Danda Trouve Investment Management’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Danda Trouve Investment 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
2022 Q2	–	Sell	-106,058	Closed	-$2.72M	–	116
2022 Q1	$2.72M	Hold	106,058	–	–	3.41%	13
2021 Q4	$2.72M	Sell	106,058 -73	-0.1%	-$1.84K	3.08%	14
2021 Q3	$2.64M	Buy	+106,131	New	+$2.75M	3.19%	12

Other funds holding SCHY

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 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

MAM

McCarthy Asset Management Redwood Shores, California $192M AUM 10.3% 1-Year Est. Return

TWM

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

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

PMG

ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $936M AUM 12.9% 1-Year Est. Return

BMCM

Bryn Mawr Capital Management Philadelphia, Pennsylvania $2.06B AUM 19.82% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Danda Trouve Investment Management's SCHY Position: Q2 2022 in Review

Danda Trouve Investment Management sold out of Schwab International Dividend Equity ETF (SCHY) in Q2 2022, closing a stake of 106,058 shares — an estimated $2.72M sold.

Danda Trouve Investment Management first reported a position in SCHY in Q3 2021 and held it in 3 quarters. The position peaked at $2.72M in Q1 2022. 44 funds tracked by Wall St. Rank hold SCHY as of Q2 2022.

Danda Trouve Investment Management reported no remaining Schwab International Dividend Equity ETF position as of Q2 2022 after selling out during the quarter.
Danda Trouve Investment Management sold 106,058 Schwab International Dividend Equity ETF shares in Q2 2022, an estimated $2.72M.
Danda Trouve Investment Management first reported a position in Schwab International Dividend Equity ETF in Q3 2021 and held it in 3 quarters.
Danda Trouve Investment Management's Schwab International Dividend Equity ETF position peaked at $2.72M in Q1 2022.
44 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q2 2022.

Based on Danda Trouve Investment Management's 13F filing for Q2 2022, filed 12 Jul 2022.