Sharkey, Howes & Javer’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Sharkey, Howes & Javer’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
2026 Q2	$213K	Hold	6,725	–	–	0.03%	160
2026 Q1	$213K	Hold	6,725	–	–	0.03%	150
2025 Q4	$201K	Buy	+6,725	New	+$194K	0.03%	159
2024 Q4	–	Sell	-11,999	Closed	-$314K	–	153
2024 Q3	$314K	Sell	11,999 -1,236	-9%	-$31.2K	0.04%	123
2024 Q2	$312K	Sell	13,235 -4,451	-25%	-$107K	0.05%	96
2024 Q1	$429K	Sell	17,686 -12,911	-42%	-$314K	0.07%	89
2023 Q4	$752K	Hold	30,597	–	–	0.13%	70
2023 Q3	$704K	Sell	30,597 -48,765	-61%	-$1.16M	0.13%	69
2023 Q2	$1.9M	Sell	79,362 -15,653	-16%	-$376K	0.36%	41
2023 Q1	$2.25M	Buy	95,015 +18,867	+25%	+$439K	0.48%	32
2022 Q4	$1.71M	Sell	76,148 -124,378	-62%	-$2.71M	0.39%	36
2022 Q3	$4.01M	Buy	+200,526	New	+$4.4M	0.87%	28

Other funds holding SCHY

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

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Clarity Capital Advisors Lakewood Ranch, Florida $239M AUM 19.07% 1-Year Est. Return

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return