Schwab International Dividend Equity ETF
SCHY
134 hedge funds and large institutions have $232M invested in Schwab International Dividend Equity ETF in 2024 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 50 increasing their positions, 38 reducing their positions, and 18 closing their positions.
61% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 18
32% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 38
7% more funds holding
Funds holding: 125 → 134 (+9)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
4% less capital invested
Capital invested by funds: $241M → $232M (-$9.47M)
1.12% less ownership
Funds ownership: 30.42% → 29.3% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$6.89M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.84M |
| 3 |
Jane Street
New York
|
+$6.14M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$3.92M |
| 5 |
AssetMark Inc
Concord,
California
|
+$3.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFA
Souders Financial Advisors
Cincinnati,
Ohio
|
-$9.83M |
| 2 |
SAM
Summit Asset Management
Memphis,
Tennessee
|
-$4.21M |
| 3 |
KBFS
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
-$2.7M |
| 4 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
-$2.42M |
| 5 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$1.49M |
SCHY Hedge Fund Activity: Q4 2024 in Review
134 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Schwab International Dividend Equity ETF (SCHY) for Q4 2024, worth a combined $232M — down 3.9% from $241M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new SCHY positions and 18 closed out — a net gain of 11 holders — while 50 added to existing stakes and 38 trimmed.
The largest buyer was LPL Financial, adding an estimated $6.89M. The largest seller was Souders Financial Advisors, cutting an estimated $9.83M.
- 134 institutional investors held Schwab International Dividend Equity ETF (SCHY) as of Q4 2024, up from 125 in Q3 2024.
- Funds reported $232M of Schwab International Dividend Equity ETF stock for Q4 2024, down 3.9% quarter-over-quarter.
- 29 funds opened new Schwab International Dividend Equity ETF positions in Q4 2024 and 18 closed out, a net change of +11 holders.
- The largest Schwab International Dividend Equity ETF buyer in Q4 2024 was LPL Financial, an estimated $6.89M added.
- The largest Schwab International Dividend Equity ETF seller in Q4 2024 was Souders Financial Advisors, an estimated $9.83M sold.
Based on aggregated 13F filings for Q4 2024.