Schwab International Dividend Equity ETF
SCHY
43 hedge funds and large institutions have $122M invested in Schwab International Dividend Equity ETF in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 10 reducing their positions, and 11 closing their positions.
110% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 10
31% more capital invested
Capital invested by funds: $93.1M → $122M (+$29.3M)
6.01% more ownership
Funds ownership: 22.15% → 28.16% (+6%)
9% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 11
2% less funds holding
Funds holding: 44 → 43 (-1)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$31.1M |
| 2 |
SHJ
Sharkey, Howes & Javer
Denver,
Colorado
|
+$4.4M |
| 3 |
Jane Street
New York
|
+$4.27M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$3.74M |
| 5 |
FANJ
Financial Architects (New Jersey)
Marlton,
New Jersey
|
+$3.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CM
Columbus Macro
New Castle,
Pennsylvania
|
-$3.44M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$3.42M |
| 3 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$2.55M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.8M |
| 5 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$1.41M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Mercer Global Advisors
Denver,
Colorado
| – | -$204K | -9,089 | Closed |
|
|
SPIA
52
Steward Partners Investment Advisory
New York
| – | -$18K | -800 | Closed |
|
53
Simplex Trading
Chicago,
Illinois
| – | -$2K | -100 | Closed |
|
|
BWL
54
Bogart Wealth LLC
Mclean,
Virginia
| – | +$44 | +2 | +100% |
|
SCHY Hedge Fund Activity: Q3 2022 in Review
43 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Schwab International Dividend Equity ETF (SCHY) for Q3 2022, worth a combined $122M — up 31% from $93.1M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of SCHY and 10 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 21 added.
The largest buyer was Charles Schwab, opening a new position worth an estimated $31.1M. The largest seller was Columbus Macro, exiting entirely with an estimated $3.44M sold.
- 43 institutional investors held Schwab International Dividend Equity ETF (SCHY) as of Q3 2022, down from 44 in Q2 2022.
- Funds reported $122M of Schwab International Dividend Equity ETF stock for Q3 2022, up 31% quarter-over-quarter.
- 10 funds opened new Schwab International Dividend Equity ETF positions in Q3 2022 and 11 closed out, a net change of -1 holder.
- The largest Schwab International Dividend Equity ETF buyer in Q3 2022 was Charles Schwab, an estimated $31.1M added.
- The largest Schwab International Dividend Equity ETF seller in Q3 2022 was Columbus Macro, an estimated $3.44M sold.
Based on aggregated 13F filings for Q3 2022.