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Optima Capital’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Optima Capital’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 		– Sell
-1,020
Closed -$30.4K – 1080
2025
Q4 		$30.4K Buy
+1,020
New +$29.5K 0.01% 372

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

Optima Capital's SCHY Position: Q1 2026 in Review

Optima Capital sold out of Schwab International Dividend Equity ETF (SCHY) in Q1 2026, closing a stake of 1,020 shares — an estimated $30.4K sold.

Optima Capital first reported a position in SCHY in Q4 2025 and held it in 1 quarter. The position peaked at $30.4K in Q4 2025. 194 funds tracked by Wall St. Rank hold SCHY as of Q1 2026.

  • Optima Capital reported no remaining Schwab International Dividend Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 1,020 Schwab International Dividend Equity ETF shares in Q1 2026, an estimated $30.4K.
  • Optima Capital first reported a position in Schwab International Dividend Equity ETF in Q4 2025 and held it in 1 quarter.
  • Optima Capital's Schwab International Dividend Equity ETF position peaked at $30.4K in Q4 2025.
  • 194 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.