West Oak Capital’s Schwab International Dividend Equity ETF SCHY Stock Holding History

West Oak 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
2025 Q3	–	Sell	-645	Closed	-$176	–	303
2025 Q2	$176	Sell	645 -825	-56%	-$21.8K	0.01%	220
2025 Q1	$373	Sell	1,470 -51,738	-97%	-$1.26M	0.01%	188
2024 Q4	$12.3M	Sell	53,208 -1,115	-2%	-$27.3K	0.44%	59
2024 Q3	$14.2K	Sell	54,323 -9,625	-15%	-$243K	0.26%	58
2024 Q2	$1.51M	Sell	63,948 -270	-0.4%	-$6.5K	0.61%	53
2024 Q1	$1.56M	Buy	64,218 +1,820	+3%	+$44.2K	0.66%	51
2023 Q4	$1.54M	Sell	62,398 -3,967	-6%	-$92.6K	0.72%	47
2023 Q3	$1.53M	Sell	66,365 -1,605	-2%	-$38.2K	0.76%	45
2023 Q2	$1.63M	Buy	67,970 +140	+0.2%	+$3.37K	0.79%	44
2023 Q1	$1.6M	Buy	+67,830	New	+$1.58M	0.81%	47

Other funds holding SCHY

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

SAM

Summit Asset Management Memphis, Tennessee $719M AUM 13.76% 1-Year Est. Return

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

CST

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

IRON Financial Northbrook, Illinois $242M AUM 17.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LWM

LeConte Wealth Management Maryville, Tennessee $155M AUM 18.37% 1-Year Est. Return

West Oak Capital's SCHY Position: Q3 2025 in Review

West Oak Capital sold out of Schwab International Dividend Equity ETF (SCHY) in Q3 2025, closing a stake of 645 shares — an estimated $176 sold.

West Oak Capital first reported a position in SCHY in Q1 2023 and held it in 10 quarters. The position peaked at $12.3M in Q4 2024. 145 funds tracked by Wall St. Rank hold SCHY as of Q3 2025.

West Oak Capital reported no remaining Schwab International Dividend Equity ETF position as of Q3 2025 after selling out during the quarter.
West Oak Capital sold 645 Schwab International Dividend Equity ETF shares in Q3 2025, an estimated $176.
West Oak Capital first reported a position in Schwab International Dividend Equity ETF in Q1 2023 and held it in 10 quarters.
West Oak Capital's Schwab International Dividend Equity ETF position peaked at $12.3M in Q4 2024.
145 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.