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Synergy Investment Management’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Synergy Investment Management’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
-4,618
Closed -$107K – 656
2024
Q4 		$107K Buy
+4,618
New +$113K 0.05% 169

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

Synergy Investment Management's SCHY Position: Q1 2025 in Review

Synergy Investment Management sold out of Schwab International Dividend Equity ETF (SCHY) in Q1 2025, closing a stake of 4,618 shares — an estimated $107K sold.

Synergy Investment Management first reported a position in SCHY in Q4 2024 and held it in 1 quarter. The position peaked at $107K in Q4 2024. 119 funds tracked by Wall St. Rank hold SCHY as of Q1 2025.

  • Synergy Investment Management reported no remaining Schwab International Dividend Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Investment Management sold 4,618 Schwab International Dividend Equity ETF shares in Q1 2025, an estimated $107K.
  • Synergy Investment Management first reported a position in Schwab International Dividend Equity ETF in Q4 2024 and held it in 1 quarter.
  • Synergy Investment Management's Schwab International Dividend Equity ETF position peaked at $107K in Q4 2024.
  • 119 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q1 2025.

Based on Synergy Investment Management's 13F filing for Q1 2025, filed 30 Apr 2025.