Sowell Financial Services’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-56,726
| Closed | -$1.49M | – | 589 |
|
2024
Q3 | $1.49M | Sell |
56,726
-734
| -1% | -$19.2K | 0.07% | 281 |
|
2024
Q2 | $1.37M | Sell |
57,460
-7,871
| -12% | -$188K | 0.07% | 285 |
|
2024
Q1 | $1.59M | Buy |
65,331
+2,513
| +4% | +$61K | 0.07% | 272 |
|
2023
Q4 | $1.55M | Sell |
62,818
-12,887
| -17% | -$317K | 0.08% | 260 |
|
2023
Q3 | $1.74M | Sell |
75,705
-11,092
| -13% | -$255K | 0.11% | 213 |
|
2023
Q2 | $2.08M | Buy |
+86,797
| New | +$2.08M | 0.12% | 207 |
|
2023
Q1 | – | Sell |
-65,504
| Closed | -$1.47M | – | 822 |
|
2022
Q4 | $1.47M | Buy |
+65,504
| New | +$1.47M | 0.1% | 240 |
|