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Madden Securities’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Madden Securities’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
2023
Q1 		– Sell
-1,340
Closed -$30K – 308
2022
Q4 		$30K Buy
+1,340
New +$29.2K 0.02% 237
2022
Q2 		– Sell
-8,975
Closed -$230K – 121
2022
Q1 		$230K Buy
8,975
+25
+0.3% +$641 0.1% 104
2021
Q4 		$230K Sell
8,950
-100
-1% -$2.53K 0.11% 95
2021
Q3 		$225K Buy
+9,050
New +$235K 0.12% 100

Other funds holding SCHY

Charles Schwab
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
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MCA
Magnolia Capital Advisors Jackson, Mississippi $509M AUM 18.99% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Madden Securities's SCHY Position: Q1 2023 in Review

Madden Securities sold out of Schwab International Dividend Equity ETF (SCHY) in Q1 2023, closing a stake of 1,340 shares — an estimated $30K sold.

Madden Securities first reported a position in SCHY in Q3 2021 and held it in 4 quarters. The position peaked at $230K in Q1 2022. 78 funds tracked by Wall St. Rank hold SCHY as of Q1 2023.

  • Madden Securities reported no remaining Schwab International Dividend Equity ETF position as of Q1 2023 after selling out during the quarter.
  • Madden Securities sold 1,340 Schwab International Dividend Equity ETF shares in Q1 2023, an estimated $30K.
  • Madden Securities first reported a position in Schwab International Dividend Equity ETF in Q3 2021 and held it in 4 quarters.
  • Madden Securities's Schwab International Dividend Equity ETF position peaked at $230K in Q1 2022.
  • 78 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q1 2023.

Based on Madden Securities's 13F filing for Q1 2023, filed 21 Apr 2023.