Envestnet Portfolio Solutions’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Envestnet Portfolio Solutions’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
2025 Q1	–	Sell	-68,218	Closed	-$1.58M	–	1746
2024 Q4	$1.58M	Buy	68,218 +27,877	+69%	+$683K	0.01%	755
2024 Q3	$1.06M	Buy	40,341 +3,175	+9%	+$80K	﹤0.01%	873
2024 Q2	$876K	Buy	37,166 +1,720	+5%	+$41.4K	﹤0.01%	902
2024 Q1	$860K	Buy	+35,446	New	+$862K	﹤0.01%	891

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 $719M AUM 13.76% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LWM

LeConte Wealth Management Maryville, Tennessee $155M AUM 18.37% 1-Year Est. Return

IRON Financial Northbrook, Illinois $229M AUM 13.96% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.05B AUM 12.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Portfolio Solutions's SCHY Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of Schwab International Dividend Equity ETF (SCHY) in Q1 2025, closing a stake of 68,218 shares — an estimated $1.58M sold.

Envestnet Portfolio Solutions first reported a position in SCHY in Q1 2024 and held it in 4 quarters. The position peaked at $1.58M in Q4 2024. 119 funds tracked by Wall St. Rank hold SCHY as of Q1 2025.

Envestnet Portfolio Solutions reported no remaining Schwab International Dividend Equity ETF position as of Q1 2025 after selling out during the quarter.
Envestnet Portfolio Solutions sold 68,218 Schwab International Dividend Equity ETF shares in Q1 2025, an estimated $1.58M.
Envestnet Portfolio Solutions first reported a position in Schwab International Dividend Equity ETF in Q1 2024 and held it in 4 quarters.
Envestnet Portfolio Solutions's Schwab International Dividend Equity ETF position peaked at $1.58M in Q4 2024.
119 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.