AWE
SCHY icon

Avidian Wealth Enterprises’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Avidian Wealth Enterprises’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
2026
Q1 		$1.21M Buy
38,140
+51
+0.1% +$1.62K 0.04% 265
2025
Q4 		$1.14M Hold
38,089
– – 0.04% 211
2025
Q3 		$1.06M Hold
38,089
– – 0.04% 212
2025
Q2 		$1.04M Buy
38,089
+1,243
+3% +$32.8K 0.04% 198
2025
Q1 		$935K Buy
36,846
+1,408
+4% +$34.3K 0.04% 203
2024
Q4 		$819K Buy
35,438
+2,522
+8% +$61.8K 0.04% 217
2024
Q3 		$861K Buy
32,916
+2,184
+7% +$55K 0.04% 208
2024
Q2 		$724K Buy
30,732
+1,626
+6% +$39.1K 0.03% 229
2024
Q1 		$706K Buy
29,106
+2,059
+8% +$50.1K 0.04% 208
2023
Q4 		$665K Sell
27,047
-6,720
-20% -$157K 0.04% 214
2023
Q3 		$777K Buy
+33,767
New +$803K 0.05% 194

Other funds holding SCHY

CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
HA
Hamel Associates Chatham, New Jersey $351M AUM 23.28% 1-Year Est. Return
SAM
Summit Asset Management Memphis, Tennessee $719M AUM 13.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.82B AUM 16.73% 1-Year Est. Return
IF
IRON Financial Northbrook, Illinois $229M AUM 13.96% 1-Year Est. Return