Cambridge Advisors’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Cambridge Advisors’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 Q3	–	Sell	-10,050	Closed	-$237K	–	172
2024 Q2	$237K	Sell	10,050 -1,250	-11%	-$30.1K	0.06%	159
2024 Q1	$274K	Sell	11,300 -10,700	-49%	-$260K	0.06%	149
2023 Q4	$541K	Sell	22,000 -451	-2%	-$10.5K	0.14%	105
2023 Q3	$516K	Buy	22,451 +5,398	+32%	+$128K	0.14%	105
2023 Q2	$408K	Buy	17,053 +213	+1%	+$5.12K	0.1%	123
2023 Q1	$398K	Hold	16,840	–	–	0.1%	133
2022 Q4	$378K	Buy	16,840 +2,069	+14%	+$45.1K	0.1%	133
2022 Q3	$296K	Sell	14,771 -216	-1%	-$4.74K	0.08%	136
2022 Q2	$337K	Buy	14,987 +5,563	+59%	+$135K	0.09%	136
2022 Q1	$242K	Buy	9,424 +60	+0.6%	+$1.54K	0.06%	166
2021 Q4	$240K	Buy	9,364 +104	+1%	+$2.63K	0.05%	167
2021 Q3	$231K	Buy	9,260 +405	+5%	+$10.5K	0.06%	162
2021 Q2	$228K	Buy	+8,855	New	+$229K	0.06%	161

Other funds holding SCHY

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

SAM

Summit Asset Management Memphis, Tennessee $780M AUM 16.8% 1-Year Est. Return

SFA

Souders Financial Advisors Cincinnati, Ohio $994M AUM 18.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KBFS

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MCA

Magnolia Capital Advisors Jackson, Mississippi $583M AUM 25.31% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cambridge Advisors's SCHY Position: Q3 2024 in Review

Cambridge Advisors sold out of Schwab International Dividend Equity ETF (SCHY) in Q3 2024, closing a stake of 10,050 shares — an estimated $237K sold.

Cambridge Advisors first reported a position in SCHY in Q2 2021 and held it in 13 quarters. The position peaked at $541K in Q4 2023. 125 funds tracked by Wall St. Rank hold SCHY as of Q3 2024.

Cambridge Advisors reported no remaining Schwab International Dividend Equity ETF position as of Q3 2024 after selling out during the quarter.
Cambridge Advisors sold 10,050 Schwab International Dividend Equity ETF shares in Q3 2024, an estimated $237K.
Cambridge Advisors first reported a position in Schwab International Dividend Equity ETF in Q2 2021 and held it in 13 quarters.
Cambridge Advisors's Schwab International Dividend Equity ETF position peaked at $541K in Q4 2023.
125 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q3 2024.

Based on Cambridge Advisors's 13F filing for Q3 2024, filed 23 Oct 2024.