West Oak Capital’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
$176 Sell
645
-825
-56% -$225 0.01% 220
2025
Q1
$373 Sell
1,470
-51,738
-97% -$13.1K 0.01% 188
2024
Q4
$12.3M Sell
53,208
-1,115
-2% -$258K 0.44% 59
2024
Q3
$14.2K Sell
54,323
-9,625
-15% -$2.52K 0.26% 58
2024
Q2
$1.51M Sell
63,948
-270
-0.4% -$6.36K 0.61% 53
2024
Q1
$1.56M Buy
64,218
+1,820
+3% +$44.2K 0.66% 51
2023
Q4
$1.54M Sell
62,398
-3,967
-6% -$97.9K 0.72% 47
2023
Q3
$1.53M Sell
66,365
-1,605
-2% -$36.9K 0.76% 45
2023
Q2
$1.63M Buy
67,970
+140
+0.2% +$3.35K 0.79% 44
2023
Q1
$1.6M Buy
+67,830
New +$1.6M 0.81% 47