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

Meridian Financial’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 		$228K Buy
+7,170
New +$231K 0.11% 136
2025
Q4 		– Sell
-7,165
Closed -$200K – 146
2025
Q3 		$200K Buy
+7,165
New +$199K 0.11% 140

Other funds holding SCHY

HA
Hamel Associates Chatham, New Jersey $363M AUM 24.39% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
IF
IRON Financial Northbrook, Illinois $242M AUM 17.3% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
LWM
LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return

Meridian Financial's SCHY Position: Q2 2026 in Review

Meridian Financial opened a new position in Schwab International Dividend Equity ETF (SCHY) in Q2 2026: 7,170 shares worth $228K. The stake represents 0.11% of the portfolio and ranks #136 among its holdings. This is a return to the name: Meridian Financial previously reported a position in SCHY as recently as Q3 2025.

Meridian Financial first reported a position in SCHY in Q3 2025 and has held it in 2 quarters since. 93 funds tracked by Wall St. Rank hold SCHY as of Q2 2026.

  • Meridian Financial held 7,170 shares of Schwab International Dividend Equity ETF worth $228K as of Q2 2026.
  • Schwab International Dividend Equity ETF was a new Meridian Financial position in Q2 2026.
  • Schwab International Dividend Equity ETF made up 0.11% of Meridian Financial's portfolio in Q2 2026, its #136 holding.
  • Meridian Financial first reported a position in Schwab International Dividend Equity ETF in Q3 2025 and has held it in 2 quarters since.
  • 93 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q2 2026.

Based on Meridian Financial's 13F filing for Q2 2026, filed 22 Jul 2026.