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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
Q2 		$19.1M Buy
601,864
+266,735
+80% +$8.61M 0.23% 114
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 $27.6B AUM 31.92% 1-Year Est. Return
HA
Hamel Associates Chatham, New Jersey $363M AUM 24.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SAM
Summit Asset Management Memphis, Tennessee $780M AUM 16.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TIC
TriCert Investment Counsel Waterloo $1.07B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Modern Wealth Management increased its Schwab International Dividend Equity ETF (SCHY) stake by 80% in Q2 2026, buying an estimated $8.61M and bringing the position to 601,864 shares worth $19.1M. The position accounts for 0.23% of the portfolio, ranked #114.

Modern Wealth Management first reported a position in SCHY in Q3 2024 and has held it in 8 quarters since. 217 funds tracked by Wall St. Rank hold SCHY as of Q2 2026.

  • Modern Wealth Management held 601,864 shares of Schwab International Dividend Equity ETF worth $19.1M as of Q2 2026.
  • Modern Wealth Management bought 266,735 Schwab International Dividend Equity ETF shares in Q2 2026, an estimated $8.61M.
  • Schwab International Dividend Equity ETF made up 0.23% of Modern Wealth Management's portfolio in Q2 2026, its #114 holding.
  • Modern Wealth Management first reported a position in Schwab International Dividend Equity ETF in Q3 2024 and has held it in 8 quarters since.
  • 217 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.