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

Legacy Investment Solutions’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
2025
Q2 		$971 Buy
+37
New +$966 ﹤0.01% 597
2024
Q4 		$662 Sell
24
-1,173
-98% -$33.3K ﹤0.01% 633
2024
Q3 		$11.6K Buy
+1,197
New +$32.6K 0.01% 289

Other funds holding SCHD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Legacy Investment Solutions's SCHD Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2025: 37 shares worth $971. The stake represents ﹤0.01% of the portfolio and ranks #597 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in SCHD as recently as Q4 2024.

Legacy Investment Solutions first reported a position in SCHD in Q3 2024 and has held it in 3 quarters since. The position peaked at $11.6K in Q3 2024. 1,800 funds tracked by Wall St. Rank hold SCHD as of Q2 2025.

  • Legacy Investment Solutions held 37 shares of Schwab US Dividend Equity ETF worth $971 as of Q2 2025.
  • Schwab US Dividend Equity ETF was a new Legacy Investment Solutions position in Q2 2025.
  • Schwab US Dividend Equity ETF made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #597 holding.
  • Legacy Investment Solutions first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Schwab US Dividend Equity ETF position peaked at $11.6K in Q3 2024.
  • 1,800 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.