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

GK Wealth Management’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
-9,775
Closed -$267K – 156
2024
Q4 		$267K Buy
+9,775
New +$267K 0.34% 96