Carroll Advisory Group’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Carroll Advisory Group’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	$335K	Buy	+10,552	New	+$340K	0.11%	56

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

Carroll Advisory Group's SCHY Position: Q2 2026 in Review

Carroll Advisory Group opened a new position in Schwab International Dividend Equity ETF (SCHY) in Q2 2026: 10,552 shares worth $335K. The stake represents 0.11% of the portfolio and ranks #56 among its holdings.

217 funds tracked by Wall St. Rank hold SCHY as of Q2 2026.

Carroll Advisory Group held 10,552 shares of Schwab International Dividend Equity ETF worth $335K as of Q2 2026.
Schwab International Dividend Equity ETF was a new Carroll Advisory Group position in Q2 2026.
Schwab International Dividend Equity ETF made up 0.11% of Carroll Advisory Group's portfolio in Q2 2026, its #56 holding.
217 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q2 2026.

Based on Carroll Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.