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Compass Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Compass Wealth Management’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-80
Closed -$2.24K – 353
2025
Q1 		$2.24K Buy
+80
New +$2.24K ﹤0.01% 401