CVA Family Office’s Schwab International Dividend Equity ETF SCHY Stock Holding History

CVA Family Office’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	$270K	Buy	8,516 +8	+0.1%	+$254	0.03%	267
2025 Q4	$254K	Buy	8,508 +13	+0.2%	+$375	0.03%	262
2025 Q3	$237K	Buy	8,495 +11	+0.1%	+$306	0.03%	263
2025 Q2	$232K	Buy	8,484 +15	+0.2%	+$396	0.03%	269
2025 Q1	$215K	Sell	8,469 -12,049	-59%	-$294K	0.03%	268
2024 Q4	$474K	Sell	20,518 -1,085	-5%	-$26.6K	0.08%	165
2024 Q3	$565K	Buy	21,603 +29	+0.1%	+$731	0.09%	138
2024 Q2	$509K	Hold	21,574	–	–	0.09%	136
2024 Q1	$523K	Buy	21,574 +7	+0%	+$170	0.09%	134
2023 Q4	$530K	Sell	21,567 -4,016	-16%	-$93.8K	0.1%	125
2023 Q3	$588K	Sell	25,583 -2,000	-7%	-$47.6K	0.13%	114
2023 Q2	$660K	Buy	27,583 +53	+0.2%	+$1.27K	0.14%	106
2023 Q1	$651K	Hold	27,530	–	–	0.15%	104
2022 Q4	$617K	Sell	27,530 -17,235	-39%	-$375K	0.15%	99
2022 Q3	$896K	Sell	44,765 -24,795	-36%	-$544K	0.24%	71
2022 Q2	$1.56M	Sell	69,560 -701	-1%	-$17K	0.43%	50
2022 Q1	$1.8M	Buy	70,261 +9,300	+15%	+$239K	0.43%	46
2021 Q4	$1.56M	Buy	+60,961	New	+$1.54M	0.39%	50
2021 Q3	–	Sell	-38,395	Closed	-$987K	–	788
2021 Q2	$987K	Buy	+38,395	New	+$991K	0.28%	57

Other funds holding SCHY

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Hamel Associates Chatham, New Jersey $351M AUM 23.28% 1-Year Est. Return

SAM

Summit Asset Management Memphis, Tennessee $719M AUM 13.76% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $5.84B AUM 16.73% 1-Year Est. Return

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

CVA Family Office's SCHY Position: Q1 2026 in Review

CVA Family Office increased its Schwab International Dividend Equity ETF (SCHY) stake by 0.09% in Q1 2026, buying an estimated $254 and bringing the position to 8,516 shares worth $270K. The position accounts for 0.03% of the portfolio, ranked #267.

CVA Family Office first reported a position in SCHY in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.8M in Q1 2022. 194 funds tracked by Wall St. Rank hold SCHY as of Q1 2026.

CVA Family Office held 8,516 shares of Schwab International Dividend Equity ETF worth $270K as of Q1 2026.
CVA Family Office bought 8 Schwab International Dividend Equity ETF shares in Q1 2026, an estimated $254.
Schwab International Dividend Equity ETF made up 0.03% of CVA Family Office's portfolio in Q1 2026, its #267 holding.
CVA Family Office first reported a position in Schwab International Dividend Equity ETF in Q2 2021 and has held it in 19 quarters since.
CVA Family Office's Schwab International Dividend Equity ETF position peaked at $1.8M in Q1 2022.
194 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.