CLP
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Charis Legacy Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Charis Legacy Partners’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$332K Sell
12,531
-9,511
-43% -$252K 0.55% 23
2025
Q1 		$616K Buy
+22,042
New +$616K 1.17% 16