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Institute for Wealth Management’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Institute for Wealth Management’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 		$13.5K Buy
+424
New +$13.7K ﹤0.01% 1248

Other funds holding SCHY

HA
Hamel Associates Chatham, New Jersey $363M AUM 24.39% 1-Year Est. Return
SAM
Summit Asset Management Memphis, Tennessee $780M AUM 16.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TICI
TriCert Investment Counsel Inc. Waterloo $1.07B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
IF
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

Institute for Wealth Management's SCHY Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Schwab International Dividend Equity ETF (SCHY) in Q2 2026: 424 shares worth $13.5K. The stake represents ﹤0.01% of the portfolio and ranks #1248 among its holdings.

133 funds tracked by Wall St. Rank hold SCHY as of Q2 2026.

  • Institute for Wealth Management held 424 shares of Schwab International Dividend Equity ETF worth $13.5K as of Q2 2026.
  • Schwab International Dividend Equity ETF was a new Institute for Wealth Management position in Q2 2026.
  • Schwab International Dividend Equity ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1248 holding.
  • 133 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.