Souders Financial Advisors’s Schwab International Dividend Equity ETF SCHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $470K | Sell |
17,174
-16,465
| -49% | -$450K | 0.06% | 136 |
|
|
2025
Q1 | $854K | Sell |
33,639
-89,948
| -73% | -$2.28M | 0.12% | 100 |
|
|
2024
Q4 | $2.86M | Sell |
123,587
-401,460
| -76% | -$9.28M | 0.4% | 58 |
|
|
2024
Q3 | $13.7M | Sell |
525,047
-16,370
| -3% | -$428K | 1.91% | 13 |
|
|
2024
Q2 | $12.8M | Buy |
541,417
+20,486
| +4% | +$483K | 1.92% | 12 |
|
|
2024
Q1 | $12.6M | Buy |
520,931
+34,981
| +7% | +$849K | 1.99% | 12 |
|
|
2023
Q4 | $11.9M | Buy |
485,950
+26,992
| +6% | +$664K | 2.05% | 12 |
|
|
2023
Q3 | $10.6M | Buy |
458,958
+53,068
| +13% | +$1.22M | 2.03% | 12 |
|
|
2023
Q2 | $9.72M | Buy |
405,890
+159,186
| +65% | +$3.81M | 1.86% | 14 |
|
|
2023
Q1 | $5.83M | Buy |
+246,704
| New | +$5.83M | 1.24% | 22 |
|