Avidian Wealth Enterprises’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 | $1.04M | Buy |
38,089
+1,243
| +3% | +$34K | 0.04% | 197 |
|
|
2025
Q1 | $935K | Buy |
36,846
+1,408
| +4% | +$35.7K | 0.04% | 203 |
|
|
2024
Q4 | $819K | Buy |
35,438
+2,522
| +8% | +$58.3K | 0.04% | 217 |
|
|
2024
Q3 | $861K | Buy |
32,916
+2,184
| +7% | +$57.2K | 0.04% | 207 |
|
|
2024
Q2 | $724K | Buy |
30,732
+1,626
| +6% | +$38.3K | 0.03% | 219 |
|
|
2024
Q1 | $706K | Buy |
29,106
+2,059
| +8% | +$50K | 0.03% | 204 |
|
|
2023
Q4 | $665K | Sell |
27,047
-6,720
| -20% | -$165K | 0.04% | 212 |
|
|
2023
Q3 | $777K | Buy |
+33,767
| New | +$777K | 0.05% | 192 |
|