Wedmont Private Capital’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Wedmont Private Capital’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 Q3	$805K	Buy	25,533 +373	+1%	+$12.2K	0.02%	447
2026 Q2	$807K	Buy	25,160 +184	+0.7%	+$5.94K	0.02%	405
2026 Q1	$815K	Buy	24,976 +9	+0%	+$286	0.03%	358
2025 Q4	$749K	Buy	24,967 +13	+0.1%	+$375	0.03%	361
2025 Q3	$698K	Sell	24,954 -14,595	-37%	-$406K	0.03%	353
2025 Q2	$1.09M	Buy	39,549 +1,244	+3%	+$32.8K	0.05%	245
2025 Q1	$949K	Hold	38,305	–	–	0.05%	232
2024 Q4	$881K	Hold	38,305	–	–	0.05%	248
2024 Q3	$977K	Hold	38,305	–	–	0.06%	208
2024 Q2	$942K	Hold	38,305	–	–	0.06%	206
2024 Q1	$924K	Hold	38,305	–	–	0.07%	194
2023 Q4	$944K	Hold	38,305	–	–	0.08%	176
2023 Q3	$875K	Hold	38,305	–	–	0.09%	148
2023 Q2	$939K	Hold	38,305	–	–	0.1%	134
2023 Q1	$916K	Hold	38,305	–	–	0.12%	121
2022 Q4	$885K	Buy	+38,305	New	+$834K	0.13%	124

Other funds holding SCHY

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

MCM

Mengis Capital Management Portland, Oregon $673M AUM 34.75% 1-Year Est. Return

KFGG

Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Wedmont Private Capital's SCHY Position: Q3 2026 in Review

Wedmont Private Capital increased its Schwab International Dividend Equity ETF (SCHY) stake by 1.5% in Q3 2026, buying an estimated $12.2K and bringing the position to 25,533 shares worth $805K. The position accounts for 0.02% of the portfolio, ranked #447.

Wedmont Private Capital first reported a position in SCHY in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.09M in Q2 2025. 14 funds tracked by Wall St. Rank hold SCHY as of Q3 2026.

Wedmont Private Capital held 25,533 shares of Schwab International Dividend Equity ETF worth $805K as of Q3 2026.
Wedmont Private Capital bought 373 Schwab International Dividend Equity ETF shares in Q3 2026, an estimated $12.2K.
Schwab International Dividend Equity ETF made up 0.02% of Wedmont Private Capital's portfolio in Q3 2026, its #447 holding.
Wedmont Private Capital first reported a position in Schwab International Dividend Equity ETF in Q4 2022 and has held it in 16 quarters since.
Wedmont Private Capital's Schwab International Dividend Equity ETF position peaked at $1.09M in Q2 2025.
14 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.