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Lighthouse Financial Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Lighthouse Financial Advisors’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,441
Closed -$83K – 231
2019
Q4 		$83K Buy
+1,441
New +$83K 0.04% 105