AFA
American Financial Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.7M | Buy |
1,084,360
+16,469
| +2% | +$436K | 4.01% | 10 |
|
|
2025
Q1 | $29.9M | Sell |
1,067,891
-15,212
| -1% | -$425K | 4.33% | 9 |
|
|
2024
Q4 | $29.6M | Buy |
1,083,103
+724,421
| +202% | +$19.8M | 4.17% | 9 |
|
|
2024
Q3 | $30.3M | Sell |
358,682
-4,277
| -1% | -$362K | 4.14% | 9 |
|
|
2024
Q2 | $28.2M | Buy |
362,959
+17,834
| +5% | +$1.39M | 4.01% | 9 |
|
|
2024
Q1 | $27.8M | Buy |
345,125
+7,091
| +2% | +$572K | 3.92% | 10 |
|
|
2023
Q4 | $25.7M | Buy |
338,034
+6,396
| +2% | +$487K | 3.81% | 11 |
|
|
2023
Q3 | $23.5M | Buy |
331,638
+70,403
| +27% | +$4.98M | 3.7% | 11 |
|
|
2023
Q2 | $19M | Buy |
261,235
+222,602
| +576% | +$16.2M | 2.97% | 12 |
|
|
2023
Q1 | $2.83M | Buy |
38,633
+16,624
| +76% | +$1.22M | 0.46% | 35 |
|
|
2022
Q4 | $1.66M | Buy |
22,009
+15,868
| +258% | +$1.2M | 0.28% | 43 |
|
|
2022
Q3 | $408K | Buy |
6,141
+604
| +11% | +$40.1K | 0.07% | 83 |
|
|
2022
Q2 | $397K | Buy |
5,537
+1,307
| +31% | +$93.7K | 0.11% | 54 |
|
|
2022
Q1 | $334K | Buy |
4,230
+154
| +4% | +$12.2K | 0.05% | 98 |
|
|
2021
Q4 | $329K | Buy |
4,076
+96
| +2% | +$7.75K | 0.04% | 103 |
|
|
2021
Q3 | $295K | Buy |
3,980
+164
| +4% | +$12.2K | 0.04% | 104 |
|
|
2021
Q2 | $289K | Buy |
3,816
+102
| +3% | +$7.73K | 0.04% | 109 |
|
|
2021
Q1 | $271K | Buy |
3,714
+13
| +0.4% | +$949 | 0.04% | 106 |
|
|
2020
Q4 | $237K | Buy |
3,701
+66
| +2% | +$4.23K | 0.03% | 107 |
|
|
2020
Q3 | $201K | Sell |
3,635
-287
| -7% | -$15.9K | 0.03% | 102 |
|
|
2020
Q2 | $211K | Buy |
+3,922
| New | +$211K | 0.03% | 100 |
|
|
2020
Q1 | – | Sell |
-3,699
| Closed | -$202K | – | 101 |
|
|
2019
Q4 | $202K | Buy |
+3,699
| New | +$202K | 0.04% | 90 |
|