WAS
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Wealth Advisory Solutions’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Wealth Advisory Solutions’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-35,292
Closed -$780K – 130
2023
Q2 		$780K Buy
+35,292
New +$780K 0.21% 69