Beese Fulmer Investment Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Beese Fulmer Investment Management’s Portfolio SCHD Stock Details SCHD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$202K	Buy
2020 Q3	–	Sell
2020 Q2	$9K	Buy