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CX Institutional’s Schwab International Dividend Equity ETF SCHY Stock Holding History

CX Institutional’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
-807
Closed -$23K – 1584
2025
Q3 		$23K Buy
807
+7
+0.9% +$195 ﹤0.01% 1074
2025
Q2 		$22K Hold
800
– – ﹤0.01% 950
2025
Q1 		$20K Buy
+800
New +$19.5K ﹤0.01% 943

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

CX Institutional's SCHY Position: Q4 2025 in Review

CX Institutional sold out of Schwab International Dividend Equity ETF (SCHY) in Q4 2025, closing a stake of 807 shares — an estimated $23K sold.

CX Institutional first reported a position in SCHY in Q1 2025 and held it in 3 quarters. The position peaked at $23K in Q3 2025. 171 funds tracked by Wall St. Rank hold SCHY as of Q4 2025.

  • CX Institutional reported no remaining Schwab International Dividend Equity ETF position as of Q4 2025 after selling out during the quarter.
  • CX Institutional sold 807 Schwab International Dividend Equity ETF shares in Q4 2025, an estimated $23K.
  • CX Institutional first reported a position in Schwab International Dividend Equity ETF in Q1 2025 and held it in 3 quarters.
  • CX Institutional's Schwab International Dividend Equity ETF position peaked at $23K in Q3 2025.
  • 171 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q4 2025.

Based on CX Institutional's 13F filing for Q4 2025, filed 2 Feb 2026.