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 Q2	$4.86M	Buy	153,104 +11,212	+8%	+$362K	4.08%	4
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

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

Red Mountain Financial's SCHY Position: Q2 2026 in Review

Red Mountain Financial increased its Schwab International Dividend Equity ETF (SCHY) stake by 7.9% in Q2 2026, buying an estimated $362K and bringing the position to 153,104 shares worth $4.86M. The position accounts for 4.08% of the portfolio, ranked #4.

Red Mountain Financial first reported a position in SCHY in Q4 2023 and has held it in 10 quarters since. 217 funds tracked by Wall St. Rank hold SCHY as of Q2 2026.

Red Mountain Financial held 153,104 shares of Schwab International Dividend Equity ETF worth $4.86M as of Q2 2026.
Red Mountain Financial bought 11,212 Schwab International Dividend Equity ETF shares in Q2 2026, an estimated $362K.
Schwab International Dividend Equity ETF made up 4.08% of Red Mountain Financial's portfolio in Q2 2026, its #4 holding.
Red Mountain Financial first reported a position in Schwab International Dividend Equity ETF in Q4 2023 and has held it in 10 quarters since.
217 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q2 2026.

Based on Red Mountain Financial's 13F filing for Q2 2026, filed 21 Jul 2026.