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OMC Financial Services’s Schwab International Dividend Equity ETF SCHY Stock Holding History

OMC Financial Services’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 		$5.27M Buy
166,350
+7,372
+5% +$234K 2.04% 13
2025
Q4 		$4.74M Buy
158,978
+540
+0.3% +$15.6K 1.77% 15
2025
Q3 		$4.43M Buy
158,438
+65,033
+70% +$1.81M 1.64% 17
2025
Q2 		$2.55M Buy
+93,405
New +$2.47M 1.04% 25

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
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
IF
IRON Financial Northbrook, Illinois $229M AUM 13.96% 1-Year Est. Return

OMC Financial Services's SCHY Position: Q1 2026 in Review

OMC Financial Services increased its Schwab International Dividend Equity ETF (SCHY) stake by 4.6% in Q1 2026, buying an estimated $234K and bringing the position to 166,350 shares worth $5.27M. The position accounts for 2.04% of the portfolio, ranked #13.

OMC Financial Services first reported a position in SCHY in Q2 2025 and has held it in 4 quarters since. 194 funds tracked by Wall St. Rank hold SCHY as of Q1 2026.

  • OMC Financial Services held 166,350 shares of Schwab International Dividend Equity ETF worth $5.27M as of Q1 2026.
  • OMC Financial Services bought 7,372 Schwab International Dividend Equity ETF shares in Q1 2026, an estimated $234K.
  • Schwab International Dividend Equity ETF made up 2.04% of OMC Financial Services's portfolio in Q1 2026, its #13 holding.
  • OMC Financial Services first reported a position in Schwab International Dividend Equity ETF in Q2 2025 and has held it in 4 quarters since.
  • 194 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q1 2026.

Based on OMC Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.