Waverly Advisors’s Schwab International Dividend Equity ETF SCHY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.77M | Buy |
101,302
+6,773
| +7% | +$185K | 0.03% | 424 |
|
|
2025
Q1 | $2.4M | Buy |
94,529
+11,593
| +14% | +$294K | 0.03% | 442 |
|
|
2024
Q4 | $1.92M | Sell |
82,936
-25,660
| -24% | -$593K | 0.03% | 392 |
|
|
2024
Q3 | $2.84M | Buy |
108,596
+5,744
| +6% | +$150K | 0.05% | 276 |
|
|
2024
Q2 | $2.42M | Buy |
102,852
+8,012
| +8% | +$189K | 0.05% | 283 |
|
|
2024
Q1 | $2.3M | Buy |
94,840
+768
| +0.8% | +$18.6K | 0.05% | 236 |
|
|
2023
Q4 | $2.31M | Buy |
+94,072
| New | +$2.31M | 0.09% | 134 |
|