Financial Architects (New Jersey)’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Financial Architects (New Jersey)’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
2023 Q2	$3.63M	Sell	151,616 -2,158	-1%	-$51.9K	0.55%	40
2023 Q1	$3.63M	Sell	153,774 -2,112	-1%	-$49.2K	0.58%	38
2022 Q4	$3.49M	Sell	155,886 -5,813	-4%	-$127K	0.58%	39
2022 Q3	$3.24M	Buy	+161,699	New	+$3.55M	0.57%	39
2022 Q2	–	Sell	-132,436	Closed	-$3.4M	–	240
2022 Q1	$3.4M	Buy	132,436 +12,108	+10%	+$311K	0.49%	47
2021 Q4	$3.09M	Buy	120,328 +22,178	+23%	+$560K	0.42%	54
2021 Q3	$2.44M	Buy	+98,150	New	+$2.54M	0.36%	72

Other funds holding SCHY

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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

SFA

Souders Financial Advisors Cincinnati, Ohio $876M AUM 14.39% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

TWM

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

PWP

Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Financial Architects (New Jersey)'s SCHY Position: Q2 2023 in Review

Financial Architects (New Jersey) reduced its Schwab International Dividend Equity ETF (SCHY) stake by 1.4% in Q2 2023, selling an estimated $51.9K and leaving 151,616 shares worth $3.63M. The position accounts for 0.55% of the portfolio, ranked #40.

Financial Architects (New Jersey) first reported a position in SCHY in Q3 2021 and has held it in 7 quarters since. The position peaked at $3.63M in Q1 2023. 83 funds tracked by Wall St. Rank hold SCHY as of Q2 2023.

Financial Architects (New Jersey) held 151,616 shares of Schwab International Dividend Equity ETF worth $3.63M as of Q2 2023.
Financial Architects (New Jersey) sold 2,158 Schwab International Dividend Equity ETF shares in Q2 2023, an estimated $51.9K.
Schwab International Dividend Equity ETF made up 0.55% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #40 holding.
Financial Architects (New Jersey) first reported a position in Schwab International Dividend Equity ETF in Q3 2021 and has held it in 7 quarters since.
Financial Architects (New Jersey)'s Schwab International Dividend Equity ETF position peaked at $3.63M in Q1 2023.
83 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.