Independent Financial Group’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Independent Financial Group’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	$955K	Sell	30,094 -24,454	-45%	-$789K	0.02%	713
2026 Q1	$1.73M	Buy	54,548 +36,697	+206%	+$1.16M	0.04%	433
2025 Q4	$532K	Buy	+17,851	New	+$516K	0.01%	872

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

Independent Financial Group's SCHY Position: Q2 2026 in Review

Independent Financial Group reduced its Schwab International Dividend Equity ETF (SCHY) stake by 45% in Q2 2026, selling an estimated $789K and leaving 30,094 shares worth $955K. The position accounts for 0.02% of the portfolio, ranked #713.

Independent Financial Group first reported a position in SCHY in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.73M in Q1 2026. 217 funds tracked by Wall St. Rank hold SCHY as of Q2 2026.

Independent Financial Group held 30,094 shares of Schwab International Dividend Equity ETF worth $955K as of Q2 2026.
Independent Financial Group sold 24,454 Schwab International Dividend Equity ETF shares in Q2 2026, an estimated $789K.
Schwab International Dividend Equity ETF made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #713 holding.
Independent Financial Group first reported a position in Schwab International Dividend Equity ETF in Q4 2025 and has held it in 3 quarters since.
Independent Financial Group's Schwab International Dividend Equity ETF position peaked at $1.73M in Q1 2026.
217 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.