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Legacy Wealth Management (Mississippi)’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Legacy Wealth Management (Mississippi)’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-11,000
Closed -$637K – 117
2019
Q4 		$637K Buy
+11,000
New +$637K 0.55% 55