Schwab International Dividend Equity ETF
SCHY
44 hedge funds and large institutions have $93.1M invested in Schwab International Dividend Equity ETF in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 10 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
50% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 10
45% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 11
32% more capital invested
Capital invested by funds: $70.7M → $93.1M (+$22.4M)
10% more funds holding
Funds holding: 40 → 44 (+4)
0.16% less ownership
Funds ownership: 22.31% → 22.15% (-0.16%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$12.6M |
| 2 |
KBFS
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
+$11.9M |
| 3 |
SAM
Summit Asset Management
Memphis,
Tennessee
|
+$11.2M |
| 4 |
TWM
Tradition Wealth Management
Edina,
Minnesota
|
+$4.1M |
| 5 |
FMC
First Merchants Corp
Muncie,
Indiana
|
+$2.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCA
Magnolia Capital Advisors
Jackson,
Mississippi
|
-$7.02M |
| 2 |
Jane Street
New York
|
-$4.7M |
| 3 |
FANJ
Financial Architects (New Jersey)
Marlton,
New Jersey
|
-$3.4M |
| 4 |
DTIM
Danda Trouve Investment Management
Prairie Village,
Kansas
|
-$2.72M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$2.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Morgan Stanley
New York
| – | -$57K | -2,231 | Closed |
|
|
SBL
52
Sargent Bickham Lagudis
Boulder,
Colorado
| – | -$55K | -2,131 | Closed |
|
53
Wells Fargo
San Francisco,
California
| – | -$47K | -1,843 | Closed |
|
|
BWL
54
Bogart Wealth LLC
Mclean,
Virginia
| – | +$48 | +2 | New |
|
SCHY Hedge Fund Activity: Q2 2022 in Review
44 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Schwab International Dividend Equity ETF (SCHY) for Q2 2022, worth a combined $93.1M — up 32% from $70.7M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new SCHY positions and 10 closed out — a net gain of 5 holders — while 16 added to existing stakes and 11 trimmed.
The largest buyer was JP Morgan Private Wealth Advisors, adding an estimated $12.6M. The largest seller was Magnolia Capital Advisors, exiting entirely with an estimated $7.02M sold.
- 44 institutional investors held Schwab International Dividend Equity ETF (SCHY) as of Q2 2022, up from 40 in Q1 2022.
- Funds reported $93.1M of Schwab International Dividend Equity ETF stock for Q2 2022, up 32% quarter-over-quarter.
- 15 funds opened new Schwab International Dividend Equity ETF positions in Q2 2022 and 10 closed out, a net change of +5 holders.
- The largest Schwab International Dividend Equity ETF buyer in Q2 2022 was JP Morgan Private Wealth Advisors, an estimated $12.6M added.
- The largest Schwab International Dividend Equity ETF seller in Q2 2022 was Magnolia Capital Advisors, an estimated $7.02M sold.
Based on aggregated 13F filings for Q2 2022.