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Bruce G. Allen Investments’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Bruce G. Allen Investments’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 		$280K Sell
8,833
-2,293
-21% -$72.7K 0.18% 59
2025
Q4 		$332K Sell
11,126
-1,286
-10% -$37.1K 0.22% 50
2025
Q3 		$347K Buy
12,412
+1,832
+17% +$50.9K 0.25% 46
2025
Q2 		$289K Buy
10,580
+1,288
+14% +$34K 0.22% 55
2025
Q1 		$236K Buy
9,292
+707
+8% +$17.2K 0.19% 63
2024
Q4 		$198K Buy
8,585
+3,735
+77% +$91.5K 0.16% 72
2024
Q3 		$127K Buy
4,850
+83
+2% +$2.09K 0.1% 130
2024
Q2 		$112K Buy
4,767
+53
+1% +$1.28K 0.09% 137
2024
Q1 		$114K Sell
4,714
-2,925
-38% -$71.1K 0.09% 138
2023
Q4 		$188K Buy
+7,639
New +$178K 0.17% 79

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