MWA
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Martel Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Martel Wealth Advisors’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 		$204K Buy
+7,684
New +$204K 0.04% 70