Acorn Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $559K | Buy |
20,445
+1,130
| +6% | +$30.9K | 0.21% | 105 |
|
|
2025
Q1 | $490K | Sell |
19,315
-777
| -4% | -$19.7K | 0.2% | 107 |
|
|
2024
Q4 | $465K | Sell |
20,092
-13,831
| -41% | -$320K | 0.19% | 112 |
|
|
2024
Q3 | $888K | Buy |
33,923
+2,486
| +8% | +$65.1K | 0.38% | 55 |
|
|
2024
Q2 | $741K | Buy |
31,437
+9,150
| +41% | +$216K | 0.37% | 61 |
|
|
2024
Q1 | $541K | Buy |
22,287
+8,587
| +63% | +$208K | 0.28% | 76 |
|
|
2023
Q4 | $337K | Buy |
13,700
+4,487
| +49% | +$110K | 0.2% | 111 |
|
|
2023
Q3 | $212K | Buy |
+9,213
| New | +$212K | 0.14% | 170 |
|