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Bogart Wealth LLC’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Bogart Wealth LLC’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 		– Sell
-156
Closed -$4.94K – 2076
2026
Q1 		$4.94K Buy
+156
New +$4.95K ﹤0.01% 1069
2024
Q4 		– Sell
-1,450
Closed -$37.9K – 1370
2024
Q3 		$37.9K Sell
1,450
-2,750
-65% -$69.3K ﹤0.01% 461
2024
Q2 		$99K Hold
4,200
– – 0.01% 300
2024
Q1 		$102K Hold
4,200
– – 0.01% 281
2023
Q4 		$103K Sell
4,200
-10
-0.2% -$234 0.01% 265
2023
Q3 		$96.8K Buy
4,210
+6
+0.1% +$143 0.01% 253
2023
Q2 		$101K Buy
4,204
+204
+5% +$4.91K 0.01% 241
2023
Q1 		$94.5K Buy
4,000
+3,996
+99,900% +$93.1K 0.01% 237
2022
Q4 		$92 Hold
4
– – ﹤0.01% 989
2022
Q3 		$0 Buy
4
+2
+100% +$44 ﹤0.01% 1115
2022
Q2 		$0 Buy
+2
New +$48 ﹤0.01% 967

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

Bogart Wealth LLC's SCHY Position: Q2 2026 in Review

Bogart Wealth LLC sold out of Schwab International Dividend Equity ETF (SCHY) in Q2 2026, closing a stake of 156 shares — an estimated $4.94K sold.

Bogart Wealth LLC first reported a position in SCHY in Q2 2022 and held it in 11 quarters. The position peaked at $103K in Q4 2023. 217 funds tracked by Wall St. Rank hold SCHY as of Q2 2026.

  • Bogart Wealth LLC reported no remaining Schwab International Dividend Equity ETF position as of Q2 2026 after selling out during the quarter.
  • Bogart Wealth LLC sold 156 Schwab International Dividend Equity ETF shares in Q2 2026, an estimated $4.94K.
  • Bogart Wealth LLC first reported a position in Schwab International Dividend Equity ETF in Q2 2022 and held it in 11 quarters.
  • Bogart Wealth LLC's Schwab International Dividend Equity ETF position peaked at $103K in Q4 2023.
  • 217 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q2 2026.

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