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

Legacy Financial Strategies’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 		$13.9M Buy
437,276
+805
+0.2% +$25.5K 2.15% 10
2026
Q1 		$13.4M Sell
436,471
-373
-0.1% -$11.3K 2.42% 9
2025
Q4 		$12M Sell
436,844
-35,912
-8% -$976K 2.12% 9
2025
Q3 		$12.9M Sell
472,756
-445
-0.1% -$12.1K 2.33% 9
2025
Q2 		$12.5M Sell
473,201
-184
-0% -$4.8K 2.46% 9
2025
Q1 		$13.2M Sell
473,385
-16,953
-3% -$473K 2.89% 9
2024
Q4 		$13.4M Sell
490,338
-18,222
-4% -$518K 2.88% 9
2024
Q3 		$14.3M Sell
508,560
-1,031,226
-67% -$28.1M 3.16% 9
2024
Q2 		$39.6M Sell
1,539,786
-1,155
-0.1% -$30.1K 9.52% 2
2024
Q1 		$41.4M Buy
1,540,941
+40,653
+3% +$1.05M 10.67% 2
2023
Q4 		$38.1M Buy
1,500,288
+13,614
+0.9% +$324K 10.86% 2
2023
Q3 		$34.5M Sell
1,486,674
-186,921
-11% -$4.59M 11.08% 2
2023
Q2 		$40.5M Buy
1,673,595
+24,849
+2% +$594K 13.54% 2
2023
Q1 		$40.2M Sell
1,648,746
-636
-0% -$15.9K 14.91% 2
2022
Q4 		$41.5M Buy
1,649,382
+12,660
+0.8% +$312K 17.17% 1
2022
Q3 		$36.2M Buy
1,636,722
+36,105
+2% +$877K 16.86% 1
2022
Q2 		$38.2M Buy
1,600,617
+39,408
+3% +$1M 18.87% 1
2022
Q1 		$41.1M Buy
1,561,209
+63,747
+4% +$1.67M 17.5% 1
2021
Q4 		$40.3M Buy
1,497,462
+10,380
+0.7% +$270K 17.44% 1
2021
Q3 		$36.8M Buy
1,487,082
+32,238
+2% +$819K 17.31% 1
2021
Q2 		$36.7M Buy
1,454,844
+50,268
+4% +$1.27M 17.56% 1
2021
Q1 		$34.1M Sell
1,404,576
-216,543
-13% -$4.93M 18.05% 1
2020
Q4 		$34.7M Buy
1,621,119
+6,594
+0.4% +$134K 17.67% 1
2020
Q3 		$29.8M Sell
1,614,525
-172,980
-10% -$3.18M 17.14% 1
2020
Q2 		$30.8M Buy
1,787,505
+38,766
+2% +$655K 23.82% 1
2020
Q1 		$26.2M Buy
1,748,739
+300,672
+21% +$5.4M 24.9% 1
2019
Q4 		$28M Buy
1,448,067
+213,201
+17% +$3.99M 22.56% 1
2019
Q3 		$23M Buy
1,234,866
+123,963
+11% +$2.22M 20.44% 1
2019
Q2 		$19.9M Buy
1,110,903
+385,029
+53% +$6.77M 18.53% 2
2019
Q1 		$12.7M Buy
725,874
+358,332
+97% +$6.03M 10.81% 3
2018
Q4 		$5.75M Buy
+367,542
New +$6.13M 5.7% 7

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 Strategies's SCHD Position: Q2 2026 in Review

Legacy Financial Strategies increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.18% in Q2 2026, buying an estimated $25.5K and bringing the position to 437,276 shares worth $13.9M. The position accounts for 2.15% of the portfolio, ranked #10.

Legacy Financial Strategies first reported a position in SCHD in Q4 2018 and has held it in 31 quarters since. The position peaked at $41.5M in Q4 2022. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Legacy Financial Strategies held 437,276 shares of Schwab US Dividend Equity ETF worth $13.9M as of Q2 2026.
  • Legacy Financial Strategies bought 805 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $25.5K.
  • Schwab US Dividend Equity ETF made up 2.15% of Legacy Financial Strategies's portfolio in Q2 2026, its #10 holding.
  • Legacy Financial Strategies first reported a position in Schwab US Dividend Equity ETF in Q4 2018 and has held it in 31 quarters since.
  • Legacy Financial Strategies's Schwab US Dividend Equity ETF position peaked at $41.5M in Q4 2022.
  • 2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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