WFA
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Wade Financial Advisory’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Wade Financial Advisory’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$345K Hold
12,333
– – 0.12% 59
2024
Q4 		$337K Buy
+12,333
New +$337K 0.11% 60