Orgel Wealth Management’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Orgel Wealth 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 Q2	$855K	Buy	26,943 +11,992	+80%	+$387K	0.02%	67
2026 Q1	$473K	Buy	14,951 +6,145	+70%	+$195K	0.01%	67
2025 Q4	$263K	Buy	8,806 +1,185	+16%	+$34.2K	0.01%	85
2025 Q3	$213K	Buy	+7,621	New	+$212K	﹤0.01%	87

Other funds holding SCHY

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

LWM

LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return

RMF

Red Mountain Financial Fort Collins, Colorado $119M AUM 21.12% 1-Year Est. Return

CWA

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

Orgel Wealth Management's SCHY Position: Q2 2026 in Review

Orgel Wealth Management increased its Schwab International Dividend Equity ETF (SCHY) stake by 80% in Q2 2026, buying an estimated $387K and bringing the position to 26,943 shares worth $855K. The position accounts for 0.02% of the portfolio, ranked #67.

Orgel Wealth Management first reported a position in SCHY in Q3 2025 and has held it in 4 quarters since. 36 funds tracked by Wall St. Rank hold SCHY as of Q2 2026.

Orgel Wealth Management held 26,943 shares of Schwab International Dividend Equity ETF worth $855K as of Q2 2026.
Orgel Wealth Management bought 11,992 Schwab International Dividend Equity ETF shares in Q2 2026, an estimated $387K.
Schwab International Dividend Equity ETF made up 0.02% of Orgel Wealth Management's portfolio in Q2 2026, its #67 holding.
Orgel Wealth Management first reported a position in Schwab International Dividend Equity ETF in Q3 2025 and has held it in 4 quarters since.
36 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q2 2026.

Based on Orgel Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.