Carolina Wealth Advisors’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Carolina Wealth Advisors’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	$4.34M	Buy	136,901 +6,038	+5%	+$195K	1.7%	16
2026 Q1	$4.14M	Buy	130,863 +37,735	+41%	+$1.2M	1.73%	15
2025 Q4	$2.78M	Buy	93,128 +1,700	+2%	+$49.1K	1.24%	25
2025 Q3	$2.55M	Buy	91,428 +90,342	+8,319%	+$2.51M	1.1%	25
2025 Q2	$29.7K	Buy	+1,086	New	+$28.7K	0.01%	107

Other funds holding SCHY

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

LWM

LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Carolina Wealth Advisors's SCHY Position: Q2 2026 in Review

Carolina Wealth Advisors increased its Schwab International Dividend Equity ETF (SCHY) stake by 4.6% in Q2 2026, buying an estimated $195K and bringing the position to 136,901 shares worth $4.34M. The position accounts for 1.7% of the portfolio, ranked #16.

Carolina Wealth Advisors first reported a position in SCHY in Q2 2025 and has held it in 5 quarters since. 32 funds tracked by Wall St. Rank hold SCHY as of Q2 2026.

Carolina Wealth Advisors held 136,901 shares of Schwab International Dividend Equity ETF worth $4.34M as of Q2 2026.
Carolina Wealth Advisors bought 6,038 Schwab International Dividend Equity ETF shares in Q2 2026, an estimated $195K.
Schwab International Dividend Equity ETF made up 1.7% of Carolina Wealth Advisors's portfolio in Q2 2026, its #16 holding.
Carolina Wealth Advisors first reported a position in Schwab International Dividend Equity ETF in Q2 2025 and has held it in 5 quarters since.
32 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.