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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
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 $23.1B AUM 27.04% 1-Year Est. Return
HA
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
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
IF
IRON Financial Northbrook, Illinois $229M AUM 13.96% 1-Year Est. Return

Waverly Advisors's SCHY Position: Q1 2026 in Review

Waverly Advisors increased its Schwab International Dividend Equity ETF (SCHY) stake by 20% in Q1 2026, buying an estimated $798K and bringing the position to 148,830 shares worth $4.71M. The position accounts for 0.04% of the portfolio, ranked #420.

Waverly Advisors first reported a position in SCHY in Q4 2023 and has held it in 10 quarters since. 194 funds tracked by Wall St. Rank hold SCHY as of Q1 2026.

  • Waverly Advisors held 148,830 shares of Schwab International Dividend Equity ETF worth $4.71M as of Q1 2026.
  • Waverly Advisors bought 25,155 Schwab International Dividend Equity ETF shares in Q1 2026, an estimated $798K.
  • Schwab International Dividend Equity ETF made up 0.04% of Waverly Advisors's portfolio in Q1 2026, its #420 holding.
  • Waverly Advisors first reported a position in Schwab International Dividend Equity ETF in Q4 2023 and has held it in 10 quarters since.
  • 194 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.