Berkeley Inc’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Berkeley Inc’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	$1.09M	Buy	34,259 +51	+0.1%	+$1.65K	0.34%	43
2026 Q1	$1.08M	Buy	34,208 +42	+0.1%	+$1.33K	0.36%	45
2025 Q4	$1.02M	Buy	34,166 +76	+0.2%	+$2.19K	0.32%	45
2025 Q3	$952K	Sell	34,090 -4,536	-12%	-$126K	0.31%	43
2025 Q2	$1.06M	Sell	38,626 -1,008	-3%	-$26.6K	0.38%	43
2025 Q1	$1.01M	Sell	39,634 -12,030	-23%	-$293K	0.47%	37
2024 Q4	$1.19M	Sell	51,664 -51,230	-50%	-$1.25M	0.62%	33
2024 Q3	$2.69M	Sell	102,894 -97,820	-49%	-$2.47M	0.78%	28
2024 Q2	$4.73M	Sell	200,714 -5,031	-2%	-$121K	2.94%	11
2024 Q1	$4.99M	Buy	205,745 +1,609	+0.8%	+$39.1K	3.02%	11
2023 Q4	$5.02M	Buy	204,136 +22,899	+13%	+$535K	3.16%	10
2023 Q3	$4.17M	Buy	181,237 +39,899	+28%	+$949K	2.85%	11
2023 Q2	$3.38M	Buy	141,338 +3,736	+3%	+$89.9K	2.28%	14
2023 Q1	$3.25M	Buy	137,602 +15,408	+13%	+$359K	2.36%	13
2022 Q4	$2.74M	Buy	122,194 +11,210	+10%	+$244K	2.07%	18
2022 Q3	$2.22M	Buy	110,984 +48,663	+78%	+$1.07M	1.87%	19
2022 Q2	$1.4M	Buy	62,321 +2,211	+4%	+$53.5K	1.12%	25
2022 Q1	$1.54M	Buy	60,110 +10,726	+22%	+$275K	1.08%	30
2021 Q4	$1.27M	Sell	49,384 -79	-0.2%	-$2K	0.84%	37
2021 Q3	$1.23M	Buy	49,463 +31,461	+175%	+$815K	0.91%	34
2021 Q2	$463K	Buy	+18,002	New	+$465K	0.33%	56

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

Berkeley Inc's SCHY Position: Q2 2026 in Review

Berkeley Inc increased its Schwab International Dividend Equity ETF (SCHY) stake by 0.15% in Q2 2026, buying an estimated $1.65K and bringing the position to 34,259 shares worth $1.09M. The position accounts for 0.34% of the portfolio, ranked #43.

Berkeley Inc first reported a position in SCHY in Q2 2021 and has held it in 21 quarters since. The position peaked at $5.02M in Q4 2023. 217 funds tracked by Wall St. Rank hold SCHY as of Q2 2026.

Berkeley Inc held 34,259 shares of Schwab International Dividend Equity ETF worth $1.09M as of Q2 2026.
Berkeley Inc bought 51 Schwab International Dividend Equity ETF shares in Q2 2026, an estimated $1.65K.
Schwab International Dividend Equity ETF made up 0.34% of Berkeley Inc's portfolio in Q2 2026, its #43 holding.
Berkeley Inc first reported a position in Schwab International Dividend Equity ETF in Q2 2021 and has held it in 21 quarters since.
Berkeley Inc's Schwab International Dividend Equity ETF position peaked at $5.02M in Q4 2023.
217 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q2 2026.

Based on Berkeley Inc's 13F filing for Q2 2026, filed 24 Jul 2026.