Schwab International Dividend Equity ETF
SCHY
78 hedge funds and large institutions have $224M invested in Schwab International Dividend Equity ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 31 increasing their positions, 19 reducing their positions, and 6 closing their positions.
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
63% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 19
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
7% more funds holding
Funds holding: 73 → 78 (+5)
5% more capital invested
Capital invested by funds: $212M → $224M (+$11.6M)
7.34% less ownership
Funds ownership: 39.48% → 32.14% (-7.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$19.7M |
| 2 |
V
Veritable
Wilmington,
Delaware
|
+$6.89M |
| 3 |
MCA
Magnolia Capital Advisors
Jackson,
Mississippi
|
+$6.01M |
| 4 |
SFA
Souders Financial Advisors
Cincinnati,
Ohio
|
+$5.74M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$5.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$49.9M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$4.66M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$2.46M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.78M |
| 5 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$1.47M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
76
Allworth Financial
Folsom,
California
| $1.89K | +$1.86K | +80 | New |
|
77
Commonwealth Equity Services
Waltham,
Massachusetts
| $1.03K | +$429K | +18,422 | +73% |
|
|
CSWM
78
Cassady Schiller Wealth Management
Cincinnati,
Ohio
| $591 | – | – | – |
|
|
OMC
79
Old Mission Capital
Chicago,
Illinois
| – | -$2.46M | -109,722 | Closed |
|
|
SFS
80
Sowell Financial Services
North Little Rock,
Arkansas
| – | -$1.47M | -65,504 | Closed |
|
|
APA
81
Astoria Portfolio Advisors
New York
| – | -$968K | -40,528 | Closed |
|
82
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$62.8K | -2,800 | Closed |
|
83
Fidelity Investments
Boston,
Massachusetts
| – | -$58.3K | -2,600 | Closed |
|
|
MS
84
Madden Securities
Dallas,
Texas
| – | -$30K | -1,340 | Closed |
|
SCHY Hedge Fund Activity: Q1 2023 in Review
78 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Schwab International Dividend Equity ETF (SCHY) for Q1 2023, worth a combined $224M — up 5.5% from $212M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new SCHY positions and 6 closed out — a net gain of 7 holders — while 31 added to existing stakes and 19 trimmed.
The largest buyer was JP Morgan Private Wealth Advisors, adding an estimated $19.7M. The largest seller was Jane Street, cutting an estimated $49.9M.
- 78 institutional investors held Schwab International Dividend Equity ETF (SCHY) as of Q1 2023, up from 73 in Q4 2022.
- Funds reported $224M of Schwab International Dividend Equity ETF stock for Q1 2023, up 5.5% quarter-over-quarter.
- 13 funds opened new Schwab International Dividend Equity ETF positions in Q1 2023 and 6 closed out, a net change of +7 holders.
- The largest Schwab International Dividend Equity ETF buyer in Q1 2023 was JP Morgan Private Wealth Advisors, an estimated $19.7M added.
- The largest Schwab International Dividend Equity ETF seller in Q1 2023 was Jane Street, an estimated $49.9M sold.
Based on aggregated 13F filings for Q1 2023.