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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
+$5.82M |
| 2 |
MWM
Modern Wealth Management
Lenexa,
Kansas
|
+$3.32M |
| 3 |
IF
IRON Financial
Northbrook,
Illinois
|
+$1.3M |
| 4 |
LWM
LongView Wealth Management
Atlanta,
Georgia
|
+$721K |
| 5 |
SA
Sanctuary Advisors
Indianapolis,
Indiana
|
+$505K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$24.7M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$5.35M |
| 3 |
Jane Street
New York
|
-$5.18M |
| 4 |
BI
Berkeley Inc
Boise,
Idaho
|
-$2.47M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$2.09M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GS
126
GTS Securities
New York
| – | -$1.14M | -48,575 | Closed |
|
|
FTUS
127
Flow Traders U.S.
New York
| – | -$876K | -37,150 | Closed |
|
|
OMC
128
Old Mission Capital
Chicago,
Illinois
| – | -$639K | -27,122 | Closed |
|
|
CA
129
Cambridge Advisors
Omaha,
Nebraska
| – | -$237K | -10,050 | Closed |
|
|
SN
130
Sittner & Nelson
Eugene,
Oregon
| – | -$92.8K | -3,937 | Closed |
|
|
IAIM
131
International Assets Investment Management
Orlando,
Florida
| – | -$43.4K | -1,840 | Closed |
|
|
RWMG
132
Redwood Wealth Management Group
Medford,
New Jersey
| – | -$7.07K | -300 | Closed |
|
|
KFS
133
Kelly Financial Services
Braintree,
Massachusetts
| – | -$2.26K | -96 | Closed |
|
|
CFD
134
Creative Financial Designs
Kokomo,
Indiana
| – | -$1.23K | -52 | Closed |
|
135
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$227 | +9 | New |
|
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.