Financial Architects, Inc Schwab Strategic Tr Us Dividen Transaction History

Financial Architects, Inc

  • $657 Million
  • Q2 2023

A detailed history of Financial Architects, Inc transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Financial Architects, Inc holds 336,895 shares of SCHD stock, worth $25.9 Million. This represents 3.72% of its overall portfolio holdings.

Number of Shares
336,895
Previous 329,141 2.36%
Holding current value
$25.9 Million
Previous $24.1 Million 1.6%
% of portfolio
3.72%
Previous 3.9%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 09, 2023
BUY
$69.18 - $73.94 $536,421 - $573,330
7,754 Added 2.36%
336,895 $24.5 Million
Q1 2023

May 12, 2023
BUY
$70.28 - $78.03 $1.11 Million - $1.23 Million
15,825 Added 5.05%
329,141 $24.1 Million
Q4 2022

Feb 06, 2023
BUY
$73.08 - $79.06 $745,562 - $806,570
10,202 Added 3.37%
313,316 $23.7 Million
Q3 2022

Nov 14, 2022
BUY
N/A
303,114 New
303,114 $20.1 Million
Q2 2022

Aug 11, 2022
SELL
N/A
-272,188 Closed
0 $0
Q1 2022

May 05, 2022
BUY
N/A
15,538 Added 6.05%
272,188 $21.5 Million
Q4 2021

Feb 14, 2022
BUY
N/A
20,466 Added 8.67%
256,650 $20.7 Million
Q3 2021

Nov 12, 2021
BUY
N/A
10,108 Added 4.47%
236,184 $17.5 Million
Q2 2021

Aug 10, 2021
BUY
N/A
10,807 Added 5.02%
226,076 $17.1 Million
Q1 2021

May 17, 2021
BUY
N/A
31,955 Added 17.43%
215,269 $15.7 Million
Q4 2020

Feb 17, 2021
BUY
N/A
38,080 Added 26.22%
183,314 $11.8 Million
Q3 2020

Nov 09, 2020
BUY
N/A
23,797 Added 19.6%
145,234 $8.03 Million
Q2 2020

Aug 11, 2020
BUY
N/A
59,118 Added 94.86%
121,437 $6.28 Million
Q1 2020

May 07, 2020
BUY
N/A
26,008 Added 71.63%
62,319 $2.8 Million
Q4 2019

Feb 14, 2020
BUY
N/A
21,094 Added 138.62%
36,311 $2.1 Million
Q3 2019

Nov 06, 2019
BUY
N/A
13,836 Added 1001.88%
15,217 $834,000
Q2 2019

Aug 14, 2019
SELL
N/A
-65 Reduced 4.5%
1,381 $73,000
Q1 2019

May 13, 2019
BUY
N/A
1,446 New
1,446 $76,000
Q1 2019

May 03, 2019
SELL
N/A
-1,440 Closed
0 $0
Q4 2018

Feb 01, 2019
SELL
N/A
-110 Reduced 7.1%
1,440 $68,000
Q3 2018

Oct 29, 2018
BUY
N/A
8 Added 0.52%
1,550 $82,000
Q2 2018

Aug 03, 2018
SELL
N/A
-680 Reduced 30.6%
1,542 $76,000
Q1 2018

Apr 23, 2018
SELL
N/A
-393 Reduced 15.03%
2,222 $109,000
Q4 2017

Feb 12, 2018
SELL
N/A
-605 Reduced 18.79%
2,615 $134,000
Q3 2017

Nov 01, 2017
BUY
N/A
2,120 Added 192.73%
3,220 $151,000
Q3 2017

Oct 23, 2017
BUY
N/A
1,100
1,100 $51,000

Others Institutions Holding SCHD

# of Institutions
1,645
Shares Held
271M
Call Options Held
1.95M
Put Options Held
715K
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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