Kingsview Wealth Management’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Kingsview Wealth Management’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 Q3	–	Sell	-62,507	Closed	-$1.41M	–	874
2022 Q2	$1.41M	Buy	+62,507	New	+$1.51M	0.07%	283

Other funds holding SCHY

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 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

TWM

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

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

Kingsview Wealth Management's SCHY Position: Q3 2022 in Review

Kingsview Wealth Management sold out of Schwab International Dividend Equity ETF (SCHY) in Q3 2022, closing a stake of 62,507 shares — an estimated $1.41M sold.

Kingsview Wealth Management first reported a position in SCHY in Q2 2022 and held it in 1 quarter. The position peaked at $1.41M in Q2 2022. 43 funds tracked by Wall St. Rank hold SCHY as of Q3 2022.

Kingsview Wealth Management reported no remaining Schwab International Dividend Equity ETF position as of Q3 2022 after selling out during the quarter.
Kingsview Wealth Management sold 62,507 Schwab International Dividend Equity ETF shares in Q3 2022, an estimated $1.41M.
Kingsview Wealth Management first reported a position in Schwab International Dividend Equity ETF in Q2 2022 and held it in 1 quarter.
Kingsview Wealth Management's Schwab International Dividend Equity ETF position peaked at $1.41M in Q2 2022.
43 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q3 2022.

Based on Kingsview Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.