MLA
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My Legacy Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

My Legacy Advisors’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-9,810
Closed -$264K – 215
2024
Q1 		$264K Sell
9,810
-2,400
-20% -$64.5K 0.09% 198
2023
Q4 		$310K Buy
+12,210
New +$310K 0.11% 182