Principle Wealth Partners’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Principle Wealth Partners’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
2025 Q1	–	Sell	-154,043	Closed	-$3.56M	–	347
2024 Q4	$3.56M	Sell	154,043 -28,331	-16%	-$694K	0.25%	89
2024 Q3	$4.77M	Sell	182,374 -17,983	-9%	-$453K	0.34%	70
2024 Q2	$4.72M	Sell	200,357 -149,629	-43%	-$3.6M	0.36%	70
2024 Q1	$8.49M	Sell	349,986 -11,427	-3%	-$278K	0.66%	37
2023 Q4	$8.89M	Buy	361,413 +4,713	+1%	+$110K	0.77%	31
2023 Q3	$8.2M	Buy	356,700 +35,834	+11%	+$852K	0.82%	28
2023 Q2	$7.68M	Buy	320,866 +42,411	+15%	+$1.02M	0.77%	32
2023 Q1	$6.58M	Buy	278,455 +56,903	+26%	+$1.33M	0.7%	37
2022 Q4	$4.97M	Buy	+221,552	New	+$4.83M	0.56%	48

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

LWM

LeConte Wealth Management Maryville, Tennessee $155M AUM 18.37% 1-Year Est. Return

IRON Financial Northbrook, Illinois $229M AUM 13.96% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.05B AUM 12.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CST

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Principle Wealth Partners's SCHY Position: Q1 2025 in Review

Principle Wealth Partners sold out of Schwab International Dividend Equity ETF (SCHY) in Q1 2025, closing a stake of 154,043 shares — an estimated $3.56M sold.

Principle Wealth Partners first reported a position in SCHY in Q4 2022 and held it in 9 quarters. The position peaked at $8.89M in Q4 2023. 119 funds tracked by Wall St. Rank hold SCHY as of Q1 2025.

Principle Wealth Partners reported no remaining Schwab International Dividend Equity ETF position as of Q1 2025 after selling out during the quarter.
Principle Wealth Partners sold 154,043 Schwab International Dividend Equity ETF shares in Q1 2025, an estimated $3.56M.
Principle Wealth Partners first reported a position in Schwab International Dividend Equity ETF in Q4 2022 and held it in 9 quarters.
Principle Wealth Partners's Schwab International Dividend Equity ETF position peaked at $8.89M in Q4 2023.
119 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q1 2025.

Based on Principle Wealth Partners's 13F filing for Q1 2025, filed 6 May 2025.