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

Legacy Wealth Management (Tennessee)’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-8,970
Closed -$130K – 57
2016
Q4 		$130K Buy
+8,970
New +$130K 0.03% 12