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
2026 Q2	–	Sell	-441	Closed	-$13.5K	–	800
2026 Q1	$13.5K	Buy	441 +230	+109%	+$6.98K	0.01%	437
2025 Q4	$5.79K	Buy	211 +74	+54%	+$2.01K	﹤0.01%	510
2025 Q3	$3.74K	Buy	137 +100	+270%	+$2.73K	﹤0.01%	467
2025 Q2	$971	Buy	37 +6	+19%	+$157	﹤0.01%	597
2025 Q1	$875	Buy	31 +7	+29%	+$195	﹤0.01%	653
2024 Q4	$662	Sell	24 -1,173	-98%	-$33.3K	﹤0.01%	633
2024 Q3	$11.6K	Buy	+1,197	New	+$32.6K	0.01%	289

Other funds holding SCHD

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s SCHD Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2026, closing a stake of 441 shares — an estimated $13.5K sold.

Legacy Wealth Management (Idaho) first reported a position in SCHD in Q3 2024 and held it in 7 quarters. The position peaked at $13.5K in Q1 2026. 2,128 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

Legacy Wealth Management (Idaho) reported no remaining Schwab US Dividend Equity ETF position as of Q2 2026 after selling out during the quarter.
Legacy Wealth Management (Idaho) sold 441 Schwab US Dividend Equity ETF shares in Q2 2026, an estimated $13.5K.
Legacy Wealth Management (Idaho) first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and held it in 7 quarters.
Legacy Wealth Management (Idaho)'s Schwab US Dividend Equity ETF position peaked at $13.5K in Q1 2026.
2,128 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.