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

LeConte 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
Q1 		$5.44M Sell
171,835
-35,161
-17% -$1.12M 3.52% 6
2025
Q4 		$6.17M Sell
206,996
-27,289
-12% -$788K 4.03% 6
2025
Q3 		$6.55M Sell
234,285
-60,317
-20% -$1.68M 4.37% 6
2025
Q2 		$8.06M Sell
294,602
-117,991
-29% -$3.11M 5.45% 6
2025
Q1 		$10.5M Buy
+412,593
New +$10.1M 6.67% 6

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 $363M AUM 24.39% 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
IF
IRON Financial Northbrook, Illinois $242M AUM 17.3% 1-Year Est. Return

LeConte Wealth Management's SCHY Position: Q1 2026 in Review

LeConte Wealth Management reduced its Schwab International Dividend Equity ETF (SCHY) stake by 17% in Q1 2026, selling an estimated $1.12M and leaving 171,835 shares worth $5.44M. The position accounts for 3.52% of the portfolio, ranked #6.

LeConte Wealth Management first reported a position in SCHY in Q1 2025 and has held it in 5 quarters since. The position peaked at $10.5M in Q1 2025. 194 funds tracked by Wall St. Rank hold SCHY as of Q1 2026.

  • LeConte Wealth Management held 171,835 shares of Schwab International Dividend Equity ETF worth $5.44M as of Q1 2026.
  • LeConte Wealth Management sold 35,161 Schwab International Dividend Equity ETF shares in Q1 2026, an estimated $1.12M.
  • Schwab International Dividend Equity ETF made up 3.52% of LeConte Wealth Management's portfolio in Q1 2026, its #6 holding.
  • LeConte Wealth Management first reported a position in Schwab International Dividend Equity ETF in Q1 2025 and has held it in 5 quarters since.
  • LeConte Wealth Management's Schwab International Dividend Equity ETF position peaked at $10.5M in Q1 2025.
  • 194 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q1 2026.

Based on LeConte Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.