WPA
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Wealth Preservation Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Wealth Preservation Advisors’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.74K Hold
141
– – ﹤0.01% 401
2025
Q1 		$3.94K Buy
+141
New +$3.94K ﹤0.01% 406