Financial Architects (New Jersey)’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $24.5M | Buy |
|
|||||
|
2023
Q1 | $24.1M | Buy |
|
|||||
|
2022
Q4 | $23.7M | Buy |
|
|||||
|
2022
Q3 | $20.1M | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $21.5M | Buy |
|
|||||
|
2021
Q4 | $20.7M | Buy |
|
|||||
|
2021
Q3 | $17.5M | Buy |
|
|||||
|
2021
Q2 | $17.1M | Buy |
|
|||||
|
2021
Q1 | $15.7M | Buy |
|
|||||
|
2020
Q4 | $11.8M | Buy |
|
|||||
|
2020
Q3 | $8.03M | Buy |
|
|||||
|
2020
Q2 | $6.28M | Buy |
|
|||||
|
2020
Q1 | $2.8M | Buy |
|
|||||
|
2019
Q4 | $2.1M | Buy |
|
|||||
|
2019
Q3 | $834K | Buy |
|
|||||
|
2019
Q2 | $73K | Sell |
|
|||||
|
2019
Q1 | $76K | Buy |
|
|||||
|
2018
Q4 | $68K | Sell |
|
|||||
|
2018
Q3 | $82K | Buy |
|
|||||
|
2018
Q2 | $76K | Sell |
|
|||||
|
2018
Q1 | $109K | Sell |
|
|||||
|
2017
Q4 | $134K | Sell |
|
|||||
|
2017
Q3 | $151K | Buy |
|
|||||
|
2017
Q2 | $46K | Buy |
|
|||||
|
2017
Q1 | $28K | Hold |
|
|||||
|
2016
Q4 | $27K | Sell |
|
|||||
|
2016
Q3 | $40K | Sell |
|
|||||
|
2016
Q2 | $41K | Buy |
|
|||||
|
2016
Q1 | $37K | Buy |
|
|||||
|
2015
Q3 | – | Sell |
|
|||||
|
2015
Q2 | $31K | Hold |
|
|||||
|
2015
Q1 | $32K | Buy |
|
|||||
|
2014
Q4 | $30K | Hold |
|
|||||
|
2014
Q3 | $29K | Buy |
|
|||||
|
2014
Q2 | $12K | Buy |
|
|||||
|
2013
Q4 | – | Sell |
|
|||||
|
2013
Q3 | $68K | Buy |
|