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Concord Wealth Partners’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Concord Wealth Partners’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
2025
Q4 		– Sell
-2,337
Closed -$65.3K – 884
2025
Q3 		$65.3K Buy
2,337
+13
+0.6% +$361 0.01% 303
2025
Q2 		$63.6K Buy
2,324
+18
+0.8% +$475 0.01% 317
2025
Q1 		$58.5K Buy
2,306
+7
+0.3% +$171 0.01% 299
2024
Q4 		$53.1K Buy
2,299
+17
+0.7% +$416 0.01% 323
2024
Q3 		$59.7K Buy
2,282
+33
+1% +$832 0.01% 310
2024
Q2 		$53K Hold
2,249
– – 0.01% 305
2024
Q1 		$54.6K Buy
+2,249
New +$54.7K 0.01% 337

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
SAM
Summit Asset Management Memphis, Tennessee $780M AUM 16.8% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Concord Wealth Partners's SCHY Position: Q4 2025 in Review

Concord Wealth Partners sold out of Schwab International Dividend Equity ETF (SCHY) in Q4 2025, closing a stake of 2,337 shares — an estimated $65.3K sold.

Concord Wealth Partners first reported a position in SCHY in Q1 2024 and held it in 7 quarters. The position peaked at $65.3K in Q3 2025. 171 funds tracked by Wall St. Rank hold SCHY as of Q4 2025.

  • Concord Wealth Partners reported no remaining Schwab International Dividend Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 2,337 Schwab International Dividend Equity ETF shares in Q4 2025, an estimated $65.3K.
  • Concord Wealth Partners first reported a position in Schwab International Dividend Equity ETF in Q1 2024 and held it in 7 quarters.
  • Concord Wealth Partners's Schwab International Dividend Equity ETF position peaked at $65.3K in Q3 2025.
  • 171 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q4 2025.

Based on Concord Wealth Partners's 13F filing for Q4 2025, filed 29 Jan 2026.