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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
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 $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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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
MWM
Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return
IF
IRON Financial Northbrook, Illinois $229M AUM 13.96% 1-Year Est. Return

Robertson Stephens Wealth Management's SCHY Position: Q1 2026 in Review

Robertson Stephens Wealth Management increased its Schwab International Dividend Equity ETF (SCHY) stake by 3.9% in Q1 2026, buying an estimated $239K and bringing the position to 200,124 shares worth $6.34M. The position accounts for 0.18% of the portfolio, ranked #108.

Robertson Stephens Wealth Management first reported a position in SCHY in Q2 2024 and has held it in 8 quarters since. 194 funds tracked by Wall St. Rank hold SCHY as of Q1 2026.

  • Robertson Stephens Wealth Management held 200,124 shares of Schwab International Dividend Equity ETF worth $6.34M as of Q1 2026.
  • Robertson Stephens Wealth Management bought 7,527 Schwab International Dividend Equity ETF shares in Q1 2026, an estimated $239K.
  • Schwab International Dividend Equity ETF made up 0.18% of Robertson Stephens Wealth Management's portfolio in Q1 2026, its #108 holding.
  • Robertson Stephens Wealth Management first reported a position in Schwab International Dividend Equity ETF in Q2 2024 and has held it in 8 quarters since.
  • 194 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q1 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.