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

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

SAM

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

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

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

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. 195 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.
195 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.