Sandy Spring Bank’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Sandy Spring Bank’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 Q2	–	Sell	-1,270	Closed	-$30.8K	–	1328
2024 Q1	$30.8K	Hold	1,270	–	–	﹤0.01%	675
2023 Q4	$31.2K	Hold	1,270	–	–	﹤0.01%	642
2023 Q3	$29.2K	Hold	1,270	–	–	﹤0.01%	645
2023 Q2	$30.4K	Hold	1,270	–	–	﹤0.01%	636
2023 Q1	$30K	Hold	1,270	–	–	﹤0.01%	625
2022 Q4	$28.5K	Buy	+1,270	New	+$27.7K	﹤0.01%	631

Other funds holding SCHY

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SAM

Summit Asset Management Memphis, Tennessee $719M AUM 13.76% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

AAIM

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

MCA

Magnolia Capital Advisors Jackson, Mississippi $509M AUM 18.99% 1-Year Est. Return

Sandy Spring Bank's SCHY Position: Q2 2024 in Review

Sandy Spring Bank sold out of Schwab International Dividend Equity ETF (SCHY) in Q2 2024, closing a stake of 1,270 shares — an estimated $30.8K sold.

Sandy Spring Bank first reported a position in SCHY in Q4 2022 and held it in 6 quarters. The position peaked at $31.2K in Q4 2023. 119 funds tracked by Wall St. Rank hold SCHY as of Q2 2024.

Sandy Spring Bank reported no remaining Schwab International Dividend Equity ETF position as of Q2 2024 after selling out during the quarter.
Sandy Spring Bank sold 1,270 Schwab International Dividend Equity ETF shares in Q2 2024, an estimated $30.8K.
Sandy Spring Bank first reported a position in Schwab International Dividend Equity ETF in Q4 2022 and held it in 6 quarters.
Sandy Spring Bank's Schwab International Dividend Equity ETF position peaked at $31.2K in Q4 2023.
119 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q2 2024.

Based on Sandy Spring Bank's 13F filing for Q2 2024, filed 6 Aug 2024.