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Schwab International Dividend Equity ETF

119 hedge funds and large institutions have $266M invested in Schwab International Dividend Equity ETF in 2025 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 43 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

10% more capital invested

Capital invested by funds: $242M → $266M (+$24M)

0.32% less ownership

Funds ownership: 29.16%28.84% (-0.32%)

5% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 43

11% less funds holding

Funds holding: 133119 (-14)

44% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 27

Holders
119
Holders Change
-14
Holders Change %
-10.53%
% of All Funds
1.6%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
15
Increased
41
Reduced
43
Closed
27
Calls
$8K
Puts
Net Calls
+$8K
Net Calls Change
+$8K
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1
Cresset Asset Management
Illinois
$80.5M +$31.5M +1,291,180 +69%
SAM
2
Summit Asset Management
Tennessee
$16.7M -$280K -11,471 -2%
HighTower Advisors
3
HighTower Advisors
Illinois
$12.3M +$10.8M +442,166 +1,068%
Osaic Holdings
4
Osaic Holdings
Arizona
$12.2M +$5.6M +229,758 +91%
LWM
5
LeConte Wealth Management
Tennessee
$10.5M +$10.1M +412,593 New
IF
6
IRON Financial
Illinois
$6.06M +$663K +27,193 +13%
AAIM
7
Asset Advisors Investment Management
Georgia
$6.02M -$160K -6,557 -3%
Bank of America
8
Bank of America
North Carolina
$5.76M +$2.21M +90,799 +67%
CST
9
Charles Schwab Trust
Nevada
$5.6M +$741K +30,400 +16%
LPL Financial
10
LPL Financial
California
$5.18M -$7.12M -292,124 -59%
MWG
11
Martin Worley Group
Utah
$4.33M +$38.2K +1,568 +0.9%
FMC
12
First Merchants Corp
Indiana
$4.19M -$265K -10,878 -6%
Stifel Financial
13
Stifel Financial
Missouri
$4.15M -$578K -23,713 -13%
MA
14
Mutual Advisors
Nebraska
$3.99M +$2.85M +116,726 +318%
LWM
15
LongView Wealth Management
Georgia
$3.98M +$118K +4,860 +3%
HA
16
Hamel Associates
New Jersey
$3.91M +$2.74M +112,225 +267%
MWM
17
Modern Wealth Management
Kansas
$3.75M +$209K +8,580 +6%
RSWM
18
Robertson Stephens Wealth Management
California
$3.53M +$135K +5,525 +4%
MCA
19
Magnolia Capital Advisors
Mississippi
$3.46M -$2.23M -91,440 -40%
MCM
20
MAI Capital Management
Ohio
$3.31M -$326K -13,389 -9%
IWC
21
Integrated Wealth Concepts
Massachusetts
$3.25M +$237K +9,701 +8%
RMF
22
Red Mountain Financial
Colorado
$3.23M +$37.6K +1,542 +1%
Jane Street
23
Jane Street
New York
$3.15M -$5.09M -208,873 -63%
Pathstone Holdings
24
Pathstone Holdings
New Jersey
$2.62M
FTUS
25
Flow Traders U.S.
New York
$2.59M +$2.49M +101,985 New

SCHY Hedge Fund Activity: Q1 2025 in Review

119 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Schwab International Dividend Equity ETF (SCHY) for Q1 2025, worth a combined $266M — up 10% from $242M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of SCHY and 15 opened new positions — a net loss of 12 holders — while 43 trimmed existing stakes and 41 added.

The largest buyer was Cresset Asset Management, adding an estimated $31.5M. The largest seller was Envestnet Asset Management, cutting an estimated $14.5M.

  • 119 institutional investors held Schwab International Dividend Equity ETF (SCHY) as of Q1 2025, down from 133 in Q4 2024.
  • Funds reported $266M of Schwab International Dividend Equity ETF stock for Q1 2025, up 10% quarter-over-quarter.
  • 15 funds opened new Schwab International Dividend Equity ETF positions in Q1 2025 and 27 closed out, a net change of -12 holders.
  • The largest Schwab International Dividend Equity ETF buyer in Q1 2025 was Cresset Asset Management, an estimated $31.5M added.
  • The largest Schwab International Dividend Equity ETF seller in Q1 2025 was Envestnet Asset Management, an estimated $14.5M sold.

Based on aggregated 13F filings for Q1 2025.