Financial Architects (New Jersey)’s Schwab International Dividend Equity ETF SCHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $3.63M | Sell |
151,616
-2,158
| -1% | -$51.7K | 0.55% | 40 |
|
|
2023
Q1 | $3.63M | Sell |
153,774
-2,112
| -1% | -$49.9K | 0.58% | 38 |
|
|
2022
Q4 | $3.49M | Sell |
155,886
-5,813
| -4% | -$130K | 0.58% | 39 |
|
|
2022
Q3 | $3.24M | Buy |
+161,699
| New | +$3.24M | 0.57% | 39 |
|
|
2022
Q2 | – | Sell |
-132,436
| Closed | -$3.4M | – | 240 |
|
|
2022
Q1 | $3.4M | Buy |
132,436
+12,108
| +10% | +$311K | 0.49% | 47 |
|
|
2021
Q4 | $3.09M | Buy |
120,328
+22,178
| +23% | +$569K | 0.42% | 54 |
|
|
2021
Q3 | $2.44M | Buy |
+98,150
| New | +$2.44M | 0.36% | 72 |
|