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AJ Wealth Strategies’s Schwab International Dividend Equity ETF SCHY Stock Holding History

AJ Wealth Strategies’s Portfolio SCHY Stock Details SCHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$500K Hold
20,870
– – 0.02% 183
2023
Q1 		$493K Hold
20,870
– – 0.03% 180
2022
Q4 		$468K Buy
+20,870
New +$455K 0.02% 187

Other funds holding SCHY

CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SAM
Summit Asset Management Memphis, Tennessee $780M AUM 16.8% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
SFA
Souders Financial Advisors Cincinnati, Ohio $994M AUM 18.44% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AJ Wealth Strategies's SCHY Position: Q2 2023 in Review

AJ Wealth Strategies held its Schwab International Dividend Equity ETF (SCHY) position steady in Q2 2023 at 20,870 shares worth $500K. The position accounts for 0.02% of the portfolio, ranked #183.

AJ Wealth Strategies first reported a position in SCHY in Q4 2022 and has held it in 3 quarters since. 83 funds tracked by Wall St. Rank hold SCHY as of Q2 2023.

  • AJ Wealth Strategies held 20,870 shares of Schwab International Dividend Equity ETF worth $500K as of Q2 2023.
  • AJ Wealth Strategies left its Schwab International Dividend Equity ETF share count unchanged in Q2 2023.
  • Schwab International Dividend Equity ETF made up 0.02% of AJ Wealth Strategies's portfolio in Q2 2023, its #183 holding.
  • AJ Wealth Strategies first reported a position in Schwab International Dividend Equity ETF in Q4 2022 and has held it in 3 quarters since.
  • 83 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.