Legacy Bridge's portfolio in Q1 2026, its #281 holding.
  • Legacy Bridge first reported a position in Schwab US Dividend Equity ETF in Q1 2020 and has held it in 25 quarters since.
  • Legacy Bridge's Schwab US Dividend Equity ETF position peaked at $11.2K in Q1 2024.
  • 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.