TWM
Tradition Wealth Management’s Schwab International Dividend Equity ETF SCHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $408K | Buy |
14,929
+1,265
| +9% | +$34.6K | 0.03% | 297 |
|
|
2025
Q1 | $347K | Buy |
13,664
+983
| +8% | +$24.9K | 0.03% | 314 |
|
|
2024
Q4 | $293K | Buy |
12,681
+1,000
| +9% | +$23.1K | 0.03% | 324 |
|
|
2024
Q3 | $306K | Buy |
11,681
+1,271
| +12% | +$33.3K | 0.03% | 317 |
|
|
2024
Q2 | $245K | Buy |
10,410
+1,028
| +11% | +$24.2K | 0.02% | 346 |
|
|
2024
Q1 | $228K | Sell |
9,382
-196,027
| -95% | -$4.76M | 0.02% | 350 |
|
|
2023
Q4 | $7.48M | Sell |
205,409
-17,708
| -8% | -$645K | 0.78% | 34 |
|
|
2023
Q3 | $7.5M | Buy |
223,117
+4,978
| +2% | +$167K | 0.89% | 28 |
|
|
2023
Q2 | $7.69M | Buy |
218,139
+63,809
| +41% | +$2.25M | 0.9% | 28 |
|
|
2023
Q1 | $5.3M | Sell |
154,330
-2,002
| -1% | -$68.7K | 0.66% | 42 |
|
|
2022
Q4 | $4.97M | Sell |
156,332
-4,226
| -3% | -$134K | 0.7% | 43 |
|
|
2022
Q3 | $4.46M | Sell |
160,558
-8,948
| -5% | -$249K | 0.67% | 42 |
|
|
2022
Q2 | $5.28M | Buy |
+169,506
| New | +$5.28M | 0.77% | 38 |
|