Axxcess Wealth Management’s Schwab International Dividend Equity ETF SCHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-20,752
| Closed | -$510K | – | 920 |
|
|
2023
Q4 | $510K | Buy |
20,752
+2,605
| +14% | +$64.1K | 0.01% | 504 |
|
|
2023
Q3 | $417K | Sell |
18,147
-32,288
| -64% | -$743K | 0.01% | 520 |
|
|
2023
Q2 | $1.21M | Sell |
50,435
-1,268
| -2% | -$30.4K | 0.09% | 196 |
|
|
2023
Q1 | $1.22M | Buy |
51,703
+22,589
| +78% | +$534K | 0.09% | 197 |
|
|
2022
Q4 | $653K | Buy |
+29,114
| New | +$653K | 0.05% | 307 |
|