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Pathstone Family Office’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Pathstone Family Office’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
Q3 		$8.68M Buy
+377,242
New +$8.97M 0.07% 189

Other funds holding SCHY

CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
SAM
Summit Asset Management Memphis, Tennessee $780M AUM 16.8% 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 $994M AUM 18.44% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $2.03B AUM 27.56% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pathstone Family Office's SCHY Position: Q3 2023 in Review

Pathstone Family Office opened a new position in Schwab International Dividend Equity ETF (SCHY) in Q3 2023: 377,242 shares worth $8.68M. The stake represents 0.07% of the portfolio and ranks #189 among its holdings.

87 funds tracked by Wall St. Rank hold SCHY as of Q3 2023.

  • Pathstone Family Office held 377,242 shares of Schwab International Dividend Equity ETF worth $8.68M as of Q3 2023.
  • Schwab International Dividend Equity ETF was a new Pathstone Family Office position in Q3 2023.
  • Schwab International Dividend Equity ETF made up 0.07% of Pathstone Family Office's portfolio in Q3 2023, its #189 holding.
  • 87 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.