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SFA
Souders Financial Advisors’s
Schwab International Dividend Equity ETF
SCHY
Stock Holding History
Souders Financial Advisors’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
Q1
$338K
Sell
10,665
-2,972
-22%
-$94.3K
0.04%
174
2025
Q4
$407K
Sell
13,637
-602
-4%
-$17.4K
0.05%
152
2025
Q3
$398K
Sell
14,239
-2,935
-17%
-$81.6K
0.05%
147
2025
Q2
$470K
Sell
17,174
-16,465
-49%
-$435K
0.06%
136
2025
Q1
$854K
Sell
33,639
-89,948
-73%
-$2.19M
0.12%
100
2024
Q4
$2.86M
Sell
123,587
-401,460
-76%
-$9.83M
0.4%
58
2024
Q3
$13.7M
Sell
525,047
-16,370
-3%
-$413K
1.91%
13
2024
Q2
$12.8M
Buy
541,417
+20,486
+4%
+$493K
1.92%
12
2024
Q1
$12.6M
Buy
520,931
+34,981
+7%
+$850K
1.99%
12
2023
Q4
$11.9M
Buy
485,950
+26,992
+6%
+$630K
2.05%
12
2023
Q3
$10.6M
Buy
458,958
+53,068
+13%
+$1.26M
2.03%
12
2023
Q2
$9.72M
Buy
405,890
+159,186
+65%
+$3.83M
1.86%
14
2023
Q1
$5.83M
Buy
+246,704
New
+$5.74M
1.24%
22
Other funds holding SCHY
CAM
Cresset Asset Management
Chicago, Illinois
$23.1B AUM
27.04%
1-Year Est. Return
HA
Hamel Associates
Chatham, New Jersey
$351M AUM
23.28%
1-Year Est. Return
SAM
Summit Asset Management
Memphis, Tennessee
$719M AUM
13.76%
1-Year Est. Return
Osaic Holdings
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
Jane Street
New York
$93.1B AUM
61.18%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
HighTower Advisors
Chicago, Illinois
$94.2B AUM
21.24%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
MWM
Modern Wealth Management
Lenexa, Kansas
$5.82B AUM
16.73%
1-Year Est. Return
IF
IRON Financial
Northbrook, Illinois
$229M AUM
13.96%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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