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

Quantum Financial Advisors’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-25,482
Closed -$696K – 194
2024
Q4 		$696K Buy
+25,482
New +$696K 0.11% 74