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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$26M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$4.04M |
| 3 |
IF
IRON Financial
Northbrook,
Illinois
|
+$2.28M |
| 4 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$2.2M |
| 5 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
+$2.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
-$34.1M |
| 2 |
MAM
McCarthy Asset Management
Redwood Shores,
California
|
-$5.33M |
| 3 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$3.52M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$2.46M |
| 5 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
-$1.54M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACA
101
Aptus Capital Advisors
Fairhope,
Alabama
| $3.57K | +$3.39K | +145 | New |
|
|
GWANC
102
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
| $3.57K | +$3.39K | +145 | New |
|
|
AA
103
AlphaMark Advisors
Ft. Wright,
Kentucky
| $3K | – | – | – |
|
|
MAM
104
McCarthy Asset Management
Redwood Shores,
California
| – | -$5.33M | -231,890 | Closed |
|
|
FFN
105
Focus Financial Network
Minneapolis,
Minnesota
| – | -$1.54M | -67,002 | Closed |
|
|
HIM
106
Harbour Investment Management
Edmonds,
Washington
| – | -$1.05M | -45,815 | Closed |
|
|
CWA
107
Canvas Wealth Advisors
Shawnee,
Kansas
| – | -$297K | -13,367 | Closed |
|
|
PA
108
Parallel Advisors
San Francisco,
California
| – | -$35.9K | -1,559 | Closed |
|
109
Wells Fargo
San Francisco,
California
| – | -$18.6K | -810 | Closed |
|
|
SSWM
110
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| – | -$11.3K | -493 | Closed |
|
|
MAWA
111
Moss Adams Wealth Advisors
Seattle,
Washington
| – | -$7.34K | -319 | Closed |
|
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.