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Name: |
Schaeffer Financial LLC |
City: |
Rockville |
State: |
MD |
Zip: |
20853 |
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data |
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Filing Period: |
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Holdings
Found :
3 |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
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SCHD |
Schwab US Dividend Equity ETF |
1 |
- |
$80.08 |
$17,504,000 |
217,084 |
17.43% |
1,034,000 |
740 |
0.072 |
N/A |
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CSJ |
iShares Barclays 1-3 Year C... |
3 |
- |
$51.11 |
$15,286,000 |
298,087 |
15.22% |
489,000 |
9,506 |
0.036 |
Closed - End Fund - E... |
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SCHI |
Schwab 5-10 Year Corporate ... |
11 |
- |
$44.04 |
$522,000 |
11,728 |
0.52% |
50,000 |
1,236 |
0.009 |
N/A |
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