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 Q2	$271K	Buy	8,530 +14	+0.2%	+$452	0.02%	288
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 $27.6B AUM 31.92% 1-Year Est. Return

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

CVA Family Office's SCHY Position: Q2 2026 in Review

CVA Family Office increased its Schwab International Dividend Equity ETF (SCHY) stake by 0.16% in Q2 2026, buying an estimated $452 and bringing the position to 8,530 shares worth $271K. The position accounts for 0.02% of the portfolio, ranked #288.

CVA Family Office first reported a position in SCHY in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.8M in Q1 2022. 219 funds tracked by Wall St. Rank hold SCHY as of Q2 2026.

CVA Family Office held 8,530 shares of Schwab International Dividend Equity ETF worth $271K as of Q2 2026.
CVA Family Office bought 14 Schwab International Dividend Equity ETF shares in Q2 2026, an estimated $452.
Schwab International Dividend Equity ETF made up 0.02% of CVA Family Office's portfolio in Q2 2026, its #288 holding.
CVA Family Office first reported a position in Schwab International Dividend Equity ETF in Q2 2021 and has held it in 20 quarters since.
CVA Family Office's Schwab International Dividend Equity ETF position peaked at $1.8M in Q1 2022.
219 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.