Keystone Financial Group (Georgia)’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Keystone Financial Group (Georgia)’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	$428K	Sell	13,479 -5,964	-31%	-$192K	0.22%	36
2026 Q1	$616K	Sell	19,443 -1,538	-7%	-$48.8K	0.32%	32
2025 Q4	$626K	Buy	20,981 +80	+0.4%	+$2.31K	0.33%	35
2025 Q3	$584K	Sell	20,901 -893	-4%	-$24.8K	0.33%	36
2025 Q2	$593K	Sell	21,794 -8,302	-28%	-$219K	0.38%	32
2025 Q1	$803K	Sell	30,096 -11,005	-27%	-$268K	0.57%	29
2024 Q4	$950K	Buy	+41,101	New	+$1.01M	0.77%	22

Other funds holding SCHY

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

IRON Financial Northbrook, Illinois $242M AUM 17.3% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

LWM

LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return

RMF

Red Mountain Financial Fort Collins, Colorado $119M AUM 21.12% 1-Year Est. Return

CWA

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

OFS

Opus Financial Solutions Downers Grove, Illinois $124M AUM

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Keystone Financial Group (Georgia)'s SCHY Position: Q2 2026 in Review

Keystone Financial Group (Georgia) reduced its Schwab International Dividend Equity ETF (SCHY) stake by 31% in Q2 2026, selling an estimated $192K and leaving 13,479 shares worth $428K. The position accounts for 0.22% of the portfolio, ranked #36.

Keystone Financial Group (Georgia) first reported a position in SCHY in Q4 2024 and has held it in 7 quarters since. The position peaked at $950K in Q4 2024. 62 funds tracked by Wall St. Rank hold SCHY as of Q2 2026.

Keystone Financial Group (Georgia) held 13,479 shares of Schwab International Dividend Equity ETF worth $428K as of Q2 2026.
Keystone Financial Group (Georgia) sold 5,964 Schwab International Dividend Equity ETF shares in Q2 2026, an estimated $192K.
Schwab International Dividend Equity ETF made up 0.22% of Keystone Financial Group (Georgia)'s portfolio in Q2 2026, its #36 holding.
Keystone Financial Group (Georgia) first reported a position in Schwab International Dividend Equity ETF in Q4 2024 and has held it in 7 quarters since.
Keystone Financial Group (Georgia)'s Schwab International Dividend Equity ETF position peaked at $950K in Q4 2024.
62 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q2 2026.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.