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International Assets Investment Management’s Schwab International Dividend Equity ETF SCHY Stock Holding History

International Assets Investment 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 		$52.4K Sell
1,667
-68
-4% -$2.19K ﹤0.01% 1296
2026
Q1 		$55.1K Sell
1,735
-67
-4% -$2.13K ﹤0.01% 1193
2025
Q4 		$53.7K Buy
+1,802
New +$52K ﹤0.01% 1185
2024
Q3 		– Sell
-1,840
Closed -$43.4K – 2506
2024
Q2 		$43.4K Buy
+1,840
New +$44.3K ﹤0.01% 1230

Other funds holding SCHY

HA
Hamel Associates Chatham, New Jersey $363M AUM 24.39% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

International Assets Investment Management's SCHY Position: Q2 2026 in Review

International Assets Investment Management reduced its Schwab International Dividend Equity ETF (SCHY) stake by 3.9% in Q2 2026, selling an estimated $2.19K and leaving 1,667 shares worth $52.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1296.

International Assets Investment Management first reported a position in SCHY in Q2 2024 and has held it in 4 quarters since. The position peaked at $55.1K in Q1 2026. 101 funds tracked by Wall St. Rank hold SCHY as of Q2 2026.

  • International Assets Investment Management held 1,667 shares of Schwab International Dividend Equity ETF worth $52.4K as of Q2 2026.
  • International Assets Investment Management sold 68 Schwab International Dividend Equity ETF shares in Q2 2026, an estimated $2.19K.
  • Schwab International Dividend Equity ETF made up ﹤0.01% of International Assets Investment Management's portfolio in Q2 2026, its #1296 holding.
  • International Assets Investment Management first reported a position in Schwab International Dividend Equity ETF in Q2 2024 and has held it in 4 quarters since.
  • International Assets Investment Management's Schwab International Dividend Equity ETF position peaked at $55.1K in Q1 2026.
  • 101 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.