C1AG
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Client 1st Advisory Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Client 1st Advisory Group’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-9,615
Closed -$269K – 138
2025
Q1 		$269K Buy
+9,615
New +$269K 0.1% 102