Principle Wealth Partners’s Schwab International Dividend Equity ETF SCHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-154,043
| Closed | -$3.56M | – | 347 |
|
|
2024
Q4 | $3.56M | Sell |
154,043
-28,331
| -16% | -$655K | 0.25% | 89 |
|
|
2024
Q3 | $4.77M | Sell |
182,374
-17,983
| -9% | -$471K | 0.34% | 70 |
|
|
2024
Q2 | $4.72M | Sell |
200,357
-149,629
| -43% | -$3.53M | 0.36% | 70 |
|
|
2024
Q1 | $8.49M | Sell |
349,986
-11,427
| -3% | -$277K | 0.66% | 37 |
|
|
2023
Q4 | $8.89M | Buy |
361,413
+4,713
| +1% | +$116K | 0.77% | 31 |
|
|
2023
Q3 | $8.2M | Buy |
356,700
+35,834
| +11% | +$824K | 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% | +$1.34M | 0.7% | 37 |
|
|
2022
Q4 | $4.97M | Buy |
+221,552
| New | +$4.97M | 0.56% | 48 |
|