WI
SCHY icon

Westbourne Investments’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Westbourne Investments’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 		$463K Hold
14,600
– – 0.19% 97
2026
Q1 		$462K Buy
14,600
+4,050
+38% +$128K 0.22% 92
2025
Q4 		$331K Buy
+10,550
New +$305K 0.15% 109

Other funds holding SCHY

CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
HA
Hamel Associates Chatham, New Jersey $363M AUM 24.39% 1-Year Est. Return
Osaic Holdings
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TIC
TriCert Investment Counsel Waterloo $1.07B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
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

Westbourne Investments's SCHY Position: Q2 2026 in Review

Westbourne Investments held its Schwab International Dividend Equity ETF (SCHY) position steady in Q2 2026 at 14,600 shares worth $463K. The position accounts for 0.19% of the portfolio, ranked #97.

Westbourne Investments first reported a position in SCHY in Q4 2025 and has held it in 3 quarters since. 217 funds tracked by Wall St. Rank hold SCHY as of Q2 2026.

  • Westbourne Investments held 14,600 shares of Schwab International Dividend Equity ETF worth $463K as of Q2 2026.
  • Westbourne Investments left its Schwab International Dividend Equity ETF share count unchanged in Q2 2026.
  • Schwab International Dividend Equity ETF made up 0.19% of Westbourne Investments's portfolio in Q2 2026, its #97 holding.
  • Westbourne Investments first reported a position in Schwab International Dividend Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 217 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q2 2026.

Based on Westbourne Investments's 13F filing for Q2 2026, filed 11 Aug 2026.