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

Legacy Financial 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 		$577K Buy
18,207
+20
+0.1% +$634 0.07% 224
2026
Q1 		$558K Buy
18,187
+3,501
+24% +$106K 0.08% 217
2025
Q4 		$403K Buy
14,686
+532
+4% +$14.5K 0.06% 259
2025
Q3 		$386K Sell
14,154
-115
-0.8% -$3.14K 0.05% 272
2025
Q2 		$378K Sell
14,269
-67
-0.5% -$1.75K 0.06% 239
2025
Q1 		$401K Sell
14,336
-922
-6% -$25.7K 0.07% 234
2024
Q4 		$417K Hold
15,258
– – 0.07% 221
2024
Q3 		$430K Hold
15,258
– – 0.07% 217
2024
Q2 		$395K Sell
15,258
-978
-6% -$25.5K 0.07% 211
2024
Q1 		$436K Sell
16,236
-462
-3% -$11.9K 0.08% 193
2023
Q4 		$424K Sell
16,698
-8,607
-34% -$205K 0.08% 181
2023
Q3 		$597K Sell
25,305
-14,748
-37% -$362K 0.12% 110
2023
Q2 		$970K Sell
40,053
-11,307
-22% -$270K 0.18% 71
2023
Q1 		$1.25M Buy
51,360
+339
+0.7% +$8.47K 0.26% 47
2022
Q4 		$1.28M Sell
51,021
-40,296
-44% -$995K 0.28% 42
2022
Q3 		$2.02M Buy
+91,317
New +$2.22M 0.48% 27
2019
Q1 		– Sell
-471
Closed -$7K – 1141
2018
Q4 		$7K Hold
471
– – ﹤0.01% 659
2018
Q3 		$8K Hold
471
– – ﹤0.01% 589
2018
Q2 		$8K Hold
471
– – ﹤0.01% 597
2018
Q1 		$7K Hold
471
– – ﹤0.01% 581
2017
Q4 		$8K Buy
+471
New +$7.74K ﹤0.01% 544

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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
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 Financial Advisors's SCHD Position: Q2 2026 in Review

Legacy Financial Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.11% in Q2 2026, buying an estimated $634 and bringing the position to 18,207 shares worth $577K. The position accounts for 0.07% of the portfolio, ranked #224.

Legacy Financial Advisors first reported a position in SCHD in Q4 2017 and has held it in 21 quarters since. The position peaked at $2.02M in Q3 2022. 2,129 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Legacy Financial Advisors held 18,207 shares of Schwab US Dividend Equity ETF worth $577K as of Q2 2026.
  • Legacy Financial Advisors bought 20 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $634.
  • Schwab US Dividend Equity ETF made up 0.07% of Legacy Financial Advisors's portfolio in Q2 2026, its #224 holding.
  • Legacy Financial Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2017 and has held it in 21 quarters since.
  • Legacy Financial Advisors's Schwab US Dividend Equity ETF position peaked at $2.02M in Q3 2022.
  • 2,129 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.