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Caldwell Sutter Capital’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Caldwell Sutter Capital’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 		$135K Buy
4,259
+163
+4% +$5.26K 0.05% 269
2026
Q1 		$130K Buy
4,096
+363
+10% +$11.5K 0.05% 266
2025
Q4 		$111K Buy
3,733
+310
+9% +$8.95K 0.05% 273
2025
Q3 		$95.6K Buy
3,423
+25
+0.7% +$695 0.04% 287
2025
Q2 		$92.9K Buy
3,398
+313
+10% +$8.26K 0.04% 290
2025
Q1 		$78.3K Sell
3,085
-40
-1% -$975 0.04% 302
2024
Q4 		$72.3K Buy
3,125
+315
+11% +$7.71K 0.03% 313
2024
Q3 		$73.5K Buy
2,810
+50
+2% +$1.26K 0.03% 314
2024
Q2 		$65.1K Buy
2,760
+1,466
+113% +$35.3K 0.03% 322
2024
Q1 		$31.4K Buy
1,294
+866
+202% +$21.1K 0.02% 406
2023
Q4 		$10.5K Buy
+428
New +$10K 0.01% 541

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

Caldwell Sutter Capital's SCHY Position: Q2 2026 in Review

Caldwell Sutter Capital increased its Schwab International Dividend Equity ETF (SCHY) stake by 4% in Q2 2026, buying an estimated $5.26K and bringing the position to 4,259 shares worth $135K. The position accounts for 0.05% of the portfolio, ranked #269.

Caldwell Sutter Capital first reported a position in SCHY in Q4 2023 and has held it in 11 quarters since. 217 funds tracked by Wall St. Rank hold SCHY as of Q2 2026.

  • Caldwell Sutter Capital held 4,259 shares of Schwab International Dividend Equity ETF worth $135K as of Q2 2026.
  • Caldwell Sutter Capital bought 163 Schwab International Dividend Equity ETF shares in Q2 2026, an estimated $5.26K.
  • Schwab International Dividend Equity ETF made up 0.05% of Caldwell Sutter Capital's portfolio in Q2 2026, its #269 holding.
  • Caldwell Sutter Capital first reported a position in Schwab International Dividend Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 217 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.