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Scholtz & Company’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Scholtz & Company’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
-12,157
Closed -$363K – 56
2025
Q4 		$363K Buy
+12,157
New +$351K 0.16% 45

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

Scholtz & Company's SCHY Position: Q1 2026 in Review

Scholtz & Company sold out of Schwab International Dividend Equity ETF (SCHY) in Q1 2026, closing a stake of 12,157 shares — an estimated $363K sold.

Scholtz & Company first reported a position in SCHY in Q4 2025 and held it in 1 quarter. The position peaked at $363K in Q4 2025. 195 funds tracked by Wall St. Rank hold SCHY as of Q1 2026.

  • Scholtz & Company reported no remaining Schwab International Dividend Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Scholtz & Company sold 12,157 Schwab International Dividend Equity ETF shares in Q1 2026, an estimated $363K.
  • Scholtz & Company first reported a position in Schwab International Dividend Equity ETF in Q4 2025 and held it in 1 quarter.
  • Scholtz & Company's Schwab International Dividend Equity ETF position peaked at $363K in Q4 2025.
  • 195 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q1 2026.

Based on Scholtz & Company's 13F filing for Q1 2026, filed 15 May 2026.