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Opus Financial Solutions’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Opus Financial Solutions’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
Q2 		$3.92M Sell
123,467
-5,947
-5% -$192K 3.16% 8
2026
Q1 		$4.1M Sell
129,414
-6,074
-4% -$193K 3.86% 5
2025
Q4 		$4.04M Buy
+135,488
New +$3.91M 3.81% 5

Other funds holding SCHY

CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
HA
Hamel Associates Chatham, New Jersey $363M AUM 24.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
SAM
Summit Asset Management Memphis, Tennessee $780M AUM 16.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TIC
TriCert Investment Counsel Waterloo $1.07B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Opus Financial Solutions's SCHY Position: Q2 2026 in Review

Opus Financial Solutions reduced its Schwab International Dividend Equity ETF (SCHY) stake by 4.6% in Q2 2026, selling an estimated $192K and leaving 123,467 shares worth $3.92M. The position accounts for 3.16% of the portfolio, ranked #8.

Opus Financial Solutions first reported a position in SCHY in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.1M in Q1 2026. 217 funds tracked by Wall St. Rank hold SCHY as of Q2 2026.

  • Opus Financial Solutions held 123,467 shares of Schwab International Dividend Equity ETF worth $3.92M as of Q2 2026.
  • Opus Financial Solutions sold 5,947 Schwab International Dividend Equity ETF shares in Q2 2026, an estimated $192K.
  • Schwab International Dividend Equity ETF made up 3.16% of Opus Financial Solutions's portfolio in Q2 2026, its #8 holding.
  • Opus Financial Solutions first reported a position in Schwab International Dividend Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • Opus Financial Solutions's Schwab International Dividend Equity ETF position peaked at $4.1M in Q1 2026.
  • 217 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q2 2026.

Based on Opus Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.