MWM
SCHY icon

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

Modern 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
Q1 		$10.6M Buy
335,129
+11,496
+4% +$365K 0.18% 130
2025
Q4 		$9.65M Buy
323,633
+89,791
+38% +$2.59M 0.18% 132
2025
Q3 		$6.53M Buy
233,842
+88,656
+61% +$2.46M 0.13% 163
2025
Q2 		$3.97M Sell
145,186
-2,449
-2% -$64.6K 0.1% 186
2025
Q1 		$3.75M Buy
147,635
+8,580
+6% +$209K 0.12% 149
2024
Q4 		$3.21M Buy
139,055
+7,166
+5% +$176K 0.12% 146
2024
Q3 		$3.45M Buy
+131,889
New +$3.32M 0.21% 81

Other funds holding SCHY

CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
HA
Hamel Associates Chatham, New Jersey $351M AUM 23.28% 1-Year Est. Return
SAM
Summit Asset Management Memphis, Tennessee $719M AUM 13.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IF
IRON Financial Northbrook, Illinois $229M AUM 13.96% 1-Year Est. Return
WIC
Woodmont Investment Counsel Nashville, Tennessee $1.62B AUM 18.92% 1-Year Est. Return

Modern Wealth Management's SCHY Position: Q1 2026 in Review

Modern Wealth Management increased its Schwab International Dividend Equity ETF (SCHY) stake by 3.6% in Q1 2026, buying an estimated $365K and bringing the position to 335,129 shares worth $10.6M. The position accounts for 0.18% of the portfolio, ranked #130.

Modern Wealth Management first reported a position in SCHY in Q3 2024 and has held it in 7 quarters since. 194 funds tracked by Wall St. Rank hold SCHY as of Q1 2026.

  • Modern Wealth Management held 335,129 shares of Schwab International Dividend Equity ETF worth $10.6M as of Q1 2026.
  • Modern Wealth Management bought 11,496 Schwab International Dividend Equity ETF shares in Q1 2026, an estimated $365K.
  • Schwab International Dividend Equity ETF made up 0.18% of Modern Wealth Management's portfolio in Q1 2026, its #130 holding.
  • Modern Wealth Management first reported a position in Schwab International Dividend Equity ETF in Q3 2024 and has held it in 7 quarters since.
  • 194 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.