D'Orazio & Associates’s Schwab International Dividend Equity ETF SCHY Stock Holding History

D'Orazio & Associates’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	$287K	Hold	9,039	–	–	0.03%	238
2026 Q1	$286K	Hold	9,039	–	–	0.04%	203
2025 Q4	$270K	Hold	9,039	–	–	0.03%	209
2025 Q3	$253K	Hold	9,039	–	–	0.03%	217
2025 Q2	$247K	Buy	9,039 +111	+1%	+$2.93K	0.03%	210
2025 Q1	$227K	Buy	8,928 +47	+0.5%	+$1.15K	0.03%	210
2024 Q4	$205K	Sell	8,881 -1,938	-18%	-$47.5K	0.03%	221
2024 Q3	$283K	Sell	10,819 -18,351	-63%	-$463K	0.04%	162
2024 Q2	$688K	Sell	29,170 -1,443	-5%	-$34.7K	0.11%	64
2024 Q1	$743K	Sell	30,613 -7,495	-20%	-$182K	0.12%	62
2023 Q4	$937K	Sell	38,108 -24,434	-39%	-$571K	0.17%	47
2023 Q3	$1.44M	Sell	62,542 -864	-1%	-$20.5K	0.32%	34
2023 Q2	$1.52M	Buy	63,406 +54,795	+636%	+$1.32M	0.35%	25
2023 Q1	$203K	Sell	8,611 -10,563	-55%	-$246K	0.05%	125
2022 Q4	$430K	Buy	19,174 +4,549	+31%	+$99.1K	0.1%	74
2022 Q3	$293K	Buy	+14,625	New	+$321K	0.09%	92

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

D'Orazio & Associates's SCHY Position: Q2 2026 in Review

D'Orazio & Associates held its Schwab International Dividend Equity ETF (SCHY) position steady in Q2 2026 at 9,039 shares worth $287K. The position accounts for 0.03% of the portfolio, ranked #238.

D'Orazio & Associates first reported a position in SCHY in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.52M in Q2 2023. 217 funds tracked by Wall St. Rank hold SCHY as of Q2 2026.

D'Orazio & Associates held 9,039 shares of Schwab International Dividend Equity ETF worth $287K as of Q2 2026.
D'Orazio & Associates left its Schwab International Dividend Equity ETF share count unchanged in Q2 2026.
Schwab International Dividend Equity ETF made up 0.03% of D'Orazio & Associates's portfolio in Q2 2026, its #238 holding.
D'Orazio & Associates first reported a position in Schwab International Dividend Equity ETF in Q3 2022 and has held it in 16 quarters since.
D'Orazio & Associates's Schwab International Dividend Equity ETF position peaked at $1.52M in Q2 2023.
217 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q2 2026.

Based on D'Orazio & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.