LWM
SCHY icon

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
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

CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
HA
Hamel Associates Chatham, New Jersey $363M AUM 24.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
SAM
Summit Asset Management Memphis, Tennessee $780M AUM 16.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TIC
TriCert Investment Counsel Waterloo $1.07B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

LeConte Wealth Management's SCHY Position: Q2 2026 in Review

LeConte Wealth Management reduced its Schwab International Dividend Equity ETF (SCHY) stake by 6.8% in Q2 2026, selling an estimated $376K and leaving 160,178 shares worth $5.08M. The position accounts for 2.77% of the portfolio, ranked #8.

LeConte Wealth Management first reported a position in SCHY in Q1 2025 and has held it in 6 quarters since. The position peaked at $10.5M in Q1 2025. 218 funds tracked by Wall St. Rank hold SCHY as of Q2 2026.

  • LeConte Wealth Management held 160,178 shares of Schwab International Dividend Equity ETF worth $5.08M as of Q2 2026.
  • LeConte Wealth Management sold 11,657 Schwab International Dividend Equity ETF shares in Q2 2026, an estimated $376K.
  • Schwab International Dividend Equity ETF made up 2.77% of LeConte Wealth Management's portfolio in Q2 2026, its #8 holding.
  • LeConte Wealth Management first reported a position in Schwab International Dividend Equity ETF in Q1 2025 and has held it in 6 quarters since.
  • LeConte Wealth Management's Schwab International Dividend Equity ETF position peaked at $10.5M in Q1 2025.
  • 218 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q2 2026.

Based on LeConte Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.