IF
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IRON Financial’s Schwab International Dividend Equity ETF SCHY Stock Holding History

IRON Financial’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
Q1 		$9.82M Buy
310,328
+24,952
+9% +$792K 4.29% 6
2025
Q4 		$8.51M Buy
285,376
+4,187
+1% +$121K 3.91% 8
2025
Q3 		$7.86M Buy
281,189
+34,919
+14% +$971K 3.76% 8
2025
Q2 		$6.74M Buy
246,270
+7,360
+3% +$194K 3.49% 8
2025
Q1 		$6.06M Buy
238,910
+27,193
+13% +$663K 3.4% 10
2024
Q4 		$4.89M Buy
211,717
+38,196
+22% +$936K 2.75% 10
2024
Q3 		$4.54M Buy
173,521
+51,425
+42% +$1.3M 2.47% 11
2024
Q2 		$2.88M Buy
122,096
+7,589
+7% +$183K 1.61% 17
2024
Q1 		$2.78M Buy
114,507
+16,960
+17% +$412K 1.55% 17
2023
Q4 		$2.4M Buy
+97,547
New +$2.28M 1.36% 17

Other funds holding SCHY

CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
HA
Hamel Associates Chatham, New Jersey $351M AUM 23.28% 1-Year Est. Return
SAM
Summit Asset Management Memphis, Tennessee $719M AUM 13.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.62B AUM 18.92% 1-Year Est. Return

IRON Financial's SCHY Position: Q1 2026 in Review

IRON Financial increased its Schwab International Dividend Equity ETF (SCHY) stake by 8.7% in Q1 2026, buying an estimated $792K and bringing the position to 310,328 shares worth $9.82M. The position accounts for 4.29% of the portfolio, ranked #6.

IRON Financial first reported a position in SCHY in Q4 2023 and has held it in 10 quarters since. 194 funds tracked by Wall St. Rank hold SCHY as of Q1 2026.

  • IRON Financial held 310,328 shares of Schwab International Dividend Equity ETF worth $9.82M as of Q1 2026.
  • IRON Financial bought 24,952 Schwab International Dividend Equity ETF shares in Q1 2026, an estimated $792K.
  • Schwab International Dividend Equity ETF made up 4.29% of IRON Financial's portfolio in Q1 2026, its #6 holding.
  • IRON Financial first reported a position in Schwab International Dividend Equity ETF in Q4 2023 and has held it in 10 quarters since.
  • 194 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q1 2026.

Based on IRON Financial's 13F filing for Q1 2026, filed 27 Apr 2026.