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 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 $23.1B AUM 27.04% 1-Year Est. Return

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

SAM

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

MWM

Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

IRON Financial Northbrook, Illinois $242M AUM 17.3% 1-Year Est. Return

Mutual Advisors's SCHY Position: Q1 2026 in Review

Mutual Advisors increased its Schwab International Dividend Equity ETF (SCHY) stake by 1.9% in Q1 2026, buying an estimated $89.5K and bringing the position to 152,155 shares worth $4.82M. The position accounts for 0.1% of the portfolio, ranked #196.

Mutual Advisors first reported a position in SCHY in Q4 2022 and has held it in 14 quarters since. 194 funds tracked by Wall St. Rank hold SCHY as of Q1 2026.

Mutual Advisors held 152,155 shares of Schwab International Dividend Equity ETF worth $4.82M as of Q1 2026.
Mutual Advisors bought 2,820 Schwab International Dividend Equity ETF shares in Q1 2026, an estimated $89.5K.
Schwab International Dividend Equity ETF made up 0.1% of Mutual Advisors's portfolio in Q1 2026, its #196 holding.
Mutual Advisors first reported a position in Schwab International Dividend Equity ETF in Q4 2022 and has held it in 14 quarters since.
194 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.