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Stonebridge Capital Advisors’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Stonebridge Capital Advisors’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
2023
Q2 		– Sell
-200
Closed -$4.73K – 984
2023
Q1 		$4.73K Hold
200
– – ﹤0.01% 722
2022
Q4 		$4.48K Buy
+200
New +$4.36K ﹤0.01% 715

Other funds holding SCHY

CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
SAM
Summit Asset Management Memphis, Tennessee $719M AUM 13.76% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
SFA
Souders Financial Advisors Cincinnati, Ohio $876M AUM 14.39% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Stonebridge Capital Advisors's SCHY Position: Q2 2023 in Review

Stonebridge Capital Advisors sold out of Schwab International Dividend Equity ETF (SCHY) in Q2 2023, closing a stake of 200 shares — an estimated $4.73K sold.

Stonebridge Capital Advisors first reported a position in SCHY in Q4 2022 and held it in 2 quarters. The position peaked at $4.73K in Q1 2023. 83 funds tracked by Wall St. Rank hold SCHY as of Q2 2023.

  • Stonebridge Capital Advisors reported no remaining Schwab International Dividend Equity ETF position as of Q2 2023 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 200 Schwab International Dividend Equity ETF shares in Q2 2023, an estimated $4.73K.
  • Stonebridge Capital Advisors first reported a position in Schwab International Dividend Equity ETF in Q4 2022 and held it in 2 quarters.
  • Stonebridge Capital Advisors's Schwab International Dividend Equity ETF position peaked at $4.73K in Q1 2023.
  • 83 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q2 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q2 2023, filed 23 Aug 2023.