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Waverly Advisors’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Waverly Advisors’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 		$5M Buy
157,475
+8,645
+6% +$279K 0.03% 460
2026
Q1 		$4.71M Buy
148,830
+25,155
+20% +$798K 0.04% 420
2025
Q4 		$3.69M Buy
123,675
+13,961
+13% +$403K 0.03% 444
2025
Q3 		$3.07M Buy
109,714
+8,412
+8% +$234K 0.03% 415
2025
Q2 		$2.77M Buy
101,302
+6,773
+7% +$179K 0.03% 424
2025
Q1 		$2.4M Buy
94,529
+11,593
+14% +$283K 0.03% 442
2024
Q4 		$1.92M Sell
82,936
-25,660
-24% -$629K 0.03% 394
2024
Q3 		$2.84M Buy
108,596
+5,744
+6% +$145K 0.05% 276
2024
Q2 		$2.42M Buy
102,852
+8,012
+8% +$193K 0.05% 283
2024
Q1 		$2.3M Buy
94,840
+768
+0.8% +$18.7K 0.05% 236
2023
Q4 		$2.31M Buy
+94,072
New +$2.2M 0.09% 134

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 $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Waverly Advisors's SCHY Position: Q2 2026 in Review

Waverly Advisors increased its Schwab International Dividend Equity ETF (SCHY) stake by 5.8% in Q2 2026, buying an estimated $279K and bringing the position to 157,475 shares worth $5M. The position accounts for 0.03% of the portfolio, ranked #460.

Waverly Advisors first reported a position in SCHY in Q4 2023 and has held it in 11 quarters since. 218 funds tracked by Wall St. Rank hold SCHY as of Q2 2026.

  • Waverly Advisors held 157,475 shares of Schwab International Dividend Equity ETF worth $5M as of Q2 2026.
  • Waverly Advisors bought 8,645 Schwab International Dividend Equity ETF shares in Q2 2026, an estimated $279K.
  • Schwab International Dividend Equity ETF made up 0.03% of Waverly Advisors's portfolio in Q2 2026, its #460 holding.
  • Waverly Advisors first reported a position in Schwab International Dividend Equity ETF in Q4 2023 and has held it in 11 quarters since.
  • 218 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.