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Buck Wealth Strategies’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Buck Wealth Strategies’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$344K Buy
12,970
+3,565
+38% +$94.5K 0.05% 121
2025
Q1 		$263K Buy
+9,405
New +$263K 0.05% 109