Legacy Financial Advisors, Inc.'s ownership history for SCHD

Legacy Financial Advisors, Inc. currently holds 18.2K shares with a market value of $558.0K. It started holding SCHD on 2024-09-30. At its peak, it held 18.2K shares on 2026-03-31. Its highest holding value was $558.0K on 2026-03-31. At its lowest, it held 5.1K shares on 2024-09-30, with a value of $378.1K on 2025-06-30. In the recent 180 days, Legacy Financial Advisors, Inc. has increased its shares by 4.0K. In the recent year, Legacy Financial Advisors, Inc. has increased its shares by 3.9K.