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

Legacy Solutions LLC’s Portfolio SCHD Stock Details SCHD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$359K	Sell
2025 Q1	$387K	Buy
2024 Q4	$374K	Buy