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North Star Investment Management’s Schwab International Dividend Equity ETF SCHY Stock Holding History

North Star Investment 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 		$276K Buy
8,730
+3,814
+78% +$121K 0.02% 453
2025
Q4 		$147K Buy
4,916
+53
+1% +$1.53K 0.01% 492
2025
Q3 		$136K Buy
+4,863
New +$135K 0.01% 487

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 $363M AUM 24.39% 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
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
IF
IRON Financial Northbrook, Illinois $242M AUM 17.3% 1-Year Est. Return

North Star Investment Management's SCHY Position: Q1 2026 in Review

North Star Investment Management increased its Schwab International Dividend Equity ETF (SCHY) stake by 78% in Q1 2026, buying an estimated $121K and bringing the position to 8,730 shares worth $276K. The position accounts for 0.02% of the portfolio, ranked #453.

North Star Investment Management first reported a position in SCHY in Q3 2025 and has held it in 3 quarters since. 194 funds tracked by Wall St. Rank hold SCHY as of Q1 2026.

  • North Star Investment Management held 8,730 shares of Schwab International Dividend Equity ETF worth $276K as of Q1 2026.
  • North Star Investment Management bought 3,814 Schwab International Dividend Equity ETF shares in Q1 2026, an estimated $121K.
  • Schwab International Dividend Equity ETF made up 0.02% of North Star Investment Management's portfolio in Q1 2026, its #453 holding.
  • North Star Investment Management first reported a position in Schwab International Dividend Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • 194 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.