Moss Adams Wealth Advisors’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Moss Adams Wealth Advisors’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 Q4	–	Sell	-319	Closed	-$7.34K	–	163
2023 Q3	$7.34K	Buy	319 +255	+398%	+$6.07K	﹤0.01%	147
2023 Q2	$1.53K	Buy	+64	New	+$1.54K	﹤0.01%	136

Other funds holding SCHY

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

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

SFA

Souders Financial Advisors Cincinnati, Ohio $876M AUM 14.39% 1-Year Est. Return

PWP

Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return

CST

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

TWM

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Moss Adams Wealth Advisors's SCHY Position: Q4 2023 in Review

Moss Adams Wealth Advisors sold out of Schwab International Dividend Equity ETF (SCHY) in Q4 2023, closing a stake of 319 shares — an estimated $7.34K sold.

Moss Adams Wealth Advisors first reported a position in SCHY in Q2 2023 and held it in 2 quarters. The position peaked at $7.34K in Q3 2023. 103 funds tracked by Wall St. Rank hold SCHY as of Q4 2023.

Moss Adams Wealth Advisors reported no remaining Schwab International Dividend Equity ETF position as of Q4 2023 after selling out during the quarter.
Moss Adams Wealth Advisors sold 319 Schwab International Dividend Equity ETF shares in Q4 2023, an estimated $7.34K.
Moss Adams Wealth Advisors first reported a position in Schwab International Dividend Equity ETF in Q2 2023 and held it in 2 quarters.
Moss Adams Wealth Advisors's Schwab International Dividend Equity ETF position peaked at $7.34K in Q3 2023.
103 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q4 2023.

Based on Moss Adams Wealth Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.