Bruce G. Allen Investments’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Bruce G. Allen Investments’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	$281K	Buy	8,856 +23	+0.3%	+$742	0.18%	58
2026 Q1	$280K	Sell	8,833 -2,293	-21%	-$72.7K	0.18%	59
2025 Q4	$332K	Sell	11,126 -1,286	-10%	-$37.1K	0.22%	50
2025 Q3	$347K	Buy	12,412 +1,832	+17%	+$50.9K	0.25%	46
2025 Q2	$289K	Buy	10,580 +1,288	+14%	+$34K	0.22%	55
2025 Q1	$236K	Buy	9,292 +707	+8%	+$17.2K	0.19%	63
2024 Q4	$198K	Buy	8,585 +3,735	+77%	+$91.5K	0.16%	72
2024 Q3	$127K	Buy	4,850 +83	+2%	+$2.09K	0.1%	130
2024 Q2	$112K	Buy	4,767 +53	+1%	+$1.28K	0.09%	137
2024 Q1	$114K	Sell	4,714 -2,925	-38%	-$71.1K	0.09%	138
2023 Q4	$188K	Buy	+7,639	New	+$178K	0.17%	79

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

Bruce G. Allen Investments's SCHY Position: Q2 2026 in Review

Bruce G. Allen Investments increased its Schwab International Dividend Equity ETF (SCHY) stake by 0.26% in Q2 2026, buying an estimated $742 and bringing the position to 8,856 shares worth $281K. The position accounts for 0.18% of the portfolio, ranked #58.

Bruce G. Allen Investments first reported a position in SCHY in Q4 2023 and has held it in 11 quarters since. The position peaked at $347K in Q3 2025. 217 funds tracked by Wall St. Rank hold SCHY as of Q2 2026.

Bruce G. Allen Investments held 8,856 shares of Schwab International Dividend Equity ETF worth $281K as of Q2 2026.
Bruce G. Allen Investments bought 23 Schwab International Dividend Equity ETF shares in Q2 2026, an estimated $742.
Schwab International Dividend Equity ETF made up 0.18% of Bruce G. Allen Investments's portfolio in Q2 2026, its #58 holding.
Bruce G. Allen Investments first reported a position in Schwab International Dividend Equity ETF in Q4 2023 and has held it in 11 quarters since.
Bruce G. Allen Investments's Schwab International Dividend Equity ETF position peaked at $347K in Q3 2025.
217 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.