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Spinnaker Investment Group’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Spinnaker Investment 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
Q2 		$1.28M Hold
40,389
– – 0.21% 50
2026
Q1 		$1.28M Hold
40,389
– – 0.26% 40
2025
Q4 		$1.2M Hold
40,389
– – 0.22% 42
2025
Q3 		$1.13M Hold
40,389
– – 0.21% 41
2025
Q2 		$1.1M Hold
40,389
– – 0.26% 30
2025
Q1 		$1.03M Hold
40,389
– – 0.23% 35
2024
Q4 		$934K Buy
40,389
+1,739
+4% +$42.6K 0.23% 36
2024
Q3 		$1.01M Hold
38,650
– – 0.25% 35
2024
Q2 		$911K Sell
38,650
-1,210
-3% -$29.1K 0.25% 32
2024
Q1 		$967K Buy
39,860
+241
+0.6% +$5.86K 0.27% 31
2023
Q4 		$974K Buy
39,619
+9,505
+32% +$222K 0.3% 31
2023
Q3 		$693K Sell
30,114
-2,160
-7% -$51.4K 0.23% 36
2023
Q2 		$773K Sell
32,274
-1,565
-5% -$37.6K 0.25% 33
2023
Q1 		$800K Buy
33,839
+13,135
+63% +$306K 0.28% 31
2022
Q4 		$464K Buy
20,704
+640
+3% +$13.9K 0.17% 49
2022
Q3 		$402K Buy
20,064
+2,640
+15% +$58K 0.16% 50
2022
Q2 		$392K Buy
+17,424
New +$422K 0.16% 51

Other funds holding SCHY

FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
IF
IRON Financial Northbrook, Illinois $242M AUM 17.3% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
LWM
LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return
RMF
Red Mountain Financial Fort Collins, Colorado $119M AUM 21.12% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Spinnaker Investment Group's SCHY Position: Q2 2026 in Review

Spinnaker Investment Group held its Schwab International Dividend Equity ETF (SCHY) position steady in Q2 2026 at 40,389 shares worth $1.28M. The position accounts for 0.21% of the portfolio, ranked #50.

Spinnaker Investment Group first reported a position in SCHY in Q2 2022 and has held it in 17 quarters since. 41 funds tracked by Wall St. Rank hold SCHY as of Q2 2026.

  • Spinnaker Investment Group held 40,389 shares of Schwab International Dividend Equity ETF worth $1.28M as of Q2 2026.
  • Spinnaker Investment Group left its Schwab International Dividend Equity ETF share count unchanged in Q2 2026.
  • Schwab International Dividend Equity ETF made up 0.21% of Spinnaker Investment Group's portfolio in Q2 2026, its #50 holding.
  • Spinnaker Investment Group first reported a position in Schwab International Dividend Equity ETF in Q2 2022 and has held it in 17 quarters since.
  • 41 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q2 2026.

Based on Spinnaker Investment Group's 13F filing for Q2 2026, filed 10 Jul 2026.