DBRC
SCHY icon

D.B. Root & Company’s Schwab International Dividend Equity ETF SCHY Stock Holding History

D.B. Root & Company’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 		$956K Buy
30,124
+1,696
+6% +$54.7K 0.2% 70
2026
Q1 		$900K Buy
28,428
+9,393
+49% +$298K 0.22% 73
2025
Q4 		$568K Buy
19,035
+3,038
+19% +$87.7K 0.14% 99
2025
Q3 		$447K Buy
15,997
+1,626
+11% +$45.2K 0.11% 118
2025
Q2 		$393K Buy
+14,371
New +$379K 0.12% 127

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

D.B. Root & Company's SCHY Position: Q2 2026 in Review

D.B. Root & Company increased its Schwab International Dividend Equity ETF (SCHY) stake by 6% in Q2 2026, buying an estimated $54.7K and bringing the position to 30,124 shares worth $956K. The position accounts for 0.2% of the portfolio, ranked #70.

D.B. Root & Company first reported a position in SCHY in Q2 2025 and has held it in 5 quarters since. 217 funds tracked by Wall St. Rank hold SCHY as of Q2 2026.

  • D.B. Root & Company held 30,124 shares of Schwab International Dividend Equity ETF worth $956K as of Q2 2026.
  • D.B. Root & Company bought 1,696 Schwab International Dividend Equity ETF shares in Q2 2026, an estimated $54.7K.
  • Schwab International Dividend Equity ETF made up 0.2% of D.B. Root & Company's portfolio in Q2 2026, its #70 holding.
  • D.B. Root & Company first reported a position in Schwab International Dividend Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • 217 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q2 2026.

Based on D.B. Root & Company's 13F filing for Q2 2026, filed 13 Aug 2026.