AIM
SCHY icon

Anchor Investment Management’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Anchor Investment 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
Q1 		$240K Buy
7,568
+4,714
+165% +$150K 0.02% 355
2025
Q4 		$85.1K Buy
2,854
+314
+12% +$9.07K 0.01% 517
2025
Q3 		$71K Sell
2,540
-284
-10% -$7.9K 0.01% 540
2025
Q2 		$77.2K Buy
2,824
+637
+29% +$16.8K 0.01% 525
2025
Q1 		$55.5K Sell
2,187
-87
-4% -$2.12K 0.01% 553
2024
Q4 		$52.6K Buy
2,274
+68
+3% +$1.67K ﹤0.01% 563
2024
Q3 		$57.7K Buy
2,206
+249
+13% +$6.28K 0.01% 542
2024
Q2 		$46.1K Sell
1,957
-546
-22% -$13.1K ﹤0.01% 532
2024
Q1 		$60.7K Buy
2,503
+204
+9% +$4.96K 0.01% 504
2023
Q4 		$56.5K Buy
2,299
+167
+8% +$3.9K 0.01% 501
2023
Q3 		$49K Buy
2,132
+358
+20% +$8.51K 0.01% 509
2023
Q2 		$42.5K Buy
1,774
+244
+16% +$5.87K 0.01% 532
2023
Q1 		$36.2K Buy
+1,530
New +$35.6K ﹤0.01% 581

Other funds holding SCHY

CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
HA
Hamel Associates Chatham, New Jersey $363M AUM 24.39% 1-Year Est. Return
SAM
Summit Asset Management Memphis, Tennessee $780M AUM 16.8% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
IF
IRON Financial Northbrook, Illinois $242M AUM 17.3% 1-Year Est. Return

Anchor Investment Management's SCHY Position: Q1 2026 in Review

Anchor Investment Management increased its Schwab International Dividend Equity ETF (SCHY) stake by 165% in Q1 2026, buying an estimated $150K and bringing the position to 7,568 shares worth $240K. The position accounts for 0.02% of the portfolio, ranked #355.

Anchor Investment Management first reported a position in SCHY in Q1 2023 and has held it in 13 quarters since. 195 funds tracked by Wall St. Rank hold SCHY as of Q1 2026.

  • Anchor Investment Management held 7,568 shares of Schwab International Dividend Equity ETF worth $240K as of Q1 2026.
  • Anchor Investment Management bought 4,714 Schwab International Dividend Equity ETF shares in Q1 2026, an estimated $150K.
  • Schwab International Dividend Equity ETF made up 0.02% of Anchor Investment Management's portfolio in Q1 2026, its #355 holding.
  • Anchor Investment Management first reported a position in Schwab International Dividend Equity ETF in Q1 2023 and has held it in 13 quarters since.
  • 195 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.