Cassady Schiller Wealth Management’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Cassady Schiller Wealth Management’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
2023 Q2	–	Sell	-25	Closed	-$591	–	490
2023 Q1	$591	Hold	25	–	–	﹤0.01%	430
2022 Q4	$561	Buy	+25	New	+$545	﹤0.01%	449

Other funds holding SCHY

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

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

KBFS

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

SFA

Souders Financial Advisors Cincinnati, Ohio $876M AUM 14.39% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

PWP

Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cassady Schiller Wealth Management's SCHY Position: Q2 2023 in Review

Cassady Schiller Wealth Management sold out of Schwab International Dividend Equity ETF (SCHY) in Q2 2023, closing a stake of 25 shares — an estimated $591 sold.

Cassady Schiller Wealth Management first reported a position in SCHY in Q4 2022 and held it in 2 quarters. The position peaked at $591 in Q1 2023. 83 funds tracked by Wall St. Rank hold SCHY as of Q2 2023.

Cassady Schiller Wealth Management reported no remaining Schwab International Dividend Equity ETF position as of Q2 2023 after selling out during the quarter.
Cassady Schiller Wealth Management sold 25 Schwab International Dividend Equity ETF shares in Q2 2023, an estimated $591.
Cassady Schiller Wealth Management first reported a position in Schwab International Dividend Equity ETF in Q4 2022 and held it in 2 quarters.
Cassady Schiller Wealth Management's Schwab International Dividend Equity ETF position peaked at $591 in Q1 2023.
83 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q2 2023.

Based on Cassady Schiller Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.