M3 Wealth Management’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.6M Buy
50,277
+37,903
+306% +$1.22M 1.04% 34
2026
Q1
$392K Buy
+12,374
New +$393K 0.3% 34

Other funds holding SCHY

M3 Wealth Management's SCHY Position: Q2 2026 in Review

M3 Wealth Management increased its Schwab International Dividend Equity ETF (SCHY) stake by 306% in Q2 2026, buying an estimated $1.22M and bringing the position to 50,277 shares worth $1.6M. The position accounts for 1.04% of the portfolio, ranked #34.

M3 Wealth Management first reported a position in SCHY in Q1 2026 and has held it in 2 quarters since. 217 funds tracked by Wall St. Rank hold SCHY as of Q2 2026.

  • M3 Wealth Management held 50,277 shares of Schwab International Dividend Equity ETF worth $1.6M as of Q2 2026.
  • M3 Wealth Management bought 37,903 Schwab International Dividend Equity ETF shares in Q2 2026, an estimated $1.22M.
  • Schwab International Dividend Equity ETF made up 1.04% of M3 Wealth Management's portfolio in Q2 2026, its #34 holding.
  • M3 Wealth Management first reported a position in Schwab International Dividend Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • 217 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q2 2026.

Based on M3 Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.