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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$971 Buy
+37
New +$971 ﹤0.01% 591
2024
Q4 		$662 Sell
24
-375
-94% -$10.3K ﹤0.01% 626
2024
Q3 		$11.6K Buy
+399
New +$11.6K 0.01% 286