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Bogart Wealth LLC’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Bogart Wealth LLC’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 		$4.94K Buy
+156
New +$4.95K ﹤0.01% 1069
2024
Q4 		– Sell
-1,450
Closed -$37.9K – 1380
2024
Q3 		$37.9K Sell
1,450
-2,750
-65% -$69.3K ﹤0.01% 461
2024
Q2 		$99K Hold
4,200
– – 0.01% 300
2024
Q1 		$102K Hold
4,200
– – 0.01% 281
2023
Q4 		$103K Sell
4,200
-10
-0.2% -$234 0.01% 265
2023
Q3 		$96.8K Buy
4,210
+6
+0.1% +$143 0.01% 253
2023
Q2 		$101K Buy
4,204
+204
+5% +$4.91K 0.01% 241
2023
Q1 		$94.5K Buy
4,000
+3,996
+99,900% +$93.1K 0.01% 237
2022
Q4 		$92 Hold
4
– – ﹤0.01% 989
2022
Q3 		$0 Buy
4
+2
+100% +$44 ﹤0.01% 1153
2022
Q2 		$0 Buy
+2
New +$48 ﹤0.01% 987

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