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Schwab International Dividend Equity ETF

73 hedge funds and large institutions have $212M invested in Schwab International Dividend Equity ETF in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 23 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,500% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 2

109% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 11

73% more capital invested

Capital invested by funds: $122M → $212M (+$89.9M)

70% more funds holding

Funds holding: 4373 (+30)

11.32% more ownership

Funds ownership: 28.16%39.48% (+11%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
73
Holders Change
+30
Holders Change %
+69.77%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
23
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DOA
51
D'Orazio & Associates
Virginia
$430K +$99.1K +4,549 +31%
BS
52
Boenning & Scattergood
Pennsylvania
$386K +$327K +15,015 New
CA
53
Cambridge Advisors
Nebraska
$378K +$45.1K +2,069 +14%
AAS
54
Avantax Advisory Services
Texas
$297K +$30.9K +1,420 +12%
PSCM
55
Per Stirling Capital Management
Texas
$296K +$288K +13,218 New
CWM
56
Collaborative Wealth Management
Florida
$270K +$262K +12,031 New
VF
57
Vawter Financial
Ohio
$265K +$257K +11,800 New
M
58
MYeCFO
California
$219K +$212K +9,730 New
Qube Research & Technologies (QRT)
59
Qube Research & Technologies (QRT)
United Kingdom
$62.8K +$61K +2,800 New
Fidelity Investments
60
Fidelity Investments
Massachusetts
$58.3K +$56.6K +2,600 New
ASN
61
Advisory Services Network
Georgia
$47.9K +$46.5K +2,135 New
AA
62
Ancora Advisors
Ohio
$45K
PA
63
Parallel Advisors
California
$31.7K +$30.8K +1,414 New
TFGT
64
TS Financial Group (TSFG)
Illinois
$31K
MS
65
Madden Securities
Texas
$30K +$29.2K +1,340 New
SSB
66
Sandy Spring Bank
Maryland
$28.5K +$27.7K +1,270 New
Morgan Stanley
67
Morgan Stanley
New York
$22.4K
CMBA
68
C.M. Bidwell & Associates
Hawaii
$21.5K
BWA
69
Boulder Wealth Advisors
Colorado
$13K +$12.3K +565 New
AF
70
Advisornet Financial
Minnesota
$4.48K +$4.36K +200 New
SCA
71
Stonebridge Capital Advisors
Minnesota
$4.48K +$4.36K +200 New
CSWM
72
Cassady Schiller Wealth Management
Ohio
$561 +$545 +25 New
BWL
73
Bogart Wealth LLC
Virginia
$92
S
74
SignatureFD
Georgia
$1
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
-$1.07M -53,593 Closed

SCHY Hedge Fund Activity: Q4 2022 in Review

73 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Schwab International Dividend Equity ETF (SCHY) for Q4 2022, worth a combined $212M — up 73% from $122M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SCHY positions and 2 closed out — a net gain of 30 holders — while 23 added to existing stakes and 11 trimmed.

The largest buyer was Jane Street, adding an estimated $47.8M. The largest seller was JP Morgan Private Wealth Advisors, cutting an estimated $10.4M.

  • 73 institutional investors held Schwab International Dividend Equity ETF (SCHY) as of Q4 2022, up from 43 in Q3 2022.
  • Funds reported $212M of Schwab International Dividend Equity ETF stock for Q4 2022, up 73% quarter-over-quarter.
  • 32 funds opened new Schwab International Dividend Equity ETF positions in Q4 2022 and 2 closed out, a net change of +30 holders.
  • The largest Schwab International Dividend Equity ETF buyer in Q4 2022 was Jane Street, an estimated $47.8M added.
  • The largest Schwab International Dividend Equity ETF seller in Q4 2022 was JP Morgan Private Wealth Advisors, an estimated $10.4M sold.

Based on aggregated 13F filings for Q4 2022.