Wealthspire Advisors (New York)’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Wealthspire Advisors (New York)’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	$285K	Buy	+8,979	New	+$290K	﹤0.01%	1006
2025 Q4	–	Sell	-3,700	Closed	-$103K	–	2541
2025 Q3	$103K	Buy	+3,700	New	+$103K	﹤0.01%	1000
2024 Q1	–	Sell	-24,375	Closed	-$599K	–	666
2023 Q4	$599K	Hold	24,375	–	–	0.01%	390
2023 Q3	$561K	Sell	24,375 -232	-0.9%	-$5.52K	0.01%	371
2023 Q2	$589K	Sell	24,607 -500	-2%	-$12K	0.01%	334
2023 Q1	$593K	Hold	25,107	–	–	0.01%	329
2022 Q4	$563K	Hold	25,107	–	–	0.01%	353
2022 Q3	$502K	Sell	25,107 -4,268	-15%	-$93.7K	0.01%	333
2022 Q2	$661K	Buy	+29,375	New	+$711K	0.01%	277

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

Wealthspire Advisors (New York)'s SCHY Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in Schwab International Dividend Equity ETF (SCHY) in Q2 2026: 8,979 shares worth $285K. The stake represents ﹤0.01% of the portfolio and ranks #1006 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in SCHY as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in SCHY in Q2 2022 and has held it in 9 quarters since. The position peaked at $661K in Q2 2022. 219 funds tracked by Wall St. Rank hold SCHY as of Q2 2026.

Wealthspire Advisors (New York) held 8,979 shares of Schwab International Dividend Equity ETF worth $285K as of Q2 2026.
Schwab International Dividend Equity ETF was a new Wealthspire Advisors (New York) position in Q2 2026.
Schwab International Dividend Equity ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1006 holding.
Wealthspire Advisors (New York) first reported a position in Schwab International Dividend Equity ETF in Q2 2022 and has held it in 9 quarters since.
Wealthspire Advisors (New York)'s Schwab International Dividend Equity ETF position peaked at $661K in Q2 2022.
219 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.