Bard Financial Services’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Bard Financial Services’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
2023 Q3	–	Sell	-72,250	Closed	-$1.73M	–	295
2023 Q2	$1.73M	Buy	72,250 +2,500	+4%	+$60.1K	0.13%	129
2023 Q1	$1.65M	Buy	69,750 +19,750	+40%	+$460K	0.13%	129
2022 Q4	$1.12M	Hold	50,000	–	–	0.1%	152
2022 Q3	$1M	Buy	50,000 +32,000	+178%	+$703K	0.09%	154
2022 Q2	$405K	Buy	18,000 +5,000	+38%	+$121K	0.04%	212
2022 Q1	$334K	Buy	+13,000	New	+$333K	0.03%	232

Other funds holding SCHY

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

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

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

SFA

Souders Financial Advisors Cincinnati, Ohio $876M AUM 14.39% 1-Year Est. Return

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

PWP

Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bard Financial Services's SCHY Position: Q3 2023 in Review

Bard Financial Services sold out of Schwab International Dividend Equity ETF (SCHY) in Q3 2023, closing a stake of 72,250 shares — an estimated $1.73M sold.

Bard Financial Services first reported a position in SCHY in Q1 2022 and held it in 6 quarters. The position peaked at $1.73M in Q2 2023. 86 funds tracked by Wall St. Rank hold SCHY as of Q3 2023.

Bard Financial Services reported no remaining Schwab International Dividend Equity ETF position as of Q3 2023 after selling out during the quarter.
Bard Financial Services sold 72,250 Schwab International Dividend Equity ETF shares in Q3 2023, an estimated $1.73M.
Bard Financial Services first reported a position in Schwab International Dividend Equity ETF in Q1 2022 and held it in 6 quarters.
Bard Financial Services's Schwab International Dividend Equity ETF position peaked at $1.73M in Q2 2023.
86 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q3 2023.

Based on Bard Financial Services's 13F filing for Q3 2023, filed 16 Oct 2023.