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Aletheian Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Aletheian Wealth Advisors’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-8,250
Closed -$231K – 103
2025
Q1 		$231K Buy
+8,250
New +$231K 0.13% 84