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Sittner & Nelson’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Sittner & Nelson’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
Q3 		– Sell
-3,937
Closed -$92.8K – 455
2024
Q2 		$92.8K Buy
+3,937
New +$94.8K 0.05% 168

Other funds holding SCHY

CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
Osaic Holdings
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MCA
Magnolia Capital Advisors Jackson, Mississippi $509M AUM 18.99% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Sittner & Nelson's SCHY Position: Q3 2024 in Review

Sittner & Nelson sold out of Schwab International Dividend Equity ETF (SCHY) in Q3 2024, closing a stake of 3,937 shares — an estimated $92.8K sold.

Sittner & Nelson first reported a position in SCHY in Q2 2024 and held it in 1 quarter. The position peaked at $92.8K in Q2 2024. 124 funds tracked by Wall St. Rank hold SCHY as of Q3 2024.

  • Sittner & Nelson reported no remaining Schwab International Dividend Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Sittner & Nelson sold 3,937 Schwab International Dividend Equity ETF shares in Q3 2024, an estimated $92.8K.
  • Sittner & Nelson first reported a position in Schwab International Dividend Equity ETF in Q2 2024 and held it in 1 quarter.
  • Sittner & Nelson's Schwab International Dividend Equity ETF position peaked at $92.8K in Q2 2024.
  • 124 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q3 2024.

Based on Sittner & Nelson's 13F filing for Q3 2024, filed 31 Oct 2024.