Concord Wealth Partners’s Schwab International Dividend Equity ETF SCHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63.6K | Buy |
2,324
+18
| +0.8% | +$492 | 0.01% | 317 |
|
|
2025
Q1 | $58.5K | Buy |
2,306
+7
| +0.3% | +$178 | 0.01% | 299 |
|
|
2024
Q4 | $53.1K | Buy |
2,299
+17
| +0.7% | +$393 | 0.01% | 323 |
|
|
2024
Q3 | $59.7K | Buy |
2,282
+33
| +1% | +$864 | 0.01% | 310 |
|
|
2024
Q2 | $53K | Hold |
2,249
| – | – | 0.01% | 305 |
|
|
2024
Q1 | $54.6K | Buy |
+2,249
| New | +$54.6K | 0.01% | 337 |
|