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Veritable’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Veritable’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
2023
Q3 		– Sell
-377,242
Closed -$9.03M – 654
2023
Q2 		$9.03M Buy
377,242
+81,560
+28% +$1.96M 0.14% 78
2023
Q1 		$6.99M Buy
+295,682
New +$6.89M 0.11% 89

Other funds holding SCHY

CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 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
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
SFA
Souders Financial Advisors Cincinnati, Ohio $876M AUM 14.39% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Veritable's SCHY Position: Q3 2023 in Review

Veritable sold out of Schwab International Dividend Equity ETF (SCHY) in Q3 2023, closing a stake of 377,242 shares — an estimated $9.03M sold.

Veritable first reported a position in SCHY in Q1 2023 and held it in 2 quarters. The position peaked at $9.03M in Q2 2023. 86 funds tracked by Wall St. Rank hold SCHY as of Q3 2023.

  • Veritable reported no remaining Schwab International Dividend Equity ETF position as of Q3 2023 after selling out during the quarter.
  • Veritable sold 377,242 Schwab International Dividend Equity ETF shares in Q3 2023, an estimated $9.03M.
  • Veritable first reported a position in Schwab International Dividend Equity ETF in Q1 2023 and held it in 2 quarters.
  • Veritable's Schwab International Dividend Equity ETF position peaked at $9.03M in Q2 2023.
  • 86 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.