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Schwab International Dividend Equity ETF
SCHY

103 hedge funds and large institutions have $281M invested in Schwab International Dividend Equity ETF in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 31 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

238% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 8

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

20% more funds holding

Funds holding: 86 → 103 (+17)

7% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 29

4% more capital invested

Capital invested by funds: $270M → $281M (+$11.3M)

0.98% less ownership

Funds ownership: 36.41% → 35.44% (-0.98%)

Holders
103
Holders Change
+17
Holders Change %
+19.77%
% of All Funds
1.5%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
27
Increased
31
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$26M
2
Citadel Advisors
Citadel Advisors
Florida
+$4.04M
3
IF
IRON Financial
Illinois
+$2.28M
4
WA
Waverly Advisors
Alabama
+$2.2M
5
CAM
Cresset Asset Management
Illinois
+$2.01M

Top Sellers

Rank Fund Capital Flow
1
SIS
Strategic Investment Solutions
Illinois
-$34.1M
2
MAM
McCarthy Asset Management
California
-$5.33M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$3.52M
4
Bank of America
Bank of America
North Carolina
-$2.46M
5
FFN
Focus Financial Network
Minnesota
-$1.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
76
Avantax Advisory Services
Texas
$272K -$23.4K -1,000 -8%
BF
77
Brogan Financial
Tennessee
$266K +$253K +10,820 New
BWP
78
Balboa Wealth Partners
Arizona
$244K – – –
Mariner
79
Mariner
Kansas
$236K +$224K +9,601 New
Morgan Stanley
80
Morgan Stanley
New York
$227K +$108K +4,615 +100%
RDWM
81
Red Door Wealth Management
Tennessee
$209K +$199K +8,500 New
OAM
82
Oppenheimer Asset Management
New York
$203K +$192K +8,242 New
BGAI
83
Bruce G. Allen Investments
Colorado
$188K +$178K +7,639 New
MIA
84
Milestone Investment Advisors
Wisconsin
$180K – – –
ASN
85
Advisory Services Network
Georgia
$140K +$133K +5,705 New
BWL
86
Bogart Wealth LLC
Virginia
$103K -$234 -10 -0.2%
PFBT
87
Parkside Financial Bank & Trust
Missouri
$98.4K +$93.4K +4,000 New
NA
88
NewEdge Advisors
Louisiana
$84.2K – – –
UBS Group
89
UBS Group
Switzerland
$83.2K +$72.3K +3,097 +1,079%
AIM
90
Anchor Investment Management
South Carolina
$56.5K +$3.9K +167 +8%
AF
91
Advisornet Financial
Minnesota
$44.4K +$17.2K +736 +69%
SA
92
Scarborough Advisors
Maryland
$40.8K +$38.7K +1,659 New
TFGT
93
TS Financial Group (TSFG)
Illinois
$34K – – –
SSB
94
Sandy Spring Bank
Maryland
$31.2K – – –
PCA
95
Providence Capital Advisors
North Carolina
$24.2K +$23K +985 New
CMBA
96
C.M. Bidwell & Associates
Hawaii
$23.6K – – –
Fidelity Investments
97
Fidelity Investments
Massachusetts
$18.3K +$17.4K +746 New
CSC
98
Caldwell Sutter Capital
California
$10.5K +$10K +428 New
MSG
99
Main Street Group
Virginia
$5.12K +$4.86K +208 New
CIAS
100
Capital Investment Advisory Services
North Carolina
$4.92K – – –
1 2 3
4
5

SCHY Hedge Fund Activity: Q4 2023 in Review

103 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Schwab International Dividend Equity ETF (SCHY) for Q4 2023, worth a combined $281M — up 4.2% from $270M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new SCHY positions and 8 closed out — a net gain of 19 holders — while 31 added to existing stakes and 29 trimmed.

The largest buyer was Jane Street, adding an estimated $26M. The largest seller was Strategic Investment Solutions, cutting an estimated $34.1M.

  • 103 institutional investors held Schwab International Dividend Equity ETF (SCHY) as of Q4 2023, up from 86 in Q3 2023.
  • Funds reported $281M of Schwab International Dividend Equity ETF stock for Q4 2023, up 4.2% quarter-over-quarter.
  • 27 funds opened new Schwab International Dividend Equity ETF positions in Q4 2023 and 8 closed out, a net change of +19 holders.
  • The largest Schwab International Dividend Equity ETF buyer in Q4 2023 was Jane Street, an estimated $26M added.
  • The largest Schwab International Dividend Equity ETF seller in Q4 2023 was Strategic Investment Solutions, an estimated $34.1M sold.

Based on aggregated 13F filings for Q4 2023.