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Guardian Wealth Advisors (North Carolina)’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
Q3 		– Sell
-1
Closed -$18 – 510
2025
Q2 		$18 Buy
+1
New +$26 ﹤0.01% 550
2024
Q4 		– Sell
-145
Closed -$3.79K – 531
2024
Q3 		$3.79K Hold
145
– – ﹤0.01% 416
2024
Q2 		$3.42K Hold
145
– – ﹤0.01% 402
2024
Q1 		$3.52K Hold
145
– – ﹤0.01% 415
2023
Q4 		$3.57K Buy
+145
New +$3.39K ﹤0.01% 402

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
HA
Hamel Associates Chatham, New Jersey $363M AUM 24.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
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
IF
IRON Financial Northbrook, Illinois $242M AUM 17.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LWM
LeConte Wealth Management Maryville, Tennessee $155M AUM 18.37% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s SCHY Position: Q3 2025 in Review

Guardian Wealth Advisors (North Carolina) sold out of Schwab International Dividend Equity ETF (SCHY) in Q3 2025, closing a stake of 1 share — an estimated $18 sold.

Guardian Wealth Advisors (North Carolina) first reported a position in SCHY in Q4 2023 and held it in 5 quarters. The position peaked at $3.79K in Q3 2024. 145 funds tracked by Wall St. Rank hold SCHY as of Q3 2025.

  • Guardian Wealth Advisors (North Carolina) reported no remaining Schwab International Dividend Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 1 Schwab International Dividend Equity ETF share in Q3 2025, an estimated $18.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Schwab International Dividend Equity ETF in Q4 2023 and held it in 5 quarters.
  • Guardian Wealth Advisors (North Carolina)'s Schwab International Dividend Equity ETF position peaked at $3.79K in Q3 2024.
  • 145 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q3 2025.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q3 2025, filed 14 Nov 2025.