FHC
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First Heartland Consultants’s Schwab International Dividend Equity ETF SCHY Stock Holding History

First Heartland Consultants’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
Q2 		– Sell
-38,922
Closed -$988K – 523
2025
Q1 		$988K Buy
+38,922
New +$949K 0.1% 149

Other funds holding SCHY

CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
SAM
Summit Asset Management Memphis, Tennessee $719M AUM 13.76% 1-Year Est. Return
HA
Hamel Associates Chatham, New Jersey $351M AUM 23.28% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LWM
LeConte Wealth Management Maryville, Tennessee $155M AUM 18.37% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
IF
IRON Financial Northbrook, Illinois $242M AUM 17.3% 1-Year Est. Return

First Heartland Consultants's SCHY Position: Q2 2025 in Review

First Heartland Consultants sold out of Schwab International Dividend Equity ETF (SCHY) in Q2 2025, closing a stake of 38,922 shares — an estimated $988K sold.

First Heartland Consultants first reported a position in SCHY in Q1 2025 and held it in 1 quarter. The position peaked at $988K in Q1 2025. 130 funds tracked by Wall St. Rank hold SCHY as of Q2 2025.

  • First Heartland Consultants reported no remaining Schwab International Dividend Equity ETF position as of Q2 2025 after selling out during the quarter.
  • First Heartland Consultants sold 38,922 Schwab International Dividend Equity ETF shares in Q2 2025, an estimated $988K.
  • First Heartland Consultants first reported a position in Schwab International Dividend Equity ETF in Q1 2025 and held it in 1 quarter.
  • First Heartland Consultants's Schwab International Dividend Equity ETF position peaked at $988K in Q1 2025.
  • 130 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q2 2025.

Based on First Heartland Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.