Robertson Stephens Wealth Management’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Robertson Stephens Wealth Management’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	$6.66M	Buy	209,797 +9,673	+5%	+$312K	0.16%	105
2026 Q1	$6.34M	Buy	200,124 +7,527	+4%	+$239K	0.18%	108
2025 Q4	$5.74M	Buy	192,597 +18,982	+11%	+$548K	0.15%	110
2025 Q3	$4.85M	Buy	173,615 +20,656	+14%	+$574K	0.15%	106
2025 Q2	$4.18M	Buy	152,959 +13,959	+10%	+$368K	0.13%	121
2025 Q1	$3.53M	Buy	139,000 +5,525	+4%	+$135K	0.12%	137
2024 Q4	$3.09M	Buy	133,475 +19,778	+17%	+$484K	0.11%	156
2024 Q3	$2.98M	Buy	113,697 +8,614	+8%	+$217K	0.11%	157
2024 Q2	$2.51M	Buy	+105,083	New	+$2.53M	0.13%	131

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

Robertson Stephens Wealth Management's SCHY Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its Schwab International Dividend Equity ETF (SCHY) stake by 4.8% in Q2 2026, buying an estimated $312K and bringing the position to 209,797 shares worth $6.66M. The position accounts for 0.16% of the portfolio, ranked #105.

Robertson Stephens Wealth Management first reported a position in SCHY in Q2 2024 and has held it in 9 quarters since. 219 funds tracked by Wall St. Rank hold SCHY as of Q2 2026.

Robertson Stephens Wealth Management held 209,797 shares of Schwab International Dividend Equity ETF worth $6.66M as of Q2 2026.
Robertson Stephens Wealth Management bought 9,673 Schwab International Dividend Equity ETF shares in Q2 2026, an estimated $312K.
Schwab International Dividend Equity ETF made up 0.16% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #105 holding.
Robertson Stephens Wealth Management first reported a position in Schwab International Dividend Equity ETF in Q2 2024 and has held it in 9 quarters since.
219 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.