EHWM
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Eads & Heald Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Eads & Heald Wealth Management’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,830
Closed -$215K – 150
2023
Q4 		$215K Buy
+2,830
New +$215K 0.1% 142