Avantax Advisory Services’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 | $481K | Buy |
17,588
+6,248
| +55% | +$171K | ﹤0.01% | 1604 |
|
|
2025
Q1 | $288K | Sell |
11,340
-1,534
| -12% | -$38.9K | ﹤0.01% | 1859 |
|
|
2024
Q4 | $298K | Buy |
12,874
+1,774
| +16% | +$41K | ﹤0.01% | 1783 |
|
|
2024
Q3 | $290K | Buy |
11,100
+130
| +1% | +$3.4K | ﹤0.01% | 1776 |
|
|
2024
Q2 | $259K | Buy |
10,970
+220
| +2% | +$5.19K | ﹤0.01% | 1799 |
|
|
2024
Q1 | $261K | Sell |
10,750
-300
| -3% | -$7.28K | ﹤0.01% | 1380 |
|
|
2023
Q4 | $272K | Sell |
11,050
-1,000
| -8% | -$24.6K | ﹤0.01% | 1292 |
|
|
2023
Q3 | $277K | Sell |
12,050
-1,120
| -9% | -$25.8K | ﹤0.01% | 1241 |
|
|
2023
Q2 | $315K | Sell |
13,170
-280
| -2% | -$6.7K | ﹤0.01% | 1158 |
|
|
2023
Q1 | $318K | Buy |
13,450
+200
| +2% | +$4.73K | ﹤0.01% | 1121 |
|
|
2022
Q4 | $297K | Buy |
13,250
+1,420
| +12% | +$31.8K | ﹤0.01% | 1111 |
|
|
2022
Q3 | $237K | Sell |
11,830
-6,357
| -35% | -$127K | ﹤0.01% | 1124 |
|
|
2022
Q2 | $409K | Buy |
18,187
+8,777
| +93% | +$197K | 0.01% | 867 |
|
|
2022
Q1 | $243K | Buy |
+9,410
| New | +$243K | ﹤0.01% | 1108 |
|