Schwab International Dividend Equity ETF
SCHY
83 hedge funds and large institutions have $250M invested in Schwab International Dividend Equity ETF in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 21 reducing their positions, and 8 closing their positions.
81% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 21
63% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 8
12% more capital invested
Capital invested by funds: $224M → $250M (+$26M)
6% more funds holding
Funds holding: 78 → 83 (+5)
1.21% more ownership
Funds ownership: 32.14% → 33.35% (+1.2%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
+$36.3M |
| 2 |
SFA
Souders Financial Advisors
Cincinnati,
Ohio
|
+$3.83M |
| 3 |
EWA
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
+$2.83M |
| 4 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$2.09M |
| 5 |
V
Veritable
Wilmington,
Delaware
|
+$1.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$21.2M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$5.87M |
| 3 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
-$2.28M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.98M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.69M |
SCHY Hedge Fund Activity: Q2 2023 in Review
83 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Schwab International Dividend Equity ETF (SCHY) for Q2 2023, worth a combined $250M — up 12% from $224M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new SCHY positions and 8 closed out — a net gain of 5 holders — while 38 added to existing stakes and 21 trimmed.
The largest buyer was Cresset Asset Management, opening a new position worth an estimated $36.3M. The largest seller was JP Morgan Private Wealth Advisors, cutting an estimated $21.2M.
- 83 institutional investors held Schwab International Dividend Equity ETF (SCHY) as of Q2 2023, up from 78 in Q1 2023.
- Funds reported $250M of Schwab International Dividend Equity ETF stock for Q2 2023, up 12% quarter-over-quarter.
- 13 funds opened new Schwab International Dividend Equity ETF positions in Q2 2023 and 8 closed out, a net change of +5 holders.
- The largest Schwab International Dividend Equity ETF buyer in Q2 2023 was Cresset Asset Management, an estimated $36.3M added.
- The largest Schwab International Dividend Equity ETF seller in Q2 2023 was JP Morgan Private Wealth Advisors, an estimated $21.2M sold.
Based on aggregated 13F filings for Q2 2023.