SSWM
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Sheets Smith Wealth Management’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Sheets Smith 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
2023
Q4 		– Sell
-493
Closed -$11.3K – 465
2023
Q3 		$11.3K Buy
+493
New +$11.7K ﹤0.01% 449

Other funds holding SCHY

CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Charles Schwab
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
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
SFA
Souders Financial Advisors Cincinnati, Ohio $876M AUM 14.39% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Sheets Smith Wealth Management's SCHY Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of Schwab International Dividend Equity ETF (SCHY) in Q4 2023, closing a stake of 493 shares — an estimated $11.3K sold.

Sheets Smith Wealth Management first reported a position in SCHY in Q3 2023 and held it in 1 quarter. The position peaked at $11.3K in Q3 2023. 103 funds tracked by Wall St. Rank hold SCHY as of Q4 2023.

  • Sheets Smith Wealth Management reported no remaining Schwab International Dividend Equity ETF position as of Q4 2023 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 493 Schwab International Dividend Equity ETF shares in Q4 2023, an estimated $11.3K.
  • Sheets Smith Wealth Management first reported a position in Schwab International Dividend Equity ETF in Q3 2023 and held it in 1 quarter.
  • Sheets Smith Wealth Management's Schwab International Dividend Equity ETF position peaked at $11.3K in Q3 2023.
  • 103 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.