We are live on ! Find out more
SCHY icon

Schwab International Dividend Equity ETF

108 hedge funds and large institutions have $263M invested in Schwab International Dividend Equity ETF in 2024 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 28 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 28

58% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 12

5% more funds holding

Funds holding: 103108 (+5)

2% less ownership

Funds ownership: 35.44%33.44% (-2%)

7% less capital invested

Capital invested by funds: $281M → $263M (-$18.4M)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
108
Holders Change
+5
Holders Change %
+4.85%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
19
Increased
47
Reduced
28
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSG
101
Main Street Group
Virginia
$5.06K +$49 +2 +1%
CIAS
102
Capital Investment Advisory Services
North Carolina
$4.85K
Simplex Trading
103
Simplex Trading
Illinois
$4K +$4.23K +174 New
GWANC
104
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.52K
AA
105
AlphaMark Advisors
Kentucky
$3K
KFS
106
Kelly Financial Services
Massachusetts
$24 +$24 +1 New
Wells Fargo
107
Wells Fargo
California
$23 +$24 +1 New
RWA
108
Redhawk Wealth Advisors
Minnesota
-$2.07M -84,220 Closed
WANY
109
Wealthspire Advisors (New York)
New York
-$599K -24,375 Closed
AWM
110
Axxcess Wealth Management
California
-$510K -20,752 Closed
Susquehanna International Group
111
Susquehanna International Group
Pennsylvania
-$492K -19,989 Closed
BCM
112
Brookstone Capital Management
Illinois
-$357K -14,501 Closed
BF
113
Brogan Financial
Tennessee
-$266K -10,820 Closed
RDWM
114
Red Door Wealth Management
Tennessee
-$209K -8,500 Closed
OAM
115
Oppenheimer Asset Management
New York
-$203K -8,242 Closed
ASN
116
Advisory Services Network
Georgia
-$140K -5,705 Closed
SA
117
Scarborough Advisors
Maryland
-$40.8K -1,659 Closed
TFGT
118
TS Financial Group (TSFG)
Illinois
-$34K -1,400 Closed
PCA
119
Providence Capital Advisors
North Carolina
-$24.2K -985 Closed
HFS
120
Hantz Financial Services
Michigan
+$24 +1 New

SCHY Hedge Fund Activity: Q1 2024 in Review

108 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Schwab International Dividend Equity ETF (SCHY) for Q1 2024, worth a combined $263M — down 6.6% from $281M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SCHY positions and 12 closed out — a net gain of 7 holders — while 47 added to existing stakes and 28 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $6.49M. The largest seller was Jane Street, cutting an estimated $14.8M.

  • 108 institutional investors held Schwab International Dividend Equity ETF (SCHY) as of Q1 2024, up from 103 in Q4 2023.
  • Funds reported $263M of Schwab International Dividend Equity ETF stock for Q1 2024, down 6.6% quarter-over-quarter.
  • 19 funds opened new Schwab International Dividend Equity ETF positions in Q1 2024 and 12 closed out, a net change of +7 holders.
  • The largest Schwab International Dividend Equity ETF buyer in Q1 2024 was Envestnet Asset Management, an estimated $6.49M added.
  • The largest Schwab International Dividend Equity ETF seller in Q1 2024 was Jane Street, an estimated $14.8M sold.

Based on aggregated 13F filings for Q1 2024.