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

Brogan Financial’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
-10,820
Closed -$266K – 49
2023
Q4 		$266K Buy
+10,820
New +$253K 0.2% 37

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

Brogan Financial's SCHY Position: Q1 2024 in Review

Brogan Financial sold out of Schwab International Dividend Equity ETF (SCHY) in Q1 2024, closing a stake of 10,820 shares — an estimated $266K sold.

Brogan Financial first reported a position in SCHY in Q4 2023 and held it in 1 quarter. The position peaked at $266K in Q4 2023. 108 funds tracked by Wall St. Rank hold SCHY as of Q1 2024.

  • Brogan Financial reported no remaining Schwab International Dividend Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Brogan Financial sold 10,820 Schwab International Dividend Equity ETF shares in Q1 2024, an estimated $266K.
  • Brogan Financial first reported a position in Schwab International Dividend Equity ETF in Q4 2023 and held it in 1 quarter.
  • Brogan Financial's Schwab International Dividend Equity ETF position peaked at $266K in Q4 2023.
  • 108 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q1 2024.

Based on Brogan Financial's 13F filing for Q1 2024, filed 10 May 2024.