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Atria Wealth Solutions’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Atria Wealth Solutions’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
2025
Q1 		– Sell
-8,745
Closed -$202K – 2053
2024
Q4 		$202K Buy
+8,745
New +$214K ﹤0.01% 1827

Other funds holding SCHY

CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
SAM
Summit Asset Management Memphis, Tennessee $780M AUM 16.8% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LWM
LeConte Wealth Management Maryville, Tennessee $184M AUM 29.46% 1-Year Est. Return
IF
IRON Financial Northbrook, Illinois $242M AUM 17.3% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Atria Wealth Solutions's SCHY Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Schwab International Dividend Equity ETF (SCHY) in Q1 2025, closing a stake of 8,745 shares — an estimated $202K sold.

Atria Wealth Solutions first reported a position in SCHY in Q4 2024 and held it in 1 quarter. The position peaked at $202K in Q4 2024. 120 funds tracked by Wall St. Rank hold SCHY as of Q1 2025.

  • Atria Wealth Solutions reported no remaining Schwab International Dividend Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 8,745 Schwab International Dividend Equity ETF shares in Q1 2025, an estimated $202K.
  • Atria Wealth Solutions first reported a position in Schwab International Dividend Equity ETF in Q4 2024 and held it in 1 quarter.
  • Atria Wealth Solutions's Schwab International Dividend Equity ETF position peaked at $202K in Q4 2024.
  • 120 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.