Archer Investment Corporation’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $214K | Buy |
8,063
+929
| +13% | +$24.6K | 0.05% | 255 |
|
2025
Q1 | $199K | Buy |
7,134
+1,261
| +21% | +$35.3K | 0.05% | 255 |
|
2024
Q4 | $160K | Buy |
5,873
+2,711
| +86% | +$74.1K | 0.04% | 266 |
|
2024
Q3 | $89.1K | Buy |
3,162
+993
| +46% | +$28K | 0.02% | 356 |
|
2024
Q2 | $56.2K | Buy |
2,169
+387
| +22% | +$10K | 0.02% | 414 |
|
2024
Q1 | $47.9K | Buy |
1,782
+3
| +0.2% | +$81 | 0.01% | 416 |
|
2023
Q4 | $45.2K | Sell |
1,779
-6,219
| -78% | -$158K | 0.01% | 414 |
|
2023
Q3 | $189K | Buy |
7,998
+672
| +9% | +$15.8K | 0.07% | 216 |
|
2023
Q2 | $177K | Sell |
7,326
-2,259
| -24% | -$54.7K | 0.06% | 229 |
|
2023
Q1 | $234K | Sell |
9,585
-669
| -7% | -$16.3K | 0.09% | 202 |
|
2022
Q4 | $258K | Buy |
10,254
+2,337
| +30% | +$58.8K | 0.1% | 188 |
|
2022
Q3 | $175K | Buy |
7,917
+75
| +1% | +$1.66K | 0.07% | 209 |
|
2022
Q2 | $187K | Sell |
7,842
-153
| -2% | -$3.65K | 0.08% | 209 |
|
2022
Q1 | $210K | Buy |
7,995
+816
| +11% | +$21.5K | 0.07% | 208 |
|
2021
Q4 | $193K | Buy |
7,179
+960
| +15% | +$25.9K | 0.07% | 222 |
|
2021
Q3 | $154K | Buy |
+6,219
| New | +$154K | 0.06% | 228 |
|