Sage Investment Counsel’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Sage Investment Counsel’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	$237K	Buy	7,476 +27	+0.4%	+$871	0.24%	98
2026 Q1	$236K	Buy	7,449 +14	+0.2%	+$444	0.26%	100
2025 Q4	$222K	Buy	7,435 +24	+0.3%	+$693	0.24%	102
2025 Q3	$207K	Buy	7,411 +21	+0.3%	+$584	0.23%	108
2025 Q2	$202K	Buy	+7,390	New	+$195K	0.23%	106

Other funds holding SCHY

Hamel Associates Chatham, New Jersey $363M AUM 24.39% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

IRON Financial Northbrook, Illinois $242M AUM 17.3% 1-Year Est. Return

WIC

Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return

LWM

LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sage Investment Counsel's SCHY Position: Q2 2026 in Review

Sage Investment Counsel increased its Schwab International Dividend Equity ETF (SCHY) stake by 0.36% in Q2 2026, buying an estimated $871 and bringing the position to 7,476 shares worth $237K. The position accounts for 0.24% of the portfolio, ranked #98.

Sage Investment Counsel first reported a position in SCHY in Q2 2025 and has held it in 5 quarters since. 107 funds tracked by Wall St. Rank hold SCHY as of Q2 2026.

Sage Investment Counsel held 7,476 shares of Schwab International Dividend Equity ETF worth $237K as of Q2 2026.
Sage Investment Counsel bought 27 Schwab International Dividend Equity ETF shares in Q2 2026, an estimated $871.
Schwab International Dividend Equity ETF made up 0.24% of Sage Investment Counsel's portfolio in Q2 2026, its #98 holding.
Sage Investment Counsel first reported a position in Schwab International Dividend Equity ETF in Q2 2025 and has held it in 5 quarters since.
107 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q2 2026.

Based on Sage Investment Counsel's 13F filing for Q2 2026, filed 22 Jul 2026.