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Schwab International Dividend Equity ETF
SCHY

124 hedge funds and large institutions have $238M invested in Schwab International Dividend Equity ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 47 increasing their positions, 40 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 12

18% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 40

4% more funds holding

Funds holding: 119 → 124 (+5)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

4.4% less ownership

Funds ownership: 34.63% → 30.23% (-4.4%)

5% less capital invested

Capital invested by funds: $251M → $238M (-$13.2M)

Holders
124
Holders Change
+5
Holders Change %
+4.2%
% of All Funds
1.78%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
17
Increased
47
Reduced
40
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAM
Cresset Asset Management
Illinois
+$5.82M
2
MWM
Modern Wealth Management
Kansas
+$3.32M
3
IF
IRON Financial
Illinois
+$1.3M
4
LWM
LongView Wealth Management
Georgia
+$721K
5
SA
Sanctuary Advisors
Indiana
+$505K

Top Sellers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
-$24.7M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.35M
3
Jane Street
Jane Street
New York
-$5.18M
4
BI
Berkeley Inc
Idaho
-$2.47M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
CL
51
COWA LLC
Oklahoma
$889K -$35.4K -1,404 -4%
AWA
52
Acorn Wealth Advisors
Michigan
$888K +$62.7K +2,486 +8%
AWE
53
Avidian Wealth Enterprises
Texas
$861K +$55K +2,184 +7%
HA
54
Hamel Associates
New Jersey
$785K – – –
PSCM
55
Per Stirling Capital Management
Texas
$749K -$8.9K -353 -1%
FAM
56
Family Asset Management
South Carolina
$629K -$19.8K -786 -3%
CPL
57
CAP Partners LLC
Tennessee
$589K -$398K -15,776 -41%
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$568K -$20.7K -820 -4%
CFO
59
CVA Family Office
Colorado
$565K +$731 +29 +0.1%
Cerity Partners
60
Cerity Partners
New York
$546K – – –
M
61
MYeCFO
California
$541K +$62K +2,460 +14%
VF
62
Vawter Financial
Ohio
$538K +$1.71K +68 +0.3%
SA
63
Sanctuary Advisors
Indiana
$484K +$505K +20,034 New
PGFC
64
Peapack-Gladstone Financial Corp
New Jersey
$442K -$63K -2,500 -13%
CCA
65
Clarity Capital Advisors
Florida
$407K – – –
PA
66
Parallel Advisors
California
$393K – – –
Mariner
67
Mariner
Kansas
$365K +$17.1K +678 +5%
CWM
68
Collaborative Wealth Management
Florida
$362K – – –
AMG
69
Asset Management Group
Connecticut
$347K +$8.19K +325 +3%
FWA
70
FSC Wealth Advisors
New York
$327K +$315K +12,504 New
SIS
71
Strategic Investment Solutions
Illinois
$315K -$27.7K -1,098 -8%
SHJ
72
Sharkey, Howes & Javer
Colorado
$314K -$31.2K -1,236 -9%
TWM
73
Tradition Wealth Management
Minnesota
$306K +$32K +1,271 +12%
PAS
74
Park Avenue Securities
New York
$303K +$27.1K +1,075 +10%
BWP
75
Balboa Wealth Partners
Arizona
$301K +$39.1K +1,553 +16%
1 2
3
4 5

SCHY Hedge Fund Activity: Q3 2024 in Review

124 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Schwab International Dividend Equity ETF (SCHY) for Q3 2024, worth a combined $238M — down 5.2% from $251M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new SCHY positions and 12 closed out — a net gain of 5 holders — while 47 added to existing stakes and 40 trimmed.

The largest buyer was Cresset Asset Management, adding an estimated $5.82M. The largest seller was Charles Schwab, exiting entirely with an estimated $24.7M sold.

  • 124 institutional investors held Schwab International Dividend Equity ETF (SCHY) as of Q3 2024, up from 119 in Q2 2024.
  • Funds reported $238M of Schwab International Dividend Equity ETF stock for Q3 2024, down 5.2% quarter-over-quarter.
  • 17 funds opened new Schwab International Dividend Equity ETF positions in Q3 2024 and 12 closed out, a net change of +5 holders.
  • The largest Schwab International Dividend Equity ETF buyer in Q3 2024 was Cresset Asset Management, an estimated $5.82M added.
  • The largest Schwab International Dividend Equity ETF seller in Q3 2024 was Charles Schwab, an estimated $24.7M sold.

Based on aggregated 13F filings for Q3 2024.