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Principal Securities’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-970
Closed -$27.1K – 3129
2025
Q3 		$27.1K Hold
970
– – ﹤0.01% 2254
2025
Q2 		$26.5K Hold
970
– – ﹤0.01% 2190
2025
Q1 		$22.4K Hold
970
– – ﹤0.01% 2136
2024
Q4 		$22.4K Sell
970
-8,173
-89% -$200K ﹤0.01% 2132
2024
Q3 		$239K Sell
9,143
-1,280
-12% -$32.3K 0.01% 1027
2024
Q2 		$246K Sell
10,423
-1,748
-14% -$42.1K 0.01% 964
2024
Q1 		$295K Sell
12,171
-660
-5% -$16K 0.01% 866
2023
Q4 		$316K Buy
+12,831
New +$300K 0.01% 775

Other funds holding SCHY

CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
HA
Hamel Associates Chatham, New Jersey $351M AUM 23.28% 1-Year Est. Return
SAM
Summit Asset Management Memphis, Tennessee $719M AUM 13.76% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Principal Securities's SCHY Position: Q4 2025 in Review

Principal Securities sold out of Schwab International Dividend Equity ETF (SCHY) in Q4 2025, closing a stake of 970 shares — an estimated $27.1K sold.

Principal Securities first reported a position in SCHY in Q4 2023 and held it in 8 quarters. The position peaked at $316K in Q4 2023. 170 funds tracked by Wall St. Rank hold SCHY as of Q4 2025.

  • Principal Securities reported no remaining Schwab International Dividend Equity ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 970 Schwab International Dividend Equity ETF shares in Q4 2025, an estimated $27.1K.
  • Principal Securities first reported a position in Schwab International Dividend Equity ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Schwab International Dividend Equity ETF position peaked at $316K in Q4 2023.
  • 170 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.