CFS Investment Advisory Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

CFS Investment Advisory Services’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
2025 Q3	$373K	Buy
2023 Q3	–	Sell
2023 Q2	$308K	Buy
2021 Q3	–	Sell
2021 Q2	$2.31M	Buy