High Net Worth Advisory Group’s Schwab International Dividend Equity ETF SCHY Stock Holding History

High Net Worth Advisory Group’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
2022 Q4	–	Sell	-16,000	Closed	-$320K	–	684
2022 Q3	$320K	Hold	16,000	–	–	0.14%	136
2022 Q2	$360K	Hold	16,000	–	–	0.15%	126
2022 Q1	$411K	Sell	16,000 -4,000	-20%	-$103K	0.15%	125
2021 Q4	$513K	Buy	+20,000	New	+$505K	0.18%	109

Other funds holding SCHY

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

MAM

McCarthy Asset Management Redwood Shores, California $192M AUM 10.3% 1-Year Est. Return

CST

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

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

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 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

High Net Worth Advisory Group's SCHY Position: Q4 2022 in Review

High Net Worth Advisory Group sold out of Schwab International Dividend Equity ETF (SCHY) in Q4 2022, closing a stake of 16,000 shares — an estimated $320K sold.

High Net Worth Advisory Group first reported a position in SCHY in Q4 2021 and held it in 4 quarters. The position peaked at $513K in Q4 2021. 73 funds tracked by Wall St. Rank hold SCHY as of Q4 2022.

High Net Worth Advisory Group reported no remaining Schwab International Dividend Equity ETF position as of Q4 2022 after selling out during the quarter.
High Net Worth Advisory Group sold 16,000 Schwab International Dividend Equity ETF shares in Q4 2022, an estimated $320K.
High Net Worth Advisory Group first reported a position in Schwab International Dividend Equity ETF in Q4 2021 and held it in 4 quarters.
High Net Worth Advisory Group's Schwab International Dividend Equity ETF position peaked at $513K in Q4 2021.
73 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q4 2022.

Based on High Net Worth Advisory Group's 13F filing for Q4 2022, filed 14 Feb 2023.