Souders Financial Advisors’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Souders Financial Advisors’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	$318K	Sell	10,034 -631	-6%	-$20.4K	0.03%	185
2026 Q1	$338K	Sell	10,665 -2,972	-22%	-$94.3K	0.04%	174
2025 Q4	$407K	Sell	13,637 -602	-4%	-$17.4K	0.05%	152
2025 Q3	$398K	Sell	14,239 -2,935	-17%	-$81.6K	0.05%	147
2025 Q2	$470K	Sell	17,174 -16,465	-49%	-$435K	0.06%	136
2025 Q1	$854K	Sell	33,639 -89,948	-73%	-$2.19M	0.12%	100
2024 Q4	$2.86M	Sell	123,587 -401,460	-76%	-$9.83M	0.4%	58
2024 Q3	$13.7M	Sell	525,047 -16,370	-3%	-$413K	1.91%	13
2024 Q2	$12.8M	Buy	541,417 +20,486	+4%	+$493K	1.92%	12
2024 Q1	$12.6M	Buy	520,931 +34,981	+7%	+$850K	1.99%	12
2023 Q4	$11.9M	Buy	485,950 +26,992	+6%	+$630K	2.05%	12
2023 Q3	$10.6M	Buy	458,958 +53,068	+13%	+$1.26M	2.03%	12
2023 Q2	$9.72M	Buy	405,890 +159,186	+65%	+$3.83M	1.86%	14
2023 Q1	$5.83M	Buy	+246,704	New	+$5.74M	1.24%	22

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

Souders Financial Advisors's SCHY Position: Q2 2026 in Review

Souders Financial Advisors reduced its Schwab International Dividend Equity ETF (SCHY) stake by 5.9% in Q2 2026, selling an estimated $20.4K and leaving 10,034 shares worth $318K. The position accounts for 0.03% of the portfolio, ranked #185.

Souders Financial Advisors first reported a position in SCHY in Q1 2023 and has held it in 14 quarters since. The position peaked at $13.7M in Q3 2024. 217 funds tracked by Wall St. Rank hold SCHY as of Q2 2026.

Souders Financial Advisors held 10,034 shares of Schwab International Dividend Equity ETF worth $318K as of Q2 2026.
Souders Financial Advisors sold 631 Schwab International Dividend Equity ETF shares in Q2 2026, an estimated $20.4K.
Schwab International Dividend Equity ETF made up 0.03% of Souders Financial Advisors's portfolio in Q2 2026, its #185 holding.
Souders Financial Advisors first reported a position in Schwab International Dividend Equity ETF in Q1 2023 and has held it in 14 quarters since.
Souders Financial Advisors's Schwab International Dividend Equity ETF position peaked at $13.7M in Q3 2024.
217 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.