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Schwab Strategic Tr us dividend eq shares owned by Legacy Private Trust

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Legacy Private Trust from 13F filings

Historical chart of Legacy Private Trust investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Legacy Private Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Legacy Private Trust

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.9M 73k 80.63
2023-12-31 $5.6M 73k 76.13
2023-09-30 $5.2M 74k 70.76
2023-06-30 $5.4M 75k 72.62
2023-03-31 $5.4M 74k 73.16
2022-12-31 $5.6M 74k 75.53
2022-09-30 $5.9M 89k 66.44
2022-06-30 $6.3M 89k 71.63
2022-03-31 $6.3M 79k 78.88
2021-12-31 $6.5M 80k 80.83
2021-09-30 $6.1M 82k 74.24
2021-06-30 $6.3M 83k 75.62
2021-03-31 $6.2M 85k 72.92
2020-12-31 $5.8M 90k 64.15
2020-09-30 $5.1M 92k 55.31
2020-06-30 $5.3M 102k 51.74
2020-03-31 $4.7M 105k 44.98
2019-12-31 $6.0M 104k 57.93
2019-09-30 $5.8M 105k 54.78
2019-06-30 $5.2M 99k 53.06
2019-03-31 $5.2M 99k 52.28
2018-12-31 $4.7M 101k 46.96
2018-09-30 $5.4M 102k 53.00
2018-06-30 $5.0M 101k 49.29
2018-03-31 $5.3M 108k 49.03
2017-12-31 $5.6M 110k 51.17
2017-09-30 $5.2M 112k 46.80
2017-06-30 $4.9M 108k 45.10
2017-03-31 $5.2M 116k 44.58
2016-12-31 $5.4M 124k 43.57
2016-09-30 $5.1M 120k 42.31
2016-06-30 $5.1M 123k 41.44
2016-03-31 $4.3M 108k 40.09
2015-12-31 $1.2M 32k 38.53

More positions owned by Legacy Private Trust

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Balanced Index Fd I Total Bnd Mrkt (BND)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Legacy Private Trust

Top funds holding Schwab Strategic Tr us dividend eq

LPL Financial
Charles Schwab Investment Advisory
Morgan Stanley
H D Vest Advisory Services
Bank of America Corporation
Ameriprise Financial
Sumitomo Life Insurance
Envestnet Asset Management
Northwestern Mutual Wealth Management Company
Raymond James Financial Services Advisors
Wealthfront Advisers
Sontag Advisory
UBS Group
Commonwealth Equity Services
Advisor Group Holdings

View all funds holding Schwab Strategic Tr us dividend eq