TFGT
SCHY icon

TS Financial Group (TSFG)’s Schwab International Dividend Equity ETF SCHY Stock Holding History

TS Financial Group (TSFG)’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
2024
Q1 		– Sell
-1,400
Closed -$34K – 895
2023
Q4 		$34K Hold
1,400
– – 0.01% 335
2023
Q3 		$32K Hold
1,400
– – 0.01% 358
2023
Q2 		$34K Hold
1,400
– – 0.01% 344
2023
Q1 		$33K Hold
1,400
– – 0.01% 333
2022
Q4 		$31K Hold
1,400
– – 0.01% 343
2022
Q3 		$28K Buy
+1,400
New +$30.7K 0.01% 350

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SFA
Souders Financial Advisors Cincinnati, Ohio $876M AUM 14.39% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TS Financial Group (TSFG)'s SCHY Position: Q1 2024 in Review

TS Financial Group (TSFG) sold out of Schwab International Dividend Equity ETF (SCHY) in Q1 2024, closing a stake of 1,400 shares — an estimated $34K sold.

TS Financial Group (TSFG) first reported a position in SCHY in Q3 2022 and held it in 6 quarters. The position peaked at $34K in Q4 2023. 108 funds tracked by Wall St. Rank hold SCHY as of Q1 2024.

  • TS Financial Group (TSFG) reported no remaining Schwab International Dividend Equity ETF position as of Q1 2024 after selling out during the quarter.
  • TS Financial Group (TSFG) sold 1,400 Schwab International Dividend Equity ETF shares in Q1 2024, an estimated $34K.
  • TS Financial Group (TSFG) first reported a position in Schwab International Dividend Equity ETF in Q3 2022 and held it in 6 quarters.
  • TS Financial Group (TSFG)'s Schwab International Dividend Equity ETF position peaked at $34K in Q4 2023.
  • 108 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q1 2024.

Based on TS Financial Group (TSFG)'s 13F filing for Q1 2024, filed 16 Apr 2024.