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

AE 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
2026
Q2 		$158K Sell
4,995
-1,210
-20% -$39K ﹤0.01% 1784
2026
Q1 		$196K Buy
6,205
+1,210
+24% +$38.4K ﹤0.01% 1607
2025
Q4 		$149K Hold
4,995
– – ﹤0.01% 1586
2025
Q3 		$140K Buy
+4,995
New +$139K ﹤0.01% 1484
2025
Q1 		– Sell
-93
Closed -$2.15K – 2262
2024
Q4 		$2.15K Buy
+93
New +$2.28K ﹤0.01% 1992

Other funds holding SCHY

CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
HA
Hamel Associates Chatham, New Jersey $363M AUM 24.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
SAM
Summit Asset Management Memphis, Tennessee $780M AUM 16.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TIC
TriCert Investment Counsel Waterloo $1.07B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

AE Wealth Management's SCHY Position: Q2 2026 in Review

AE Wealth Management reduced its Schwab International Dividend Equity ETF (SCHY) stake by 20% in Q2 2026, selling an estimated $39K and leaving 4,995 shares worth $158K. The position accounts for ﹤0.01% of the portfolio, ranked #1784.

AE Wealth Management first reported a position in SCHY in Q4 2024 and has held it in 5 quarters since. The position peaked at $196K in Q1 2026. 219 funds tracked by Wall St. Rank hold SCHY as of Q2 2026.

  • AE Wealth Management held 4,995 shares of Schwab International Dividend Equity ETF worth $158K as of Q2 2026.
  • AE Wealth Management sold 1,210 Schwab International Dividend Equity ETF shares in Q2 2026, an estimated $39K.
  • Schwab International Dividend Equity ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1784 holding.
  • AE Wealth Management first reported a position in Schwab International Dividend Equity ETF in Q4 2024 and has held it in 5 quarters since.
  • AE Wealth Management's Schwab International Dividend Equity ETF position peaked at $196K in Q1 2026.
  • 219 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.