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Carolinas Wealth Consulting’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Carolinas Wealth Consulting’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
Q4 		– Sell
-2,217
Closed -$58K – 1096
2024
Q3 		$58K Hold
2,217
– – 0.01% 342
2024
Q2 		$53K Sell
2,217
-97,960
-98% -$2.36M 0.01% 359
2024
Q1 		$2.43M Sell
100,177
-25,012
-20% -$608K 0.48% 37
2023
Q4 		$3.08M Sell
125,189
-5,611
-4% -$131K 0.67% 33
2023
Q3 		$2.93M Sell
130,800
-14,613
-10% -$348K 0.73% 32
2023
Q2 		$3.48M Buy
145,413
+1,915
+1% +$46.1K 0.69% 36
2023
Q1 		$3.39M Sell
143,498
-19,118
-12% -$445K 0.72% 33
2022
Q4 		$3.65M Buy
162,616
+16,888
+12% +$368K 0.83% 27
2022
Q3 		$2.92M Buy
145,728
+43,506
+43% +$955K 0.74% 33
2022
Q2 		$2.3M Buy
102,222
+66,101
+183% +$1.6M 0.57% 37
2022
Q1 		$928K Buy
36,121
+33,515
+1,286% +$860K 0.21% 61
2021
Q4 		$67K Buy
2,606
+756
+41% +$19.1K 0.01% 322
2021
Q3 		$46K Buy
1,850
+121
+7% +$3.14K 0.01% 356
2021
Q2 		$44K Buy
+1,729
New +$44.6K 0.01% 381

Other funds holding SCHY

CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
SAM
Summit Asset Management Memphis, Tennessee $780M AUM 16.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WOC
West Oak Capital Westlake Village, California $2.52M AUM 17.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
MCA
Magnolia Capital Advisors Jackson, Mississippi $509M AUM 18.99% 1-Year Est. Return
IF
IRON Financial Northbrook, Illinois $242M AUM 17.3% 1-Year Est. Return

Carolinas Wealth Consulting's SCHY Position: Q4 2024 in Review

Carolinas Wealth Consulting sold out of Schwab International Dividend Equity ETF (SCHY) in Q4 2024, closing a stake of 2,217 shares — an estimated $58K sold.

Carolinas Wealth Consulting first reported a position in SCHY in Q2 2021 and held it in 14 quarters. The position peaked at $3.65M in Q4 2022. 133 funds tracked by Wall St. Rank hold SCHY as of Q4 2024.

  • Carolinas Wealth Consulting reported no remaining Schwab International Dividend Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 2,217 Schwab International Dividend Equity ETF shares in Q4 2024, an estimated $58K.
  • Carolinas Wealth Consulting first reported a position in Schwab International Dividend Equity ETF in Q2 2021 and held it in 14 quarters.
  • Carolinas Wealth Consulting's Schwab International Dividend Equity ETF position peaked at $3.65M in Q4 2022.
  • 133 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q4 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2024, filed 27 Feb 2025.