Legacy Wealth Management (Idaho)’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Legacy Wealth Management (Idaho)’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
2025 Q1	$875	Buy
2024 Q4	$662	Sell
2024 Q3	$11.6K	Buy