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

Legacy Solutions LLC’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$359K Sell
13,534
-312
-2% -$8.27K 0.34% 49
2025
Q1 		$387K Buy
13,846
+146
+1% +$4.08K 0.43% 38
2024
Q4 		$374K Buy
+13,700
New +$374K 0.41% 40