Bruce G. Allen Investments’s Schwab International Dividend Equity ETF SCHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Buy |
10,580
+1,288
| +14% | +$35.2K | 0.22% | 55 |
|
|
2025
Q1 | $236K | Buy |
9,292
+707
| +8% | +$17.9K | 0.19% | 63 |
|
|
2024
Q4 | $198K | Buy |
8,585
+3,735
| +77% | +$86.4K | 0.16% | 72 |
|
|
2024
Q3 | $127K | Buy |
4,850
+83
| +2% | +$2.17K | 0.1% | 130 |
|
|
2024
Q2 | $112K | Buy |
4,767
+53
| +1% | +$1.25K | 0.09% | 137 |
|
|
2024
Q1 | $114K | Sell |
4,714
-2,925
| -38% | -$71K | 0.09% | 138 |
|
|
2023
Q4 | $188K | Buy |
+7,639
| New | +$188K | 0.17% | 79 |
|