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Axxcess Wealth Management’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Axxcess Wealth Management’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
2024
Q1 		– Sell
-20,752
Closed -$510K – 922
2023
Q4 		$510K Buy
20,752
+2,605
+14% +$60.8K 0.01% 506
2023
Q3 		$417K Sell
18,147
-32,288
-64% -$768K 0.01% 520
2023
Q2 		$1.21M Sell
50,435
-1,268
-2% -$30.5K 0.09% 197
2023
Q1 		$1.22M Buy
51,703
+22,589
+78% +$526K 0.09% 200
2022
Q4 		$653K Buy
+29,114
New +$634K 0.05% 307

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 $719M AUM 13.76% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SFA
Souders Financial Advisors Cincinnati, Ohio $876M AUM 14.39% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Axxcess Wealth Management's SCHY Position: Q1 2024 in Review

Axxcess Wealth Management sold out of Schwab International Dividend Equity ETF (SCHY) in Q1 2024, closing a stake of 20,752 shares — an estimated $510K sold.

Axxcess Wealth Management first reported a position in SCHY in Q4 2022 and held it in 5 quarters. The position peaked at $1.22M in Q1 2023. 108 funds tracked by Wall St. Rank hold SCHY as of Q1 2024.

  • Axxcess Wealth Management reported no remaining Schwab International Dividend Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 20,752 Schwab International Dividend Equity ETF shares in Q1 2024, an estimated $510K.
  • Axxcess Wealth Management first reported a position in Schwab International Dividend Equity ETF in Q4 2022 and held it in 5 quarters.
  • Axxcess Wealth Management's Schwab International Dividend Equity ETF position peaked at $1.22M in Q1 2023.
  • 108 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q1 2024.

Based on Axxcess Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.