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Accredited Wealth Management’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Accredited Wealth Management’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
2025
Q3 		$129K Buy
9,139
+4,467
+96% +$124K 0.1% 87
2025
Q2 		$128K Sell
4,672
-250
-5% -$6.6K 0.1% 86
2025
Q1 		$125K Sell
4,922
-300
-6% -$7.32K 0.11% 76
2024
Q4 		$121K Buy
+5,222
New +$128K 0.11% 86

Other funds holding SCHY

CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
SAM
Summit Asset Management Memphis, Tennessee $719M AUM 13.76% 1-Year Est. Return
HA
Hamel Associates Chatham, New Jersey $351M AUM 23.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
IF
IRON Financial Northbrook, Illinois $242M AUM 17.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LWM
LeConte Wealth Management Maryville, Tennessee $155M AUM 18.37% 1-Year Est. Return

Accredited Wealth Management's SCHY Position: Q3 2025 in Review

Accredited Wealth Management increased its Schwab International Dividend Equity ETF (SCHY) stake by 96% in Q3 2025, buying an estimated $124K and bringing the position to 9,139 shares worth $129K. The position accounts for 0.1% of the portfolio, ranked #87.

Accredited Wealth Management first reported a position in SCHY in Q4 2024 and has held it in 4 quarters since. 145 funds tracked by Wall St. Rank hold SCHY as of Q3 2025.

  • Accredited Wealth Management held 9,139 shares of Schwab International Dividend Equity ETF worth $129K as of Q3 2025.
  • Accredited Wealth Management bought 4,467 Schwab International Dividend Equity ETF shares in Q3 2025, an estimated $124K.
  • Schwab International Dividend Equity ETF made up 0.1% of Accredited Wealth Management's portfolio in Q3 2025, its #87 holding.
  • Accredited Wealth Management first reported a position in Schwab International Dividend Equity ETF in Q4 2024 and has held it in 4 quarters since.
  • 145 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.