Sharkey, Howes & Javer’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Sharkey, Howes & Javer’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	$213K	Hold	6,725	–	–	0.03%	160
2026 Q1	$213K	Hold	6,725	–	–	0.03%	150
2025 Q4	$201K	Buy	+6,725	New	+$194K	0.03%	159
2024 Q4	–	Sell	-11,999	Closed	-$314K	–	153
2024 Q3	$314K	Sell	11,999 -1,236	-9%	-$31.2K	0.04%	123
2024 Q2	$312K	Sell	13,235 -4,451	-25%	-$107K	0.05%	96
2024 Q1	$429K	Sell	17,686 -12,911	-42%	-$314K	0.07%	89
2023 Q4	$752K	Hold	30,597	–	–	0.13%	70
2023 Q3	$704K	Sell	30,597 -48,765	-61%	-$1.16M	0.13%	69
2023 Q2	$1.9M	Sell	79,362 -15,653	-16%	-$376K	0.36%	41
2023 Q1	$2.25M	Buy	95,015 +18,867	+25%	+$439K	0.48%	32
2022 Q4	$1.71M	Sell	76,148 -124,378	-62%	-$2.71M	0.39%	36
2022 Q3	$4.01M	Buy	+200,526	New	+$4.4M	0.87%	28

Other funds holding SCHY

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

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

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

TIC

TriCert Investment Counsel Waterloo $1.07B AUM

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Sharkey, Howes & Javer's SCHY Position: Q2 2026 in Review

Sharkey, Howes & Javer held its Schwab International Dividend Equity ETF (SCHY) position steady in Q2 2026 at 6,725 shares worth $213K. The position accounts for 0.03% of the portfolio, ranked #160.

Sharkey, Howes & Javer first reported a position in SCHY in Q3 2022 and has held it in 12 quarters since. The position peaked at $4.01M in Q3 2022. 217 funds tracked by Wall St. Rank hold SCHY as of Q2 2026.

Sharkey, Howes & Javer held 6,725 shares of Schwab International Dividend Equity ETF worth $213K as of Q2 2026.
Sharkey, Howes & Javer left its Schwab International Dividend Equity ETF share count unchanged in Q2 2026.
Schwab International Dividend Equity ETF made up 0.03% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #160 holding.
Sharkey, Howes & Javer first reported a position in Schwab International Dividend Equity ETF in Q3 2022 and has held it in 12 quarters since.
Sharkey, Howes & Javer's Schwab International Dividend Equity ETF position peaked at $4.01M in Q3 2022.
217 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.