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Family Asset Management’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Family Asset 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
2024
Q3 		$629K Sell
24,035
-786
-3% -$19.8K 0.38% 57
2024
Q2 		$585K Buy
24,821
+1,407
+6% +$33.9K 0.38% 58
2024
Q1 		$568K Buy
+23,414
New +$569K 0.35% 64

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
SFA
Souders Financial Advisors Cincinnati, Ohio $876M AUM 14.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.05B AUM 12.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MCA
Magnolia Capital Advisors Jackson, Mississippi $509M AUM 18.99% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Family Asset Management's SCHY Position: Q3 2024 in Review

Family Asset Management reduced its Schwab International Dividend Equity ETF (SCHY) stake by 3.2% in Q3 2024, selling an estimated $19.8K and leaving 24,035 shares worth $629K. The position accounts for 0.38% of the portfolio, ranked #57.

Family Asset Management first reported a position in SCHY in Q1 2024 and has held it in 3 quarters since. 124 funds tracked by Wall St. Rank hold SCHY as of Q3 2024.

  • Family Asset Management held 24,035 shares of Schwab International Dividend Equity ETF worth $629K as of Q3 2024.
  • Family Asset Management sold 786 Schwab International Dividend Equity ETF shares in Q3 2024, an estimated $19.8K.
  • Schwab International Dividend Equity ETF made up 0.38% of Family Asset Management's portfolio in Q3 2024, its #57 holding.
  • Family Asset Management first reported a position in Schwab International Dividend Equity ETF in Q1 2024 and has held it in 3 quarters since.
  • 124 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.