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Legacy Advisory Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Legacy Advisory Services’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
Q2 		– Sell
-12,066
Closed -$337K – 51
2025
Q1 		$337K Buy
+12,066
New +$337K 0.28% 38