Sowell Financial Services’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Sowell Financial Services’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 Q4	–	Sell	-56,726	Closed	-$1.49M	–	589
2024 Q3	$1.49M	Sell	56,726 -734	-1%	-$18.5K	0.07%	281
2024 Q2	$1.37M	Sell	57,460 -7,871	-12%	-$189K	0.07%	285
2024 Q1	$1.58M	Buy	65,331 +2,513	+4%	+$61.1K	0.07%	272
2023 Q4	$1.54M	Sell	62,818 -12,887	-17%	-$301K	0.08%	260
2023 Q3	$1.74M	Sell	75,705 -11,092	-13%	-$264K	0.11%	213
2023 Q2	$2.08M	Buy	+86,797	New	+$2.09M	0.12%	207
2023 Q1	–	Sell	-65,504	Closed	-$1.47M	–	822
2022 Q4	$1.47M	Buy	+65,504	New	+$1.43M	0.1%	240

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WOC

West Oak Capital Westlake Village, California $2.52M AUM 17.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

MCA

Magnolia Capital Advisors Jackson, Mississippi $509M AUM 18.99% 1-Year Est. Return

IRON Financial Northbrook, Illinois $229M AUM 13.96% 1-Year Est. Return

Sowell Financial Services's SCHY Position: Q4 2024 in Review

Sowell Financial Services sold out of Schwab International Dividend Equity ETF (SCHY) in Q4 2024, closing a stake of 56,726 shares — an estimated $1.49M sold.

Sowell Financial Services first reported a position in SCHY in Q4 2022 and held it in 7 quarters. The position peaked at $2.08M in Q2 2023. 133 funds tracked by Wall St. Rank hold SCHY as of Q4 2024.

Sowell Financial Services reported no remaining Schwab International Dividend Equity ETF position as of Q4 2024 after selling out during the quarter.
Sowell Financial Services sold 56,726 Schwab International Dividend Equity ETF shares in Q4 2024, an estimated $1.49M.
Sowell Financial Services first reported a position in Schwab International Dividend Equity ETF in Q4 2022 and held it in 7 quarters.
Sowell Financial Services's Schwab International Dividend Equity ETF position peaked at $2.08M in Q2 2023.
133 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q4 2024.

Based on Sowell Financial Services's 13F filing for Q4 2024, filed 7 Feb 2025.