Asset Advisors Investment Management, LLC SCHY Holdings History
Asset Advisors Investment Management, LLC's Schwab International Dividend Equity ETF Holding Summary
As of 2025-06-30, Asset Advisors Investment Management, LLC held 17,446.00 shares of Schwab International Dividend Equity ETF(SCHY), totaling $477,150.00. This investment constitutes 0.05% of their stock portfolio, and Asset Advisors Investment Management, LLC now holds 0.04% of the outstanding Schwab International Dividend Equity ETF(SCHY) stock.
The initial trade took place in 2023Q1. And since then Asset Advisors Investment Management, LLC has made 5 purchases of SCHY, at an average price of $23.54, for a total of 251,434.00 shares. In addition, there have been 5 sales at an average price of $26.25 for 233,988.00 shares. Based on historical transaction data and SCHY's current price of $27.66, Asset Advisors Investment Management, LLC's estimated gain on his SCHY holdings is $706,371.90, reflecting a 11.93% gain to date.
Asset Advisors Investment Management, LLC SCHY ($27.66) Holding Chart
Asset Advisors Investment Management, LLC SCHY ($27.66) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
