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

Legacy Wealth Management (Mississippi)’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
2020
Q1 		– Sell
-33,000
Closed -$637K – 117
2019
Q4 		$637K Buy
+33,000
New +$618K 0.55% 55

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Legacy Wealth Management (Mississippi)'s SCHD Position: Q1 2020 in Review

Legacy Wealth Management (Mississippi) sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2020, closing a stake of 33,000 shares — an estimated $637K sold.

Legacy Wealth Management (Mississippi) first reported a position in SCHD in Q4 2019 and held it in 1 quarter. The position peaked at $637K in Q4 2019. 646 funds tracked by Wall St. Rank hold SCHD as of Q1 2020.

  • Legacy Wealth Management (Mississippi) reported no remaining Schwab US Dividend Equity ETF position as of Q1 2020 after selling out during the quarter.
  • Legacy Wealth Management (Mississippi) sold 33,000 Schwab US Dividend Equity ETF shares in Q1 2020, an estimated $637K.
  • Legacy Wealth Management (Mississippi) first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and held it in 1 quarter.
  • Legacy Wealth Management (Mississippi)'s Schwab US Dividend Equity ETF position peaked at $637K in Q4 2019.
  • 646 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2020.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q1 2020, filed 12 Dec 2024.