Avidian Wealth Enterprises’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Avidian Wealth Enterprises’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	$1.28M	Buy	40,186 +2,046	+5%	+$66K	0.04%	276
2026 Q1	$1.21M	Buy	38,140 +51	+0.1%	+$1.62K	0.04%	265
2025 Q4	$1.14M	Hold	38,089	–	–	0.04%	211
2025 Q3	$1.06M	Hold	38,089	–	–	0.04%	212
2025 Q2	$1.04M	Buy	38,089 +1,243	+3%	+$32.8K	0.04%	198
2025 Q1	$935K	Buy	36,846 +1,408	+4%	+$34.3K	0.04%	203
2024 Q4	$819K	Buy	35,438 +2,522	+8%	+$61.8K	0.04%	217
2024 Q3	$861K	Buy	32,916 +2,184	+7%	+$55K	0.04%	208
2024 Q2	$724K	Buy	30,732 +1,626	+6%	+$39.1K	0.03%	229
2024 Q1	$706K	Buy	29,106 +2,059	+8%	+$50.1K	0.03%	208
2023 Q4	$665K	Sell	27,047 -6,720	-20%	-$157K	0.04%	214
2023 Q3	$777K	Buy	+33,767	New	+$803K	0.05%	194

Other funds holding SCHY

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Hamel Associates Chatham, New Jersey $363M AUM 24.39% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

TIC

TriCert Investment Counsel Waterloo $1.07B AUM

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Avidian Wealth Enterprises's SCHY Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Schwab International Dividend Equity ETF (SCHY) stake by 5.4% in Q2 2026, buying an estimated $66K and bringing the position to 40,186 shares worth $1.28M. The position accounts for 0.04% of the portfolio, ranked #276.

Avidian Wealth Enterprises first reported a position in SCHY in Q3 2023 and has held it in 12 quarters since. 217 funds tracked by Wall St. Rank hold SCHY as of Q2 2026.

Avidian Wealth Enterprises held 40,186 shares of Schwab International Dividend Equity ETF worth $1.28M as of Q2 2026.
Avidian Wealth Enterprises bought 2,046 Schwab International Dividend Equity ETF shares in Q2 2026, an estimated $66K.
Schwab International Dividend Equity ETF made up 0.04% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #276 holding.
Avidian Wealth Enterprises first reported a position in Schwab International Dividend Equity ETF in Q3 2023 and has held it in 12 quarters since.
217 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.