SIS
SCHY icon

Strategic Investment Solutions’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Strategic Investment Solutions’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 		$120K Buy
3,767
+1,380
+58% +$44.5K 0.03% 190
2026
Q1 		$75.6K Buy
2,387
+14
+0.6% +$444 0.02% 224
2025
Q4 		$70.8K Buy
2,373
+1,160
+96% +$33.5K 0.02% 215
2025
Q3 		$33.9K Sell
1,213
-822
-40% -$22.9K 0.01% 252
2025
Q2 		$55.6K Sell
2,035
-2,257
-53% -$59.6K 0.02% 201
2025
Q1 		$109K Sell
4,292
-28,532
-87% -$696K 0.03% 131
2024
Q4 		$775K Buy
32,824
+20,787
+173% +$509K 0.26% 53
2024
Q3 		$315K Sell
12,037
-1,098
-8% -$27.7K 0.09% 82
2024
Q2 		$328K Buy
+13,135
New +$316K 0.11% 77
2023
Q4 		$899K Sell
36,569
-1,460,348
-98% -$34.1M 0.16% 73
2023
Q3 		$35.8M Buy
1,496,917
+1,457,563
+3,704% +$34.7M 0.44% 42
2023
Q2 		$928K Sell
39,354
-94,794
-71% -$2.28M 0.19% 50
2023
Q1 		$3.17M Buy
134,148
+105,748
+372% +$2.46M 0.62% 36
2022
Q4 		$678K Buy
+28,400
New +$619K 0.33% 44

Other funds holding SCHY

CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
CCA
Clarity Capital Advisors Lakewood Ranch, Florida $239M AUM 19.07% 1-Year Est. Return
IIA
Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return