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

Wealth Preservation 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	–	Sell	-158	Closed	-$5K	–	790
2026 Q1	$5K	Hold	158	–	–	﹤0.01%	491
2025 Q4	$4.71K	Hold	158	–	–	﹤0.01%	387
2025 Q3	$4.42K	Hold	158	–	–	﹤0.01%	386
2025 Q2	$4.32K	Hold	158	–	–	﹤0.01%	380
2025 Q1	$4.01K	Buy	+158	New	+$3.85K	﹤0.01%	403

Other funds holding SCHY

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

Hamel Associates Chatham, New Jersey $363M AUM 24.39% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

TIC

TriCert Investment Counsel Waterloo $1.07B AUM

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Wealth Preservation Advisors's SCHY Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Schwab International Dividend Equity ETF (SCHY) in Q2 2026, closing a stake of 158 shares — an estimated $5K sold.

Wealth Preservation Advisors first reported a position in SCHY in Q1 2025 and held it in 5 quarters. The position peaked at $5K in Q1 2026. 219 funds tracked by Wall St. Rank hold SCHY as of Q2 2026.

Wealth Preservation Advisors reported no remaining Schwab International Dividend Equity ETF position as of Q2 2026 after selling out during the quarter.
Wealth Preservation Advisors sold 158 Schwab International Dividend Equity ETF shares in Q2 2026, an estimated $5K.
Wealth Preservation Advisors first reported a position in Schwab International Dividend Equity ETF in Q1 2025 and held it in 5 quarters.
Wealth Preservation Advisors's Schwab International Dividend Equity ETF position peaked at $5K in Q1 2026.
219 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q2 2026.

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