AAM
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AMI Asset Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

AMI Asset Management’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-13,782
Closed -$350K – 84
2023
Q4 		$350K Buy
+13,782
New +$350K 0.02% 81