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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
124
Holders Change
+5
Holders Change %
+4.2%
% of All Funds
1.78%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
17
Increased
47
Reduced
40
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAM
Cresset Asset Management
Illinois
+$5.82M
2
MWM
Modern Wealth Management
Kansas
+$3.32M
3
IF
IRON Financial
Illinois
+$1.3M
4
LWM
LongView Wealth Management
Georgia
+$721K
5
SA
Sanctuary Advisors
Indiana
+$505K

Top Sellers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
-$24.7M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.35M
3
Jane Street
Jane Street
New York
-$5.18M
4
BI
Berkeley Inc
Idaho
-$2.47M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1
Cresset Asset Management
Illinois
$51.8M +$5.82M +230,868 +13%
SAM
2
Summit Asset Management
Tennessee
$22M +$341K +13,536 +2%
SFA
3
Souders Financial Advisors
Ohio
$13.7M -$413K -16,370 -3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$8.58M +$396K +15,726 +5%
KBFS
5
Kohmann Bosshard Financial Services
Ohio
$8.11M -$340K -13,502 -4%
Osaic Holdings
6
Osaic Holdings
Arizona
$6.72M +$178K +7,061 +3%
AAIM
7
Asset Advisors Investment Management
Georgia
$6.54M +$10.4K +411 +0.2%
LPL Financial
8
LPL Financial
California
$5.62M -$374K -14,857 -6%
MCA
9
Magnolia Capital Advisors
Mississippi
$5.46M -$697K -27,635 -12%
Stifel Financial
10
Stifel Financial
Missouri
$4.91M -$504K -19,999 -10%
PWP
11
Principle Wealth Partners
Connecticut
$4.77M -$453K -17,983 -9%
CST
12
Charles Schwab Trust
Nevada
$4.7M +$54.2K +2,151 +1%
IF
13
IRON Financial
Illinois
$4.54M +$1.3M +51,425 +42%
FMC
14
First Merchants Corp
Indiana
$4.42M +$194K +7,682 +5%
LWM
15
LongView Wealth Management
Georgia
$3.65M +$721K +28,624 +26%
MWM
16
Modern Wealth Management
Kansas
$3.45M +$3.32M +131,889 New
Morgan Stanley
17
Morgan Stanley
New York
$3.1M -$208K -8,271 -7%
RMF
18
Red Mountain Financial
Colorado
$3.04M +$158K +6,286 +6%
RSWM
19
Robertson Stephens Wealth Management
California
$2.98M +$217K +8,614 +8%
WA
20
Waverly Advisors
Alabama
$2.84M +$145K +5,744 +6%
MCM
21
MAI Capital Management
Ohio
$2.7M -$9.45K -375 -0.4%
Pathstone Holdings
22
Pathstone Holdings
New Jersey
$2.7M – – –
BI
23
Berkeley Inc
Idaho
$2.69M -$2.47M -97,820 -49%
Bank of America
24
Bank of America
North Carolina
$2.68M -$90.9K -3,606 -3%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$2.59M -$222K -8,800 -8%
1
2 3 4 5

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.