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Silver Oak Wealth Advisors Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$219K Hold
8,270
0.16% 34
2025
Q1
$231K Hold
8,270
0.21% 30
2024
Q4
$226K Buy
+8,270
New +$226K 0.2% 38