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Schwab International Dividend Equity ETF

119 hedge funds and large institutions have $266M invested in Schwab International Dividend Equity ETF in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 43 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

10% more capital invested

Capital invested by funds: $242M → $266M (+$24M)

0.32% less ownership

Funds ownership: 29.16%28.84% (-0.32%)

5% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 43

11% less funds holding

Funds holding: 133119 (-14)

44% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 27

Holders
119
Holders Change
-14
Holders Change %
-10.53%
% of All Funds
1.6%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
15
Increased
41
Reduced
43
Closed
27
Calls
$8K
Puts
Net Calls
+$8K
Net Calls Change
+$8K
Name Holding Trade Value Shares
Change
Change in
Stake
KFGG
51
Keystone Financial Group (Georgia)
Georgia
$803K -$268K -11,005 -27%
BMCM
52
Bryn Mawr Capital Management
Pennsylvania
$803K
PMG
53
ProVise Management Group
Florida
$798K -$21.9K -900 -3%
Citadel Advisors
54
Citadel Advisors
Florida
$674K -$65.8K -2,697 -9%
Morgan Stanley
55
Morgan Stanley
New York
$624K -$3.76M -154,136 -86%
M
56
MYeCFO
California
$616K +$80.1K +3,287 +16%
CPL
57
CAP Partners LLC
Tennessee
$566K -$13.9K -572 -3%
KAS
58
Kestra Advisory Services
Texas
$546K -$59.2K -2,430 -10%
PSCM
59
Per Stirling Capital Management
Texas
$533K -$27.5K -1,127 -5%
Cerity Partners
60
Cerity Partners
New York
$530K
VF
61
Vawter Financial
Ohio
$517K -$4.56K -187 -0.9%
AWA
62
Acorn Wealth Advisors
Michigan
$490K -$18.9K -777 -4%
PGFC
63
Peapack-Gladstone Financial Corp
New Jersey
$404K -$24.4K -1,000 -6%
CL
64
COWA LLC
Oklahoma
$403K -$449K -18,424 -54%
CCA
65
Clarity Capital Advisors
Florida
$395K
PA
66
Parallel Advisors
California
$381K
FWA
67
FSC Wealth Advisors
New York
$375K +$219K +8,995 +156%
CWM
68
Collaborative Wealth Management
Florida
$371K +$19K +781 +6%
TWM
69
Tradition Wealth Management
Minnesota
$347K +$24K +983 +8%
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$301K +$289K +11,860 New
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
$296K -$14.5M -595,435 -98%
ACA
72
Aptus Capital Advisors
Alabama
$295K +$72K +2,951 +34%
OAM
73
Oppenheimer Asset Management
New York
$290K +$1.95K +80 +0.7%
AAS
74
Avantax Advisory Services
Texas
$288K -$37.4K -1,534 -12%
Creative Planning
75
Creative Planning
Kansas
$259K +$18.9K +774 +8%

SCHY Hedge Fund Activity: Q1 2025 in Review

119 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Schwab International Dividend Equity ETF (SCHY) for Q1 2025, worth a combined $266M — up 10% from $242M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of SCHY and 15 opened new positions — a net loss of 12 holders — while 43 trimmed existing stakes and 41 added.

The largest buyer was Cresset Asset Management, adding an estimated $31.5M. The largest seller was Envestnet Asset Management, cutting an estimated $14.5M.

  • 119 institutional investors held Schwab International Dividend Equity ETF (SCHY) as of Q1 2025, down from 133 in Q4 2024.
  • Funds reported $266M of Schwab International Dividend Equity ETF stock for Q1 2025, up 10% quarter-over-quarter.
  • 15 funds opened new Schwab International Dividend Equity ETF positions in Q1 2025 and 27 closed out, a net change of -12 holders.
  • The largest Schwab International Dividend Equity ETF buyer in Q1 2025 was Cresset Asset Management, an estimated $31.5M added.
  • The largest Schwab International Dividend Equity ETF seller in Q1 2025 was Envestnet Asset Management, an estimated $14.5M sold.

Based on aggregated 13F filings for Q1 2025.