SAG
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SageView Advisory Group’s Schwab International Dividend Equity ETF SCHY Stock Holding History

SageView Advisory Group’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 		– Sell
-605
Closed -$18K – 2085
2025
Q4 		$18K Buy
+605
New +$17.5K ﹤0.01% 1497

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
SAM
Summit Asset Management Memphis, Tennessee $780M AUM 16.8% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
IF
IRON Financial Northbrook, Illinois $242M AUM 17.3% 1-Year Est. Return

SageView Advisory Group's SCHY Position: Q1 2026 in Review

SageView Advisory Group sold out of Schwab International Dividend Equity ETF (SCHY) in Q1 2026, closing a stake of 605 shares — an estimated $18K sold.

SageView Advisory Group first reported a position in SCHY in Q4 2025 and held it in 1 quarter. The position peaked at $18K in Q4 2025. 195 funds tracked by Wall St. Rank hold SCHY as of Q1 2026.

  • SageView Advisory Group reported no remaining Schwab International Dividend Equity ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 605 Schwab International Dividend Equity ETF shares in Q1 2026, an estimated $18K.
  • SageView Advisory Group first reported a position in Schwab International Dividend Equity ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Schwab International Dividend Equity ETF position peaked at $18K in Q4 2025.
  • 195 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.