JWM
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JFG Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

JFG 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
2022
Q2 		– Sell
-11,700
Closed -$308K – 45
2022
Q1 		$308K Buy
+11,700
New +$308K 0.09% 27