Corient Private Wealth
SCHY icon

Corient Private Wealth’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Corient Private Wealth’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 		$823K Sell
25,934
-7,892
-23% -$255K ﹤0.01% 1918
2026
Q1 		$1.07M Buy
33,826
+25,574
+310% +$811K ﹤0.01% 1630
2025
Q4 		$246K Buy
+8,252
New +$238K ﹤0.01% 2305

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

Corient Private Wealth's SCHY Position: Q2 2026 in Review

Corient Private Wealth reduced its Schwab International Dividend Equity ETF (SCHY) stake by 23% in Q2 2026, selling an estimated $255K and leaving 25,934 shares worth $823K. The position accounts for ﹤0.01% of the portfolio, ranked #1918.

Corient Private Wealth first reported a position in SCHY in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.07M in Q1 2026. 217 funds tracked by Wall St. Rank hold SCHY as of Q2 2026.

  • Corient Private Wealth held 25,934 shares of Schwab International Dividend Equity ETF worth $823K as of Q2 2026.
  • Corient Private Wealth sold 7,892 Schwab International Dividend Equity ETF shares in Q2 2026, an estimated $255K.
  • Schwab International Dividend Equity ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1918 holding.
  • Corient Private Wealth first reported a position in Schwab International Dividend Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • Corient Private Wealth's Schwab International Dividend Equity ETF position peaked at $1.07M in Q1 2026.
  • 217 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.