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

Copia Wealth Management’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$107K Hold
4,030
– – 0.09% 121
2025
Q1 		$113K Buy
+4,030
New +$113K 0.1% 114