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 $27.6B AUM 31.92% 1-Year Est. Return

Hamel Associates Chatham, New Jersey $363M AUM 24.39% 1-Year Est. Return

SAM

Summit Asset Management Memphis, Tennessee $780M AUM 16.8% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

MWM

Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 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. 171 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.
171 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.