Heritage Wealth Management (Ohio)’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Heritage Wealth Management (Ohio)’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	$539K	Buy	+17,000	New	+$549K	0.13%	155
2026 Q1	–	Sell	-17,000	Closed	-$507K	–	236
2025 Q4	$507K	Buy	+17,000	New	+$491K	0.14%	153

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

Heritage Wealth Management (Ohio)'s SCHY Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in Schwab International Dividend Equity ETF (SCHY) in Q2 2026: 17,000 shares worth $539K. The stake represents 0.13% of the portfolio and ranks #155 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in SCHY as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in SCHY in Q4 2025 and has held it in 2 quarters since. 217 funds tracked by Wall St. Rank hold SCHY as of Q2 2026.

Heritage Wealth Management (Ohio) held 17,000 shares of Schwab International Dividend Equity ETF worth $539K as of Q2 2026.
Schwab International Dividend Equity ETF was a new Heritage Wealth Management (Ohio) position in Q2 2026.
Schwab International Dividend Equity ETF made up 0.13% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #155 holding.
Heritage Wealth Management (Ohio) first reported a position in Schwab International Dividend Equity ETF in Q4 2025 and has held it in 2 quarters since.
217 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.