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

Sequoia Wealth Management’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-13,918
Closed -$726K – 62
2017
Q4 		$726K Buy
+13,918
New +$726K 0.66% 30