CWM
Collaborative Wealth Management’s Schwab International Dividend Equity ETF SCHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $400K | Hold |
14,620
| – | – | 0.17% | 112 |
|
|
2025
Q1 | $371K | Buy |
14,620
+781
| +6% | +$19.8K | 0.17% | 113 |
|
|
2024
Q4 | $320K | Hold |
13,839
| – | – | 0.15% | 122 |
|
|
2024
Q3 | $362K | Hold |
13,839
| – | – | 0.16% | 114 |
|
|
2024
Q2 | $326K | Hold |
13,839
| – | – | 0.16% | 116 |
|
|
2024
Q1 | $336K | Buy |
13,839
+1,879
| +16% | +$45.6K | 0.17% | 113 |
|
|
2023
Q4 | $294K | Sell |
11,960
-217
| -2% | -$5.34K | 0.16% | 120 |
|
|
2023
Q3 | $280K | Hold |
12,177
| – | – | 0.17% | 122 |
|
|
2023
Q2 | $292K | Buy |
12,177
+146
| +1% | +$3.5K | 0.17% | 127 |
|
|
2023
Q1 | $284K | Hold |
12,031
| – | – | 0.18% | 129 |
|
|
2022
Q4 | $270K | Buy |
+12,031
| New | +$270K | 0.18% | 139 |
|
|
2021
Q4 | $252K | Buy |
+9,818
| New | +$252K | 0.14% | 179 |
|