SPAS
SCHY icon

Spectrum Planning & Advisory Services’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Spectrum Planning & Advisory Services’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
Q3 		$299K Buy
+9,515
New +$312K 0.13% 103

Other funds holding SCHY

HA
Hamel Associates Chatham, New Jersey $363M AUM 19.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Summit Asset Management
Summit Asset Management Memphis, Tennessee $777M AUM 10.79% 1-Year Est. Return
Fifth Third Wealth Advisors
Fifth Third Wealth Advisors Cincinnati, Ohio $3.78B AUM 26.11% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
IRON Financial
IRON Financial Northbrook, Illinois $241M AUM 15.6% 1-Year Est. Return
Woodmont Investment Counsel
Woodmont Investment Counsel Nashville, Tennessee $1.88B AUM 19.89% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
LongView Wealth Management
LongView Wealth Management Atlanta, Georgia $415M AUM 12.41% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Spectrum Planning & Advisory Services's SCHY Position: Q3 2026 in Review

Spectrum Planning & Advisory Services opened a new position in Schwab International Dividend Equity ETF (SCHY) in Q3 2026: 9,515 shares worth $299K. The stake represents 0.13% of the portfolio and ranks #103 among its holdings.

136 funds tracked by Wall St. Rank hold SCHY as of Q3 2026.

  • Spectrum Planning & Advisory Services held 9,515 shares of Schwab International Dividend Equity ETF worth $299K as of Q3 2026.
  • Schwab International Dividend Equity ETF was a new Spectrum Planning & Advisory Services position in Q3 2026.
  • Schwab International Dividend Equity ETF made up 0.13% of Spectrum Planning & Advisory Services's portfolio in Q3 2026, its #103 holding.
  • 136 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q3 2026.

Based on Spectrum Planning & Advisory Services's 13F filing for Q3 2026, filed 5 Nov 2026.