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Schwab International Dividend Equity ETF
SCHY

Overview Fund Activity

86 hedge funds and large institutions have $270M invested in Schwab International Dividend Equity ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 29 reducing their positions, and 8 closing their positions.

Holders
86
Holders Change
+3
Holders Change %
+3.61%
% of All Funds
1.37%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
34
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIS
1
Strategic Investment Solutions
Illinois
$35.8M
2
PFO
2
Pathstone Family Office
New Jersey
$8.68M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$5.34M
4
CAM
4
Cresset Asset Management
Illinois
$36.6M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$1.33M

Top Sellers

1
V
1
Veritable
Delaware
$0
2
MCA
2
Magnolia Capital Advisors
Mississippi
$0
3
Jane Street
3
Jane Street
New York
$2.55M
4
BFS
4
Bard Financial Services
Connecticut
$0
5
BMCM
5
Bryn Mawr Capital Management
Pennsylvania
$2.51M
Name Market Value Shares Shares
Change 		Shares
Change %
EWA
26
Exencial Wealth Advisors
Oklahoma
$2.35M 102,202 -15,320 -13%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$2.3M 99,903 -1,697 -2%
SFS
28
Sowell Financial Services
Arkansas
$1.74M 75,705 -11,092 -13%
MA
29
Mutual Advisors
Nebraska
$1.68M 73,199 -13,598 -16%
NFW
30
Noble Family Wealth
Florida
$1.67M 72,508 – –
MCM
31
MAI Capital Management
Ohio
$1.64M 71,389 +9,615 +16%
FFN
32
Focus Financial Network
Minnesota
$1.54M 67,002 +829 +1%
WOC
33
West Oak Capital
California
$1.53M 66,365 -1,605 -2%
DOA
34
D'Orazio & Associates
Virginia
$1.44M 62,542 -864 -1%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$1.33M 57,748 +57,748 New
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$1.26M 54,670 +5,980 +12%
HIM
37
Harbour Investment Management
Washington
$1.05M 45,815 -100 -0.2%
Vanguard Group
38
Vanguard Group
Pennsylvania
$985K 42,807 +42,807 New
LPAM
39
Lodestar Private Asset Management
California
$936K 40,697 -305 -0.7%
WPC
40
Wedmont Private Capital
Pennsylvania
$875K 38,305 – –
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$819K 35,588 +3,781 +12%
AWE
42
Avidian Wealth Enterprises
Texas
$777K 33,767 +33,767 New
CL
43
COWA LLC
Oklahoma
$708K 30,782 -1,380 -4%
SHJ
44
Sharkey, Howes & Javer
Colorado
$704K 30,597 -48,765 -61%
SIG
45
Spinnaker Investment Group
California
$693K 30,114 -2,160 -7%
RJA
46
Raymond James & Associates
Florida
$682K 29,657 +1,922 +7%
KAS
47
Kestra Advisory Services
Texas
$669K 29,098 +10,696 +58%
JPMPWA
48
J.P. Morgan Private Wealth Advisors
California
$614K 26,676 -40,939 -61%
PGFC
49
Peapack-Gladstone Financial Corp
New Jersey
$612K 26,600 +700 +3%
CFA
50
Cahill Financial Advisors
Minnesota
$593K 25,767 +25,767 New
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