CP
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Cornerstone Planning’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Cornerstone Planning’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 		$431K Buy
+15,773
New +$431K 0.16% 96