Focus Financial Network’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Focus Financial Network’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 Q4	–	Sell	-67,002	Closed	-$1.54M	–	744
2023 Q3	$1.54M	Buy	67,002 +829	+1%	+$19.7K	0.09%	177
2023 Q2	$1.58M	Buy	66,173 +21,338	+48%	+$513K	0.09%	171
2023 Q1	$1.06M	Buy	44,835 +7,225	+19%	+$168K	0.07%	222
2022 Q4	$843K	Buy	+37,610	New	+$819K	0.07%	210

Other funds holding SCHY

CAM

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

Jane Street New York $777B AUM 61.18% 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

PWP

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

CST

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

TWM

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

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

Focus Financial Network's SCHY Position: Q4 2023 in Review

Focus Financial Network sold out of Schwab International Dividend Equity ETF (SCHY) in Q4 2023, closing a stake of 67,002 shares — an estimated $1.54M sold.

Focus Financial Network first reported a position in SCHY in Q4 2022 and held it in 4 quarters. The position peaked at $1.58M in Q2 2023. 103 funds tracked by Wall St. Rank hold SCHY as of Q4 2023.

Focus Financial Network reported no remaining Schwab International Dividend Equity ETF position as of Q4 2023 after selling out during the quarter.
Focus Financial Network sold 67,002 Schwab International Dividend Equity ETF shares in Q4 2023, an estimated $1.54M.
Focus Financial Network first reported a position in Schwab International Dividend Equity ETF in Q4 2022 and held it in 4 quarters.
Focus Financial Network's Schwab International Dividend Equity ETF position peaked at $1.58M in Q2 2023.
103 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q4 2023.

Based on Focus Financial Network's 13F filing for Q4 2023, filed 12 Feb 2024.