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

Callahan Advisors’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-8,613
Closed -$203K – 145
2023
Q3 		$203K Buy
+8,613
New +$203K 0.03% 136