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Summit Wealth Group (Colorado)’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$22.1M Buy
+835,035
New +$22.1M 5.56% 2