Tradition Wealth Management’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Tradition Wealth Management’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 Q1	$505K	Buy	15,958 +567	+4%	+$18K	0.04%	289
2025 Q4	$459K	Sell	15,391 -619	-4%	-$17.9K	0.03%	303
2025 Q3	$447K	Buy	16,010 +1,081	+7%	+$30.1K	0.03%	307
2025 Q2	$408K	Buy	14,929 +1,265	+9%	+$33.4K	0.03%	297
2025 Q1	$347K	Buy	13,664 +983	+8%	+$24K	0.03%	314
2024 Q4	$293K	Buy	12,681 +1,000	+9%	+$24.5K	0.03%	324
2024 Q3	$306K	Buy	11,681 +1,271	+12%	+$32K	0.03%	317
2024 Q2	$245K	Buy	10,410 +1,028	+11%	+$24.7K	0.02%	346
2024 Q1	$228K	Sell	9,382 -196,027	-95%	-$4.77M	0.02%	350
2023 Q4	$7.48M	Sell	205,409 -17,708	-8%	-$414K	0.78%	34
2023 Q3	$7.5M	Buy	223,117 +4,978	+2%	+$118K	0.89%	28
2023 Q2	$7.69M	Buy	218,139 +63,809	+41%	+$1.53M	0.9%	28
2023 Q1	$5.3M	Sell	154,330 -2,002	-1%	-$46.6K	0.66%	42
2022 Q4	$4.97M	Sell	156,332 -4,226	-3%	-$92.1K	0.7%	43
2022 Q3	$4.46M	Sell	160,558 -8,948	-5%	-$196K	0.67%	42
2022 Q2	$5.28M	Buy	+169,506	New	+$4.1M	0.77%	38

Other funds holding SCHY

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Hamel Associates Chatham, New Jersey $351M AUM 23.28% 1-Year Est. Return

SAM

Summit Asset Management Memphis, Tennessee $719M AUM 13.76% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MWM

Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

IRON Financial Northbrook, Illinois $229M AUM 13.96% 1-Year Est. Return

Tradition Wealth Management's SCHY Position: Q1 2026 in Review

Tradition Wealth Management increased its Schwab International Dividend Equity ETF (SCHY) stake by 3.7% in Q1 2026, buying an estimated $18K and bringing the position to 15,958 shares worth $505K. The position accounts for 0.04% of the portfolio, ranked #289.

Tradition Wealth Management first reported a position in SCHY in Q2 2022 and has held it in 16 quarters since. The position peaked at $7.69M in Q2 2023. 194 funds tracked by Wall St. Rank hold SCHY as of Q1 2026.

Tradition Wealth Management held 15,958 shares of Schwab International Dividend Equity ETF worth $505K as of Q1 2026.
Tradition Wealth Management bought 567 Schwab International Dividend Equity ETF shares in Q1 2026, an estimated $18K.
Schwab International Dividend Equity ETF made up 0.04% of Tradition Wealth Management's portfolio in Q1 2026, its #289 holding.
Tradition Wealth Management first reported a position in Schwab International Dividend Equity ETF in Q2 2022 and has held it in 16 quarters since.
Tradition Wealth Management's Schwab International Dividend Equity ETF position peaked at $7.69M in Q2 2023.
194 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.