AIA
Armor Investment 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 | $5.89M | Sell |
222,331
-869
| -0.4% | -$23K | 2.22% | 12 |
|
|
2025
Q1 | $6.24M | Buy |
223,200
+151
| +0.1% | +$4.22K | 2.58% | 12 |
|
|
2024
Q4 | $6.09M | Buy |
223,049
+149,255
| +202% | +$4.08M | 2.5% | 12 |
|
|
2024
Q3 | $6.24M | Sell |
73,794
-1,742
| -2% | -$147K | 2.58% | 11 |
|
|
2024
Q2 | $5.87M | Buy |
75,536
+2,051
| +3% | +$159K | 2.71% | 11 |
|
|
2024
Q1 | $5.93M | Buy |
73,485
+666
| +0.9% | +$53.7K | 2.85% | 9 |
|
|
2023
Q4 | $5.54M | Buy |
72,819
+1,906
| +3% | +$145K | 2.93% | 9 |
|
|
2023
Q3 | $5.02M | Buy |
70,913
+4,593
| +7% | +$325K | 2.98% | 7 |
|
|
2023
Q2 | $4.82M | Buy |
66,320
+2,780
| +4% | +$202K | 2.92% | 8 |
|
|
2023
Q1 | $4.65M | Buy |
63,540
+3,809
| +6% | +$279K | 2.66% | 9 |
|
|
2022
Q4 | $4.51M | Buy |
59,731
+4,191
| +8% | +$317K | 2.74% | 8 |
|
|
2022
Q3 | $3.69M | Buy |
55,540
+3,296
| +6% | +$219K | 2.51% | 8 |
|
|
2022
Q2 | $3.74M | Buy |
52,244
+5,329
| +11% | +$382K | 2.43% | 11 |
|
|
2022
Q1 | $3.7M | Buy |
46,915
+5,672
| +14% | +$447K | 2.09% | 12 |
|
|
2021
Q4 | $3.33M | Buy |
41,243
+7,517
| +22% | +$608K | 1.88% | 15 |
|
|
2021
Q3 | $2.5M | Buy |
33,726
+277
| +0.8% | +$20.6K | 1.57% | 17 |
|
|
2021
Q2 | $2.53M | Buy |
33,449
+1,328
| +4% | +$100K | 1.53% | 18 |
|
|
2021
Q1 | $2.34M | Buy |
32,121
+2,541
| +9% | +$185K | 1.52% | 18 |
|
|
2020
Q4 | $1.9M | Buy |
29,580
+1,493
| +5% | +$95.7K | 1.34% | 23 |
|
|
2020
Q3 | $1.55M | Buy |
28,087
+3,316
| +13% | +$183K | 1.33% | 25 |
|
|
2020
Q2 | $1.28M | Sell |
24,771
-228
| -0.9% | -$11.8K | 1.11% | 33 |
|
|
2020
Q1 | $1.12M | Sell |
24,999
-347
| -1% | -$15.6K | 1.15% | 31 |
|
|
2019
Q4 | $1.47M | Buy |
25,346
+945
| +4% | +$54.7K | 1.14% | 27 |
|
|
2019
Q3 | $1.34M | Buy |
24,401
+663
| +3% | +$36.3K | 1.09% | 30 |
|
|
2019
Q2 | $1.26M | Buy |
23,738
+730
| +3% | +$38.7K | 1.06% | 30 |
|
|
2019
Q1 | $1.2M | Buy |
23,008
+4,003
| +21% | +$209K | 1.04% | 32 |
|
|
2018
Q4 | $893K | Buy |
19,005
+1,281
| +7% | +$60.2K | 0.91% | 37 |
|
|
2018
Q3 | $939K | Buy |
17,724
+793
| +5% | +$42K | 0.83% | 41 |
|
|
2018
Q2 | $835K | Buy |
16,931
+3,100
| +22% | +$153K | 0.75% | 44 |
|
|
2018
Q1 | $678K | Buy |
13,831
+1,595
| +13% | +$78.2K | 0.62% | 52 |
|
|
2017
Q4 | $626K | Sell |
12,236
-97
| -0.8% | -$4.96K | 0.57% | 55 |
|
|
2017
Q3 | $577K | Buy |
12,333
+852
| +7% | +$39.9K | 0.55% | 58 |
|
|
2017
Q2 | $518K | Buy |
11,481
+3,003
| +35% | +$135K | 0.52% | 59 |
|
|
2017
Q1 | $378K | Buy |
8,478
+372
| +5% | +$16.6K | 0.38% | 69 |
|
|
2016
Q4 | $353K | Buy |
+8,106
| New | +$353K | 0.36% | 70 |
|