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Martin Worley Group’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Martin Worley Group’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
2025
Q2 		$4.97M Buy
181,686
+11,211
+7% +$296K 2.43% 11
2025
Q1 		$4.33M Buy
170,475
+1,568
+0.9% +$38.2K 2.47% 10
2024
Q4 		$3.91M Buy
+168,907
New +$4.14M 2.44% 9

Other funds holding SCHY

CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
SAM
Summit Asset Management Memphis, Tennessee $780M AUM 16.8% 1-Year Est. Return
HA
Hamel Associates Chatham, New Jersey $363M AUM 24.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LWM
LeConte Wealth Management Maryville, Tennessee $184M AUM 29.46% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
IF
IRON Financial Northbrook, Illinois $242M AUM 17.3% 1-Year Est. Return

Martin Worley Group's SCHY Position: Q2 2025 in Review

Martin Worley Group increased its Schwab International Dividend Equity ETF (SCHY) stake by 6.6% in Q2 2025, buying an estimated $296K and bringing the position to 181,686 shares worth $4.97M. The position accounts for 2.43% of the portfolio, ranked #11.

Martin Worley Group first reported a position in SCHY in Q4 2024 and has held it in 3 quarters since. 131 funds tracked by Wall St. Rank hold SCHY as of Q2 2025.

  • Martin Worley Group held 181,686 shares of Schwab International Dividend Equity ETF worth $4.97M as of Q2 2025.
  • Martin Worley Group bought 11,211 Schwab International Dividend Equity ETF shares in Q2 2025, an estimated $296K.
  • Schwab International Dividend Equity ETF made up 2.43% of Martin Worley Group's portfolio in Q2 2025, its #11 holding.
  • Martin Worley Group first reported a position in Schwab International Dividend Equity ETF in Q4 2024 and has held it in 3 quarters since.
  • 131 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q2 2025.

Based on Martin Worley Group's 13F filing for Q2 2025, filed 12 Aug 2025.