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Okabena Investment Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Okabena Investment Services’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
Q1 		– Sell
-67,713
Closed -$1.19M – 239
2022
Q4 		$1.19M Buy
+67,713
New +$1.19M 0.79% 38