Cresset Asset Management’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Cresset Asset Management’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	$118M	Buy	3,706,911 +169,808	+5%	+$5.48M	0.43%	39
2026 Q1	$112M	Sell	3,537,103 -26,361	-0.7%	-$836K	0.48%	32
2025 Q4	$106M	Buy	3,563,464 +308,433	+9%	+$8.91M	0.45%	36
2025 Q3	$90.9M	Buy	3,255,031 +112,682	+4%	+$3.13M	0.4%	42
2025 Q2	$85.9M	Sell	3,142,349 -30,928	-1%	-$816K	0.43%	39
2025 Q1	$80.5M	Buy	3,173,277 +1,291,180	+69%	+$31.5M	0.4%	43
2024 Q4	$43.5M	Sell	1,882,097 -98,625	-5%	-$2.42M	0.21%	74
2024 Q3	$51.8M	Buy	1,980,722 +230,868	+13%	+$5.82M	0.2%	75
2024 Q2	$41.9M	Sell	1,749,854 -4,354	-0.2%	-$105K	0.18%	86
2024 Q1	$42.6M	Buy	1,754,208 +76,741	+5%	+$1.87M	0.2%	72
2023 Q4	$41.2M	Buy	1,677,467 +86,036	+5%	+$2.01M	0.25%	58
2023 Q3	$36.6M	Buy	1,591,431 +81,790	+5%	+$1.95M	0.14%	78
2023 Q2	$36.1M	Buy	+1,509,641	New	+$36.3M	0.04%	123

Other funds holding SCHY

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

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

Cresset Asset Management's SCHY Position: Q2 2026 in Review

Cresset Asset Management increased its Schwab International Dividend Equity ETF (SCHY) stake by 4.8% in Q2 2026, buying an estimated $5.48M and bringing the position to 3,706,911 shares worth $118M. The position accounts for 0.43% of the portfolio, ranked #39.

Cresset Asset Management first reported a position in SCHY in Q2 2023 and has held it in 13 quarters since. 218 funds tracked by Wall St. Rank hold SCHY as of Q2 2026.

Cresset Asset Management held 3,706,911 shares of Schwab International Dividend Equity ETF worth $118M as of Q2 2026.
Cresset Asset Management bought 169,808 Schwab International Dividend Equity ETF shares in Q2 2026, an estimated $5.48M.
Schwab International Dividend Equity ETF made up 0.43% of Cresset Asset Management's portfolio in Q2 2026, its #39 holding.
Cresset Asset Management first reported a position in Schwab International Dividend Equity ETF in Q2 2023 and has held it in 13 quarters since.
218 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.