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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
CWA
76
Canvas Wealth Advisors
Kansas
$297K -$1.26K -50 -0.4%
AAS
77
Avantax Advisory Services
Texas
$290K +$3.28K +130 +1%
OAM
78
Oppenheimer Asset Management
New York
$283K +$21.7K +860 +9%
DOA
79
D'Orazio & Associates
Virginia
$283K -$463K -18,351 -63%
PCA
80
Prosperity Capital Advisors
Ohio
$270K +$260K +10,321 New
GT
81
Greenleaf Trust
Michigan
$267K +$257K +10,210 New
Creative Planning
82
Creative Planning
Kansas
$261K +$251K +9,966 New
OFG
83
Orcam Financial Group
California
$253K +$244K +9,682 New
PS
84
Principal Securities
Iowa
$239K -$32.3K -1,280 -12%
M
85
MOTCO
Texas
$236K – – –
ACA
86
Aptus Capital Advisors
Alabama
$231K -$14K -554 -6%
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$227K -$610K -24,208 -74%
CT
88
Colonial Trust
South Carolina
$210K +$4.44K +176 +2%
SPIA
89
Steward Partners Investment Advisory
New York
$180K +$7.99K +317 +5%
CA
90
CoreCap Advisors
Michigan
$161K +$155K +6,144 New
RTL
91
Red Tortoise LLC
Georgia
$151K +$70.1K +2,780 +93%
BGAI
92
Bruce G. Allen Investments
Colorado
$127K +$2.09K +83 +2%
HC
93
Hara Capital
Washington
$114K +$110K +4,370 New
JIP
94
Jaffetilchin Investment Partners
Florida
$99.3K +$95.7K +3,795 New
Fidelity Investments
95
Fidelity Investments
Massachusetts
$99.2K -$7.31K -290 -7%
NA
96
NewEdge Advisors
Louisiana
$91.5K +$1.81K +72 +2%
CSC
97
Caldwell Sutter Capital
California
$73.5K +$1.26K +50 +2%
UBS Group
98
UBS Group
Switzerland
$64.4K +$62K +2,459 New
CWP
99
Concord Wealth Partners
Virginia
$59.7K +$832 +33 +1%
CWC
100
Carolinas Wealth Consulting
North Carolina
$58K – – –
2 3
4
5 6

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.