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Vision Retirement’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Vision Retirement’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 		$1.55K Hold
49
– – ﹤0.01% 578
2026
Q1 		$1.55K Hold
49
– – ﹤0.01% 570
2025
Q4 		$1.46K Buy
+49
New +$1.42K ﹤0.01% 551

Other funds holding SCHY

CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
HA
Hamel Associates Chatham, New Jersey $363M AUM 24.39% 1-Year Est. Return
Osaic Holdings
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TIC
TriCert Investment Counsel Waterloo $1.07B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
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

Vision Retirement's SCHY Position: Q2 2026 in Review

Vision Retirement held its Schwab International Dividend Equity ETF (SCHY) position steady in Q2 2026 at 49 shares worth $1.55K. The position accounts for ﹤0.01% of the portfolio, ranked #578.

Vision Retirement first reported a position in SCHY in Q4 2025 and has held it in 3 quarters since. 211 funds tracked by Wall St. Rank hold SCHY as of Q2 2026.

  • Vision Retirement held 49 shares of Schwab International Dividend Equity ETF worth $1.55K as of Q2 2026.
  • Vision Retirement left its Schwab International Dividend Equity ETF share count unchanged in Q2 2026.
  • Schwab International Dividend Equity ETF made up ﹤0.01% of Vision Retirement's portfolio in Q2 2026, its #578 holding.
  • Vision Retirement first reported a position in Schwab International Dividend Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 211 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.