SXL
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Summit X LLC’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Summit X LLC’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
2025
Q1 		– Sell
-9,102
Closed -$210K – 246
2024
Q4 		$210K Buy
+9,102
New +$223K 0.05% 205

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LWM
LeConte Wealth Management Maryville, Tennessee $155M AUM 18.37% 1-Year Est. Return
IF
IRON Financial Northbrook, Illinois $242M AUM 17.3% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Summit X LLC's SCHY Position: Q1 2025 in Review

Summit X LLC sold out of Schwab International Dividend Equity ETF (SCHY) in Q1 2025, closing a stake of 9,102 shares — an estimated $210K sold.

Summit X LLC first reported a position in SCHY in Q4 2024 and held it in 1 quarter. The position peaked at $210K in Q4 2024. 119 funds tracked by Wall St. Rank hold SCHY as of Q1 2025.

  • Summit X LLC reported no remaining Schwab International Dividend Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Summit X LLC sold 9,102 Schwab International Dividend Equity ETF shares in Q1 2025, an estimated $210K.
  • Summit X LLC first reported a position in Schwab International Dividend Equity ETF in Q4 2024 and held it in 1 quarter.
  • Summit X LLC's Schwab International Dividend Equity ETF position peaked at $210K in Q4 2024.
  • 119 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q1 2025.

Based on Summit X LLC's 13F filing for Q1 2025, filed 2 May 2025.