Carson Wealth (CWM LLC)’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Carson Wealth (CWM LLC)’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 Q1	$85K	Buy	2,685 +1,721	+179%	+$54.6K	﹤0.01%	3403
2025 Q4	$29K	Hold	964	–	–	﹤0.01%	3975
2025 Q3	$27K	Hold	964	–	–	﹤0.01%	3954
2025 Q2	$26K	Buy	+964	New	+$25.4K	﹤0.01%	3753
2024 Q4	–	Sell	-9	Closed	–	–	5120
2024 Q3	$0	Buy	+9	New	+$227	﹤0.01%	5106

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

SAM

Summit Asset Management Memphis, Tennessee $780M AUM 16.8% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

IRON Financial Northbrook, Illinois $242M AUM 17.3% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SCHY Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Schwab International Dividend Equity ETF (SCHY) stake by 179% in Q1 2026, buying an estimated $54.6K and bringing the position to 2,685 shares worth $85K. The position accounts for ﹤0.01% of the portfolio, ranked #3403.

Carson Wealth (CWM LLC) first reported a position in SCHY in Q3 2024 and has held it in 5 quarters since. 195 funds tracked by Wall St. Rank hold SCHY as of Q1 2026.

Carson Wealth (CWM LLC) held 2,685 shares of Schwab International Dividend Equity ETF worth $85K as of Q1 2026.
Carson Wealth (CWM LLC) bought 1,721 Schwab International Dividend Equity ETF shares in Q1 2026, an estimated $54.6K.
Schwab International Dividend Equity ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3403 holding.
Carson Wealth (CWM LLC) first reported a position in Schwab International Dividend Equity ETF in Q3 2024 and has held it in 5 quarters since.
195 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.