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Balboa Wealth Partners’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Balboa Wealth Partners’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
Q4 		– Sell
-11,492
Closed -$301K – 377
2024
Q3 		$301K Buy
11,492
+1,553
+16% +$39.1K 0.07% 189
2024
Q2 		$234K Hold
9,939
– – 0.06% 225
2024
Q1 		$241K Hold
9,939
– – 0.07% 197
2023
Q4 		$244K Hold
9,939
– – 0.08% 191
2023
Q3 		$229K Buy
9,939
+800
+9% +$19K 0.09% 192
2023
Q2 		$219K Buy
+9,139
New +$220K 0.08% 218

Other funds holding SCHY

CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
SAM
Summit Asset Management Memphis, Tennessee $719M AUM 13.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WOC
West Oak Capital Westlake Village, California $2.52M AUM 17.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.05B AUM 12.32% 1-Year Est. Return
MCA
Magnolia Capital Advisors Jackson, Mississippi $509M AUM 18.99% 1-Year Est. Return
IF
IRON Financial Northbrook, Illinois $229M AUM 13.96% 1-Year Est. Return

Balboa Wealth Partners's SCHY Position: Q4 2024 in Review

Balboa Wealth Partners sold out of Schwab International Dividend Equity ETF (SCHY) in Q4 2024, closing a stake of 11,492 shares — an estimated $301K sold.

Balboa Wealth Partners first reported a position in SCHY in Q2 2023 and held it in 6 quarters. The position peaked at $301K in Q3 2024. 133 funds tracked by Wall St. Rank hold SCHY as of Q4 2024.

  • Balboa Wealth Partners reported no remaining Schwab International Dividend Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Balboa Wealth Partners sold 11,492 Schwab International Dividend Equity ETF shares in Q4 2024, an estimated $301K.
  • Balboa Wealth Partners first reported a position in Schwab International Dividend Equity ETF in Q2 2023 and held it in 6 quarters.
  • Balboa Wealth Partners's Schwab International Dividend Equity ETF position peaked at $301K in Q3 2024.
  • 133 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q4 2024.

Based on Balboa Wealth Partners's 13F filing for Q4 2024, filed 10 Feb 2025.