Planning Strategies Inc.’s Schwab International Dividend Equity ETF SCHY Stock Holding History

Planning Strategies Inc.’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	$192K	Buy	+6,054	New	+$195K	0.12%	68

Other funds holding SCHY

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

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

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

Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

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

LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.48B AUM 24.99% 1-Year Est. Return

Red Mountain Financial Fort Collins, Colorado $119M AUM 21.12% 1-Year Est. Return

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

Planning Strategies Inc.'s SCHY Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Schwab International Dividend Equity ETF (SCHY) in Q2 2026: 6,054 shares worth $192K. The stake represents 0.12% of the portfolio and ranks #68 among its holdings.

83 funds tracked by Wall St. Rank hold SCHY as of Q2 2026.

Planning Strategies Inc. held 6,054 shares of Schwab International Dividend Equity ETF worth $192K as of Q2 2026.
Schwab International Dividend Equity ETF was a new Planning Strategies Inc. position in Q2 2026.
Schwab International Dividend Equity ETF made up 0.12% of Planning Strategies Inc.'s portfolio in Q2 2026, its #68 holding.
83 funds tracked by Wall St. Rank held Schwab International Dividend Equity ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.