Schwab International Dividend Equity ETF
SCHY
87 hedge funds and large institutions have $271M invested in Schwab International Dividend Equity ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 30 reducing their positions, and 8 closing their positions.
63% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 8
13% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 30
8% more capital invested
Capital invested by funds: $251M → $271M (+$19.9M)
4% more funds holding
Funds holding: 84 → 87 (+3)
3.04% more ownership
Funds ownership: 33.53% → 36.57% (+3%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
+$34.7M |
| 2 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
+$8.97M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$3.51M |
| 4 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
+$1.95M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$1.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCA
Magnolia Capital Advisors
Jackson,
Mississippi
|
-$5.94M |
| 2 |
Jane Street
New York
|
-$4.01M |
| 3 |
BFS
Bard Financial Services
Branford,
Connecticut
|
-$1.73M |
| 4 |
BMCM
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
-$1.55M |
| 5 |
Charles Schwab
San Francisco,
California
|
-$1.21M |
SCHY Hedge Fund Activity: Q3 2023 in Review
87 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Schwab International Dividend Equity ETF (SCHY) for Q3 2023, worth a combined $271M — up 7.9% from $251M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new SCHY positions and 8 closed out — a net gain of 5 holders — while 34 added to existing stakes and 30 trimmed.
The largest buyer was Strategic Investment Solutions, adding an estimated $34.7M. The largest seller was Magnolia Capital Advisors, exiting entirely with an estimated $5.94M sold.
- 87 institutional investors held Schwab International Dividend Equity ETF (SCHY) as of Q3 2023, up from 84 in Q2 2023.
- Funds reported $271M of Schwab International Dividend Equity ETF stock for Q3 2023, up 7.9% quarter-over-quarter.
- 13 funds opened new Schwab International Dividend Equity ETF positions in Q3 2023 and 8 closed out, a net change of +5 holders.
- The largest Schwab International Dividend Equity ETF buyer in Q3 2023 was Strategic Investment Solutions, an estimated $34.7M added.
- The largest Schwab International Dividend Equity ETF seller in Q3 2023 was Magnolia Capital Advisors, an estimated $5.94M sold.
Based on aggregated 13F filings for Q3 2023.