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Oliver Lagore Vanvalin Investment Group’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Oliver Lagore Vanvalin Investment 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
2024
Q4 		$1.73K Sell
75
-25
-25% -$612 ﹤0.01% 590
2024
Q3 		$2.62K Buy
+100
New +$2.52K ﹤0.01% 560

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WOC
West Oak Capital Westlake Village, California $2.52M AUM 17.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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 $1.09B AUM 11.74% 1-Year Est. Return
MCA
Magnolia Capital Advisors Jackson, Mississippi $509M AUM 18.99% 1-Year Est. Return
IF
IRON Financial Northbrook, Illinois $242M AUM 17.3% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's SCHY Position: Q4 2024 in Review

Oliver Lagore Vanvalin Investment Group reduced its Schwab International Dividend Equity ETF (SCHY) stake by 25% in Q4 2024, selling an estimated $612 and leaving 75 shares worth $1.73K. The position accounts for ﹤0.01% of the portfolio, ranked #590.

Oliver Lagore Vanvalin Investment Group first reported a position in SCHY in Q3 2024 and has held it in 2 quarters since. The position peaked at $2.62K in Q3 2024. 133 funds tracked by Wall St. Rank hold SCHY as of Q4 2024.

  • Oliver Lagore Vanvalin Investment Group held 75 shares of Schwab International Dividend Equity ETF worth $1.73K as of Q4 2024.
  • Oliver Lagore Vanvalin Investment Group sold 25 Schwab International Dividend Equity ETF shares in Q4 2024, an estimated $612.
  • Schwab International Dividend Equity ETF made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q4 2024, its #590 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Schwab International Dividend Equity ETF in Q3 2024 and has held it in 2 quarters since.
  • Oliver Lagore Vanvalin Investment Group's Schwab International Dividend Equity ETF position peaked at $2.62K in Q3 2024.
  • 133 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q4 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2024, filed 1 Apr 2025.