KFS
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Kelly Financial Services’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Kelly Financial Services’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
2024
Q3 		– Sell
-96
Closed -$2.26K – 628
2024
Q2 		$2.26K Buy
96
+95
+9,500% +$2.29K ﹤0.01% 577
2024
Q1 		$24 Buy
+1
New +$24 ﹤0.01% 791

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
SFA
Souders Financial Advisors Cincinnati, Ohio $876M AUM 14.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.05B AUM 12.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MCA
Magnolia Capital Advisors Jackson, Mississippi $509M AUM 18.99% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Kelly Financial Services's SCHY Position: Q3 2024 in Review

Kelly Financial Services sold out of Schwab International Dividend Equity ETF (SCHY) in Q3 2024, closing a stake of 96 shares — an estimated $2.26K sold.

Kelly Financial Services first reported a position in SCHY in Q1 2024 and held it in 2 quarters. The position peaked at $2.26K in Q2 2024. 124 funds tracked by Wall St. Rank hold SCHY as of Q3 2024.

  • Kelly Financial Services reported no remaining Schwab International Dividend Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 96 Schwab International Dividend Equity ETF shares in Q3 2024, an estimated $2.26K.
  • Kelly Financial Services first reported a position in Schwab International Dividend Equity ETF in Q1 2024 and held it in 2 quarters.
  • Kelly Financial Services's Schwab International Dividend Equity ETF position peaked at $2.26K in Q2 2024.
  • 124 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.