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

LongView 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	$7.31M	Buy	232,683 +25,371	+12%	+$832K	1.76%	15
2026 Q2	$6.58M	Buy	207,312 +7,934	+4%	+$256K	1.69%	14
2026 Q1	$6.55M	Buy	199,378 +18,617	+10%	+$591K	1.65%	14
2025 Q4	$5.46M	Sell	180,761 -5,891	-3%	-$170K	1.32%	17
2025 Q3	$5.22M	Buy	186,652 +20,029	+12%	+$557K	1.41%	17
2025 Q2	$4.56M	Buy	166,623 +9,830	+6%	+$259K	1.38%	17
2025 Q1	$3.98M	Buy	156,793 +4,860	+3%	+$118K	1.19%	23
2024 Q4	$3.51M	Buy	151,933 +12,599	+9%	+$309K	1.07%	23
2024 Q3	$3.65M	Buy	139,334 +28,624	+26%	+$721K	1.16%	23
2024 Q2	$2.61M	Buy	110,710 +20,049	+22%	+$483K	0.96%	27
2024 Q1	$2.2M	Buy	90,661 +26,323	+41%	+$640K	0.87%	30
2023 Q4	$1.57M	Buy	+64,338	New	+$1.5M	0.7%	38

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

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

LeConte Wealth Management Maryville, Tennessee $187M AUM 23.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

LongView Wealth Management increased its Schwab International Dividend Equity ETF (SCHY) stake by 12% in Q3 2026, buying an estimated $832K and bringing the position to 232,683 shares worth $7.31M. The position accounts for 1.76% of the portfolio, ranked #15.

LongView Wealth Management first reported a position in SCHY in Q4 2023 and has held it in 12 quarters since. 64 funds tracked by Wall St. Rank hold SCHY as of Q3 2026.

LongView Wealth Management held 232,683 shares of Schwab International Dividend Equity ETF worth $7.31M as of Q3 2026.
LongView Wealth Management bought 25,371 Schwab International Dividend Equity ETF shares in Q3 2026, an estimated $832K.
Schwab International Dividend Equity ETF made up 1.76% of LongView Wealth Management's portfolio in Q3 2026, its #15 holding.
LongView Wealth Management first reported a position in Schwab International Dividend Equity ETF in Q4 2023 and has held it in 12 quarters since.
64 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.