LWM
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LJI Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

LJI Wealth Management’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-8,778
Closed -$212K – 180
2023
Q2 		$212K Buy
+8,778
New +$212K 0.06% 146