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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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-13,534
Closed -$359K – 81
2025
Q2 		$359K Sell
13,534
-312
-2% -$8.15K 0.34% 49
2025
Q1 		$387K Buy
13,846
+146
+1% +$4.07K 0.43% 38
2024
Q4 		$374K Buy
+13,700
New +$389K 0.41% 40

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SLI
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WANY
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Legacy Solutions LLC's SCHD Position: Q3 2025 in Review

Legacy Solutions LLC sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2025, closing a stake of 13,534 shares — an estimated $359K sold.

Legacy Solutions LLC first reported a position in SCHD in Q4 2024 and held it in 3 quarters. The position peaked at $387K in Q1 2025. 1,806 funds tracked by Wall St. Rank hold SCHD as of Q3 2025.

  • Legacy Solutions LLC reported no remaining Schwab US Dividend Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Legacy Solutions LLC sold 13,534 Schwab US Dividend Equity ETF shares in Q3 2025, an estimated $359K.
  • Legacy Solutions LLC first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and held it in 3 quarters.
  • Legacy Solutions LLC's Schwab US Dividend Equity ETF position peaked at $387K in Q1 2025.
  • 1,806 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2025.

Based on Legacy Solutions LLC's 13F filing for Q3 2025, filed 9 Oct 2025.