Red Mountain Financial’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Red Mountain Financial’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 Q1	$4.49M	Buy	141,892 +7,505	+6%	+$238K	4.23%	4
2025 Q4	$4.01M	Buy	134,387 +2,417	+2%	+$69.8K	3.93%	6
2025 Q3	$3.69M	Buy	131,970 +977	+0.7%	+$27.2K	3.74%	7
2025 Q2	$3.58M	Buy	130,993 +3,886	+3%	+$103K	3.98%	7
2025 Q1	$3.23M	Buy	127,107 +1,542	+1%	+$37.6K	3.93%	7
2024 Q4	$2.9M	Buy	125,565 +9,404	+8%	+$230K	3.12%	10
2024 Q3	$3.04M	Buy	116,161 +6,286	+6%	+$158K	3.23%	10
2024 Q2	$2.59M	Buy	+109,875	New	+$2.64M	3.12%	10
2023 Q4	$2.41M	Buy	+98,056	New	+$2.29M	3.73%	7

Other funds holding SCHY

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Hamel Associates Chatham, New Jersey $351M AUM 23.28% 1-Year Est. Return

Summit Asset Management Memphis, Tennessee $719M AUM 13.76% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Modern Wealth Management Lenexa, Kansas $5.82B AUM 16.73% 1-Year Est. Return

IRON Financial Northbrook, Illinois $229M AUM 13.96% 1-Year Est. Return