We are live on ! Find out more
SCHY icon

Schwab International Dividend Equity ETF

119 hedge funds and large institutions have $251M invested in Schwab International Dividend Equity ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 41 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

10% more funds holding

Funds holding: 108119 (+11)

1.19% more ownership

Funds ownership: 33.44%34.63% (+1.2%)

5% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 41

4% less capital invested

Capital invested by funds: $263M → $251M (-$11.5M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $2K

Holders
119
Holders Change
+11
Holders Change %
+10.19%
% of All Funds
1.72%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
16
Increased
43
Reduced
41
Closed
5
Calls
Puts
$2K
Net Calls
-$2K
Net Calls Change
-$2K
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
76
Mariner
Kansas
$313K -$96.2K -3,997 -23%
SHJ
77
Sharkey, Howes & Javer
Colorado
$312K -$107K -4,451 -25%
AMG
78
Asset Management Group
Connecticut
$305K +$9.53K +396 +3%
CWA
79
Canvas Wealth Advisors
Kansas
$284K +$25.3K +1,050 +10%
AAS
80
Avantax Advisory Services
Texas
$259K +$5.3K +220 +2%
PAS
81
Park Avenue Securities
New York
$247K +$27K +1,120 +12%
PS
82
Principal Securities
Iowa
$246K -$42.1K -1,748 -14%
TWM
83
Tradition Wealth Management
Minnesota
$245K +$24.7K +1,028 +11%
CA
84
Cambridge Advisors
Nebraska
$237K -$30.1K -1,250 -11%
OAM
85
Oppenheimer Asset Management
New York
$235K +$240K +9,964 New
BWP
86
Balboa Wealth Partners
Arizona
$234K
ACA
87
Aptus Capital Advisors
Alabama
$221K +$12.2K +505 +6%
M
88
MOTCO
Texas
$212K +$217K +9,013 New
CT
89
Colonial Trust
South Carolina
$185K -$1.59K -66 -0.8%
SPIA
90
Steward Partners Investment Advisory
New York
$154K
BGAI
91
Bruce G. Allen Investments
Colorado
$112K +$1.28K +53 +1%
BWL
92
Bogart Wealth LLC
Virginia
$99K
Fidelity Investments
93
Fidelity Investments
Massachusetts
$96.2K +$60.2K +2,500 +158%
SN
94
Sittner & Nelson
Oregon
$92.8K +$94.8K +3,937 New
NA
95
NewEdge Advisors
Louisiana
$80.7K
RTL
96
Red Tortoise LLC
Georgia
$70.6K +$72.1K +2,995 New
CSC
97
Caldwell Sutter Capital
California
$65.1K +$35.3K +1,466 +113%
CWC
98
Carolinas Wealth Consulting
North Carolina
$53K -$2.36M -97,960 -98%
CWP
99
Concord Wealth Partners
Virginia
$53K
Comerica Bank
100
Comerica Bank
Texas
$46.6K +$47.5K +1,975 New

SCHY Hedge Fund Activity: Q2 2024 in Review

119 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Schwab International Dividend Equity ETF (SCHY) for Q2 2024, worth a combined $251M — down 4.4% from $263M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new SCHY positions and 5 closed out — a net gain of 11 holders — while 43 added to existing stakes and 41 trimmed.

The largest buyer was Magnolia Capital Advisors, opening a new position worth an estimated $5.69M. The largest seller was Jane Street, cutting an estimated $7.89M.

  • 119 institutional investors held Schwab International Dividend Equity ETF (SCHY) as of Q2 2024, up from 108 in Q1 2024.
  • Funds reported $251M of Schwab International Dividend Equity ETF stock for Q2 2024, down 4.4% quarter-over-quarter.
  • 16 funds opened new Schwab International Dividend Equity ETF positions in Q2 2024 and 5 closed out, a net change of +11 holders.
  • The largest Schwab International Dividend Equity ETF buyer in Q2 2024 was Magnolia Capital Advisors, an estimated $5.69M added.
  • The largest Schwab International Dividend Equity ETF seller in Q2 2024 was Jane Street, an estimated $7.89M sold.

Based on aggregated 13F filings for Q2 2024.