Steward Partners Investment Advisory’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$318K	Buy	10,055 +3,381	+51%	+$107K	﹤0.01%	1778
2025 Q4	$199K	Buy	6,674 +71	+1%	+$2.05K	﹤0.01%	1935
2025 Q3	$184K	Buy	6,603 +59	+0.9%	+$1.64K	﹤0.01%	1910
2025 Q2	$179K	Hold	6,544	–	–	﹤0.01%	1810
2025 Q1	$166K	Sell	6,544 -476	-7%	-$11.6K	﹤0.01%	1741
2024 Q4	$162K	Buy	7,020 +159	+2%	+$3.89K	﹤0.01%	1728
2024 Q3	$180K	Buy	6,861 +317	+5%	+$7.99K	﹤0.01%	1581
2024 Q2	$154K	Hold	6,544	–	–	﹤0.01%	1571
2024 Q1	$159K	Buy	+6,544	New	+$159K	﹤0.01%	1539
2022 Q3	–	Sell	-800	Closed	-$18K	–	3365
2022 Q2	$18K	Sell	800 -8,867	-92%	-$215K	﹤0.01%	2280
2022 Q1	$248K	Buy	+9,667	New	+$248K	﹤0.01%	1210