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Kieckhefer Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Kieckhefer Group’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,755
Closed -$130K – 112
2024
Q4 		$130K Buy
+4,755
New +$130K 0.08% 53