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Cheviot Value Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Cheviot Value Management’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$119K Buy
4,423
+11
+0.2% +$296 0.01% 143
2025
Q1 		$114K Buy
+4,412
New +$114K 0.01% 144