Mutual Advisors’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Mutual Advisors’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	$4.65M	Sell	146,456 -5,699	-4%	-$184K	0.09%	228
2026 Q1	$4.82M	Buy	152,155 +2,820	+2%	+$89.5K	0.1%	196
2025 Q4	$4.45M	Sell	149,335 -9,252	-6%	-$267K	0.1%	206
2025 Q3	$4.52M	Sell	158,587 -2,384	-1%	-$66.3K	0.1%	200
2025 Q2	$4.44M	Buy	160,971 +7,548	+5%	+$199K	0.11%	188
2025 Q1	$3.99M	Buy	153,423 +116,726	+318%	+$2.85M	0.11%	180
2024 Q4	$855K	Sell	36,697 -12,110	-25%	-$297K	0.02%	531
2024 Q3	$1.22M	Sell	48,807 -7,283	-13%	-$184K	0.04%	420
2024 Q2	$1.39M	Sell	56,090 -8,413	-13%	-$203K	0.04%	367
2024 Q1	$1.56M	Buy	64,503 +4,960	+8%	+$121K	0.05%	335
2023 Q4	$1.46M	Sell	59,543 -13,656	-19%	-$319K	0.05%	345
2023 Q3	$1.68M	Sell	73,199 -13,598	-16%	-$323K	0.07%	290
2023 Q2	$2.08M	Buy	86,797 +9,793	+13%	+$236K	0.08%	248
2023 Q1	$1.82M	Buy	77,004 +11,500	+18%	+$268K	0.07%	267
2022 Q4	$1.47M	Buy	+65,504	New	+$1.43M	0.07%	308

Other funds holding SCHY

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Hamel Associates Chatham, New Jersey $363M AUM 24.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return

SAM

Summit Asset Management Memphis, Tennessee $780M AUM 16.8% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TIC

TriCert Investment Counsel Waterloo $1.07B AUM

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Mutual Advisors's SCHY Position: Q2 2026 in Review

Mutual Advisors reduced its Schwab International Dividend Equity ETF (SCHY) stake by 3.7% in Q2 2026, selling an estimated $184K and leaving 146,456 shares worth $4.65M. The position accounts for 0.09% of the portfolio, ranked #228.

Mutual Advisors first reported a position in SCHY in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.82M in Q1 2026. 219 funds tracked by Wall St. Rank hold SCHY as of Q2 2026.

Mutual Advisors held 146,456 shares of Schwab International Dividend Equity ETF worth $4.65M as of Q2 2026.
Mutual Advisors sold 5,699 Schwab International Dividend Equity ETF shares in Q2 2026, an estimated $184K.
Schwab International Dividend Equity ETF made up 0.09% of Mutual Advisors's portfolio in Q2 2026, its #228 holding.
Mutual Advisors first reported a position in Schwab International Dividend Equity ETF in Q4 2022 and has held it in 15 quarters since.
Mutual Advisors's Schwab International Dividend Equity ETF position peaked at $4.82M in Q1 2026.
219 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.