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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
Q3 		$934K Sell
29,742
-352
-1% -$11.5K 0.02% 713
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

FA
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
MCM
Mengis Capital Management Portland, Oregon $673M AUM 34.75% 1-Year Est. Return
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Independent Financial Group's SCHY Position: Q3 2026 in Review

Independent Financial Group reduced its Schwab International Dividend Equity ETF (SCHY) stake by 1.2% in Q3 2026, selling an estimated $11.5K and leaving 29,742 shares worth $934K. 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 4 quarters since. The position peaked at $1.73M in Q1 2026. 15 funds tracked by Wall St. Rank hold SCHY as of Q3 2026.

  • Independent Financial Group held 29,742 shares of Schwab International Dividend Equity ETF worth $934K as of Q3 2026.
  • Independent Financial Group sold 352 Schwab International Dividend Equity ETF shares in Q3 2026, an estimated $11.5K.
  • Schwab International Dividend Equity ETF made up 0.02% of Independent Financial Group's portfolio in Q3 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 4 quarters since.
  • Independent Financial Group's Schwab International Dividend Equity ETF position peaked at $1.73M in Q1 2026.
  • 15 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.