Financial Architects (New Jersey)’s Schwab US Large-Cap Value ETF SCHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.38M | Sell |
|
|||||
|
2023
Q1 | $2.35M | Sell |
|
|||||
|
2022
Q4 | $2.43M | Sell |
|
|||||
|
2022
Q3 | $2.16M | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $2.63M | Buy |
|
|||||
|
2021
Q4 | $2.67M | Buy |
|
|||||
|
2021
Q3 | $2.44M | Sell |
|
|||||
|
2021
Q2 | $2.48M | Sell |
|
|||||
|
2021
Q1 | $2.45M | Sell |
|
|||||
|
2020
Q4 | $2.25M | Sell |
|
|||||
|
2020
Q3 | $2.08M | Sell |
|
|||||
|
2020
Q2 | $2.07M | Sell |
|
|||||
|
2020
Q1 | $1.96M | Sell |
|
|||||
|
2019
Q4 | $2.74M | Buy |
|
|||||
|
2019
Q3 | $2.58M | Buy |
|
|||||
|
2019
Q2 | $2.54M | Buy |
|
|||||
|
2019
Q1 | $2.44M | Sell |
|
|||||
|
2018
Q4 | $2.33M | Buy |
|
|||||
|
2018
Q3 | $2.47M | Buy |
|
|||||
|
2018
Q2 | $2.31M | Sell |
|
|||||
|
2018
Q1 | $2.31M | Buy |
|
|||||
|
2017
Q4 | $2.33M | Buy |
|
|||||
|
2017
Q3 | $2.14M | Sell |
|
|||||
|
2017
Q2 | $2.09M | Buy |
|
|||||
|
2017
Q1 | $2.03M | Sell |
|
|||||
|
2016
Q4 | $1.98M | Buy |
|
|||||
|
2016
Q3 | $1.63M | Sell |
|
|||||
|
2016
Q2 | $1.62M | Buy |
|
|||||
|
2016
Q1 | $1.55M | Buy |
|
|||||
|
2015
Q4 | $1.42M | Buy |
|
|||||
|
2015
Q3 | $940K | Buy |
|
|||||
|
2015
Q2 | $982K | Buy |
|
|||||
|
2015
Q1 | $880K | Buy |
|
|||||
|
2014
Q4 | $116K | Buy |
|
|||||
|
2014
Q3 | $58K | Buy |
|
|||||
|
2014
Q2 | $47K | Buy |
|
|||||
|
2013
Q4 | – | Sell |
|
|||||
|
2013
Q3 | $19K | Buy |
|
|||||
|
2013
Q2 | $13K | Buy |
|