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Red Door Wealth Management’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Red Door Wealth Management’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
Q1 		– Sell
-8,500
Closed -$209K – 210
2023
Q4 		$209K Buy
+8,500
New +$199K 0.05% 186

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SAM
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Jane Street
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SFA
Souders Financial Advisors Cincinnati, Ohio $876M AUM 14.39% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Red Door Wealth Management's SCHY Position: Q1 2024 in Review

Red Door Wealth Management sold out of Schwab International Dividend Equity ETF (SCHY) in Q1 2024, closing a stake of 8,500 shares — an estimated $209K sold.

Red Door Wealth Management first reported a position in SCHY in Q4 2023 and held it in 1 quarter. The position peaked at $209K in Q4 2023. 108 funds tracked by Wall St. Rank hold SCHY as of Q1 2024.

  • Red Door Wealth Management reported no remaining Schwab International Dividend Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Red Door Wealth Management sold 8,500 Schwab International Dividend Equity ETF shares in Q1 2024, an estimated $209K.
  • Red Door Wealth Management first reported a position in Schwab International Dividend Equity ETF in Q4 2023 and held it in 1 quarter.
  • Red Door Wealth Management's Schwab International Dividend Equity ETF position peaked at $209K in Q4 2023.
  • 108 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q1 2024.

Based on Red Door Wealth Management's 13F filing for Q1 2024, filed 17 Apr 2024.