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Confluence Wealth Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Confluence Wealth Services’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1
Closed – – 982
2021
Q4 		$0 Buy
+1
New – ﹤0.01% 1263