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 Q3	$4.41M	Sell	140,443 -19,735	-12%	-$647K	2.36%	9
2026 Q2	$5.08M	Sell	160,178 -11,657	-7%	-$376K	2.77%	8
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

Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

IRON Financial Northbrook, Illinois $241M AUM 15.6% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

LongView Wealth Management Atlanta, Georgia $415M AUM 12.41% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

GJL

Greg Jennings, LLC Dewitt, New York $142M AUM

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

Carolina Wealth Advisors Myrtle Beach, South Carolina $263M AUM 16.19% 1-Year Est. Return

Noble Family Wealth Clearwater, Florida $556M AUM 15.49% 1-Year Est. Return

LeConte Wealth Management's SCHY Position: Q3 2026 in Review

LeConte Wealth Management reduced its Schwab International Dividend Equity ETF (SCHY) stake by 12% in Q3 2026, selling an estimated $647K and leaving 140,443 shares worth $4.41M. The position accounts for 2.36% of the portfolio, ranked #9.

LeConte Wealth Management first reported a position in SCHY in Q1 2025 and has held it in 7 quarters since. The position peaked at $10.5M in Q1 2025. 68 funds tracked by Wall St. Rank hold SCHY as of Q3 2026.

LeConte Wealth Management held 140,443 shares of Schwab International Dividend Equity ETF worth $4.41M as of Q3 2026.
LeConte Wealth Management sold 19,735 Schwab International Dividend Equity ETF shares in Q3 2026, an estimated $647K.
Schwab International Dividend Equity ETF made up 2.36% of LeConte Wealth Management's portfolio in Q3 2026, its #9 holding.
LeConte Wealth Management first reported a position in Schwab International Dividend Equity ETF in Q1 2025 and has held it in 7 quarters since.
LeConte Wealth Management's Schwab International Dividend Equity ETF position peaked at $10.5M in Q1 2025.
68 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q3 2026.

Based on LeConte Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.