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

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Summit Asset Management Memphis, Tennessee $719M AUM 13.76% 1-Year Est. Return

Hamel Associates Chatham, New Jersey $351M AUM 23.28% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LeConte Wealth Management Maryville, Tennessee $155M AUM 18.37% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

IRON Financial Northbrook, Illinois $229M AUM 13.96% 1-Year Est. Return