Perspective Wealth Advisors’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Perspective Wealth Advisors’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	$1.91M	Buy	60,077 +6,122	+11%	+$198K	1.05%	27
2026 Q1	$1.71M	Buy	53,955 +8,486	+19%	+$269K	1.11%	28
2025 Q4	$1.36M	Buy	+45,469	New	+$1.31M	0.97%	31

Other funds holding SCHY

CAM

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

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

TIC

TriCert Investment Counsel Waterloo $1.07B AUM

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

FTWA

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

Perspective Wealth Advisors's SCHY Position: Q2 2026 in Review

Perspective Wealth Advisors increased its Schwab International Dividend Equity ETF (SCHY) stake by 11% in Q2 2026, buying an estimated $198K and bringing the position to 60,077 shares worth $1.91M. The position accounts for 1.05% of the portfolio, ranked #27.

Perspective Wealth Advisors first reported a position in SCHY in Q4 2025 and has held it in 3 quarters since. 217 funds tracked by Wall St. Rank hold SCHY as of Q2 2026.

Perspective Wealth Advisors held 60,077 shares of Schwab International Dividend Equity ETF worth $1.91M as of Q2 2026.
Perspective Wealth Advisors bought 6,122 Schwab International Dividend Equity ETF shares in Q2 2026, an estimated $198K.
Schwab International Dividend Equity ETF made up 1.05% of Perspective Wealth Advisors's portfolio in Q2 2026, its #27 holding.
Perspective Wealth Advisors first reported a position in Schwab International Dividend Equity ETF in Q4 2025 and has held it in 3 quarters since.
217 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q2 2026.

Based on Perspective Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.