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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
Q3 		$1.31M Buy
41,817
+1,631
+4% +$53.5K 0.04% 277
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

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Avidian Wealth Enterprises's SCHY Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Schwab International Dividend Equity ETF (SCHY) stake by 4.1% in Q3 2026, buying an estimated $53.5K and bringing the position to 41,817 shares worth $1.31M. The position accounts for 0.04% of the portfolio, ranked #277.

Avidian Wealth Enterprises first reported a position in SCHY in Q3 2023 and has held it in 13 quarters since. 5 funds tracked by Wall St. Rank hold SCHY as of Q3 2026.

  • Avidian Wealth Enterprises held 41,817 shares of Schwab International Dividend Equity ETF worth $1.31M as of Q3 2026.
  • Avidian Wealth Enterprises bought 1,631 Schwab International Dividend Equity ETF shares in Q3 2026, an estimated $53.5K.
  • Schwab International Dividend Equity ETF made up 0.04% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #277 holding.
  • Avidian Wealth Enterprises first reported a position in Schwab International Dividend Equity ETF in Q3 2023 and has held it in 13 quarters since.
  • 5 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.