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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

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

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. 218 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.
  • 218 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.