SHJ
Sharkey, Howes & Javer’s Schwab International Dividend Equity ETF SCHY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-11,999
| Closed | -$314K | – | 153 |
|
2024
Q3 | $314K | Sell |
11,999
-1,236
| -9% | -$32.3K | 0.04% | 123 |
|
2024
Q2 | $312K | Sell |
13,235
-4,451
| -25% | -$105K | 0.05% | 96 |
|
2024
Q1 | $429K | Sell |
17,686
-12,911
| -42% | -$313K | 0.07% | 89 |
|
2023
Q4 | $752K | Hold |
30,597
| – | – | 0.13% | 70 |
|
2023
Q3 | $704K | Sell |
30,597
-48,765
| -61% | -$1.12M | 0.13% | 69 |
|
2023
Q2 | $1.9M | Sell |
79,362
-15,653
| -16% | -$375K | 0.36% | 41 |
|
2023
Q1 | $2.25M | Buy |
95,015
+18,867
| +25% | +$446K | 0.48% | 32 |
|
2022
Q4 | $1.71M | Sell |
76,148
-124,378
| -62% | -$2.79M | 0.39% | 36 |
|
2022
Q3 | $4.01M | Buy |
+200,526
| New | +$4.01M | 0.87% | 28 |
|