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

TruWealth 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
2022 Q3	–	Sell	-11,682	Closed	-$263K	–	142
2022 Q2	$263K	Buy	+11,682	New	+$283K	0.03%	113

Other funds holding SCHY

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 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

MAM

McCarthy Asset Management Redwood Shores, California $192M AUM 10.3% 1-Year Est. Return

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SHJ

Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return

TruWealth Advisors's SCHY Position: Q3 2022 in Review

TruWealth Advisors sold out of Schwab International Dividend Equity ETF (SCHY) in Q3 2022, closing a stake of 11,682 shares — an estimated $263K sold.

TruWealth Advisors first reported a position in SCHY in Q2 2022 and held it in 1 quarter. The position peaked at $263K in Q2 2022. 43 funds tracked by Wall St. Rank hold SCHY as of Q3 2022.

TruWealth Advisors reported no remaining Schwab International Dividend Equity ETF position as of Q3 2022 after selling out during the quarter.
TruWealth Advisors sold 11,682 Schwab International Dividend Equity ETF shares in Q3 2022, an estimated $263K.
TruWealth Advisors first reported a position in Schwab International Dividend Equity ETF in Q2 2022 and held it in 1 quarter.
TruWealth Advisors's Schwab International Dividend Equity ETF position peaked at $263K in Q2 2022.
43 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q3 2022.

Based on TruWealth Advisors's 13F filing for Q3 2022, filed 24 Oct 2022.