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Convergence Financial’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Convergence Financial’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-8,583
Closed -$242K – 169
2024
Q3 		$242K Buy
+8,583
New +$242K 0.05% 142