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
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 $23.1B AUM 27.04% 1-Year Est. Return

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

SAM

Summit Asset Management Memphis, Tennessee $780M AUM 16.8% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

MWM

Modern Wealth Management Lenexa, Kansas $5.84B AUM 16.73% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

Wealthspire Advisors (New York)'s SCHY Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Schwab International Dividend Equity ETF (SCHY) in Q4 2025, closing a stake of 3,700 shares — an estimated $103K sold.

Wealthspire Advisors (New York) first reported a position in SCHY in Q2 2022 and held it in 8 quarters. The position peaked at $661K in Q2 2022. 170 funds tracked by Wall St. Rank hold SCHY as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining Schwab International Dividend Equity ETF position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 3,700 Schwab International Dividend Equity ETF shares in Q4 2025, an estimated $103K.
Wealthspire Advisors (New York) first reported a position in Schwab International Dividend Equity ETF in Q2 2022 and held it in 8 quarters.
Wealthspire Advisors (New York)'s Schwab International Dividend Equity ETF position peaked at $661K in Q2 2022.
170 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.