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

Essential 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
2025
Q1 		– Sell
-210,058
Closed -$6.76M – 253
2024
Q4 		$6.76M Buy
+210,058
New +$6.76M 0.04% 97