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Planning Strategies’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Planning Strategies’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 		$192K Buy
+6,054
New +$195K 0.12% 68

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 $103B AUM 28.65% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
IF
IRON Financial Northbrook, Illinois $242M AUM 17.3% 1-Year Est. Return

Planning Strategies's SCHY Position: Q2 2026 in Review

Planning Strategies opened a new position in Schwab International Dividend Equity ETF (SCHY) in Q2 2026: 6,054 shares worth $192K. The stake represents 0.12% of the portfolio and ranks #68 among its holdings.

211 funds tracked by Wall St. Rank hold SCHY as of Q2 2026.

  • Planning Strategies held 6,054 shares of Schwab International Dividend Equity ETF worth $192K as of Q2 2026.
  • Schwab International Dividend Equity ETF was a new Planning Strategies position in Q2 2026.
  • Schwab International Dividend Equity ETF made up 0.12% of Planning Strategies's portfolio in Q2 2026, its #68 holding.
  • 211 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.