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LGT Financial Advisors’s Schwab International Dividend Equity ETF SCHY Stock Holding History

LGT Financial Advisors’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 		$186K Hold
5,876
– – 0.99% 14
2026
Q1 		$186K Sell
5,876
-447
-7% -$14.2K 0.95% 13
2025
Q4 		$189K Sell
6,323
-10
-0.2% -$289 1.15% 14
2025
Q3 		$177K Buy
+6,333
New +$176K 0.38% 51
2025
Q1 		– Sell
-1,607
Closed -$37.2K – 648
2024
Q4 		$37.2K Buy
+1,607
New +$39.4K 0.08% 191

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

LGT Financial Advisors's SCHY Position: Q2 2026 in Review

LGT Financial Advisors held its Schwab International Dividend Equity ETF (SCHY) position steady in Q2 2026 at 5,876 shares worth $186K. The position accounts for 0.99% of the portfolio, ranked #14.

LGT Financial Advisors first reported a position in SCHY in Q4 2024 and has held it in 5 quarters since. The position peaked at $189K in Q4 2025. 218 funds tracked by Wall St. Rank hold SCHY as of Q2 2026.

  • LGT Financial Advisors held 5,876 shares of Schwab International Dividend Equity ETF worth $186K as of Q2 2026.
  • LGT Financial Advisors left its Schwab International Dividend Equity ETF share count unchanged in Q2 2026.
  • Schwab International Dividend Equity ETF made up 0.99% of LGT Financial Advisors's portfolio in Q2 2026, its #14 holding.
  • LGT Financial Advisors first reported a position in Schwab International Dividend Equity ETF in Q4 2024 and has held it in 5 quarters since.
  • LGT Financial Advisors's Schwab International Dividend Equity ETF position peaked at $189K in Q4 2025.
  • 218 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.