Rockefeller Capital Management
SCHY icon

Rockefeller Capital Management’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Rockefeller Capital 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 		$6.6K Sell
208
-1,198
-85% -$38.7K ﹤0.01% 4166
2026
Q1 		$44.5K Buy
+1,406
New +$44.6K ﹤0.01% 3343
2021
Q3 		– Sell
-2
Closed – – 3828
2021
Q2 		$0 Buy
+2
New +$52 ﹤0.01% 3582

Other funds holding SCHY

CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
HA
Hamel Associates Chatham, New Jersey $363M AUM 24.39% 1-Year Est. Return
Osaic Holdings
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TIC
TriCert Investment Counsel Waterloo $1.07B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
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

Rockefeller Capital Management's SCHY Position: Q2 2026 in Review

Rockefeller Capital Management reduced its Schwab International Dividend Equity ETF (SCHY) stake by 85% in Q2 2026, selling an estimated $38.7K and leaving 208 shares worth $6.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4166.

Rockefeller Capital Management first reported a position in SCHY in Q2 2021 and has held it in 3 quarters since. The position peaked at $44.5K in Q1 2026. 217 funds tracked by Wall St. Rank hold SCHY as of Q2 2026.

  • Rockefeller Capital Management held 208 shares of Schwab International Dividend Equity ETF worth $6.6K as of Q2 2026.
  • Rockefeller Capital Management sold 1,198 Schwab International Dividend Equity ETF shares in Q2 2026, an estimated $38.7K.
  • Schwab International Dividend Equity ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #4166 holding.
  • Rockefeller Capital Management first reported a position in Schwab International Dividend Equity ETF in Q2 2021 and has held it in 3 quarters since.
  • Rockefeller Capital Management's Schwab International Dividend Equity ETF position peaked at $44.5K in Q1 2026.
  • 217 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.