Hamel Associates’s Schwab International Dividend Equity ETF SCHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.8M | Buy |
539,955
+385,730
| +250% | +$10.5M | 5% | 3 |
|
|
2025
Q1 | $3.91M | Buy |
154,225
+112,225
| +267% | +$2.85M | 1.33% | 33 |
|
|
2024
Q4 | $971K | Buy |
42,000
+12,000
| +40% | +$277K | 0.31% | 56 |
|
|
2024
Q3 | $785K | Hold |
30,000
| – | – | 0.24% | 62 |
|
|
2024
Q2 | $707K | Hold |
30,000
| – | – | 0.22% | 61 |
|
|
2024
Q1 | $728K | Buy |
30,000
+14,000
| +88% | +$340K | 0.23% | 61 |
|
|
2023
Q4 | $393K | Hold |
16,000
| – | – | 0.14% | 66 |
|
|
2023
Q3 | $368K | Buy |
+16,000
| New | +$368K | 0.13% | 65 |
|