Hamel Associates’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Hamel 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	$25.7M	Sell	808,765 -12,203	-1%	-$394K	7.08%	1
2026 Q1	$26M	Buy	820,968 +113,809	+16%	+$3.61M	7.42%	1
2025 Q4	$21.1M	Buy	707,159 +76,611	+12%	+$2.21M	6.36%	1
2025 Q3	$17.6M	Buy	630,548 +90,593	+17%	+$2.52M	5.42%	2
2025 Q2	$14.8M	Buy	539,955 +385,730	+250%	+$10.2M	5%	3
2025 Q1	$3.91M	Buy	154,225 +112,225	+267%	+$2.74M	1.33%	33
2024 Q4	$971K	Buy	42,000 +12,000	+40%	+$294K	0.31%	56
2024 Q3	$785K	Hold	30,000	–	–	0.24%	62
2024 Q2	$707K	Hold	30,000	–	–	0.22%	61
2024 Q1	$728K	Buy	30,000 +14,000	+88%	+$340K	0.23%	61
2023 Q4	$393K	Hold	16,000	–	–	0.14%	66
2023 Q3	$368K	Buy	+16,000	New	+$381K	0.13%	65

Other funds holding SCHY

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

IRON Financial Northbrook, Illinois $242M AUM 17.3% 1-Year Est. Return

WIC

Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

LWM

LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return

RMF

Red Mountain Financial Fort Collins, Colorado $119M AUM 21.12% 1-Year Est. Return

Hamel Associates's SCHY Position: Q2 2026 in Review

Hamel Associates reduced its Schwab International Dividend Equity ETF (SCHY) stake by 1.5% in Q2 2026, selling an estimated $394K and leaving 808,765 shares worth $25.7M. The position accounts for 7.08% of the portfolio, ranked #1.

Hamel Associates first reported a position in SCHY in Q3 2023 and has held it in 12 quarters since. The position peaked at $26M in Q1 2026. 93 funds tracked by Wall St. Rank hold SCHY as of Q2 2026.

Hamel Associates held 808,765 shares of Schwab International Dividend Equity ETF worth $25.7M as of Q2 2026.
Hamel Associates sold 12,203 Schwab International Dividend Equity ETF shares in Q2 2026, an estimated $394K.
Schwab International Dividend Equity ETF made up 7.08% of Hamel Associates's portfolio in Q2 2026, its #1 holding.
Hamel Associates first reported a position in Schwab International Dividend Equity ETF in Q3 2023 and has held it in 12 quarters since.
Hamel Associates's Schwab International Dividend Equity ETF position peaked at $26M in Q1 2026.
93 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q2 2026.

Based on Hamel Associates's 13F filing for Q2 2026, filed 27 Jul 2026.