HWA
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Heritage Wealth Architects’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Heritage Wealth Architects’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$1.06M Buy
2025
Q2 		$994K Buy