Steward Partners Investment Advisory’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 | $179K | Hold |
6,544
| – | – | ﹤0.01% | 1810 |
|
|
2025
Q1 | $166K | Sell |
6,544
-476
| -7% | -$12.1K | ﹤0.01% | 1741 |
|
|
2024
Q4 | $162K | Buy |
7,020
+159
| +2% | +$3.68K | ﹤0.01% | 1728 |
|
|
2024
Q3 | $180K | Buy |
6,861
+317
| +5% | +$8.3K | ﹤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% | -$200K | ﹤0.01% | 2280 |
|
|
2022
Q1 | $248K | Buy |
+9,667
| New | +$248K | ﹤0.01% | 1210 |
|