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Schwab International Equity ETF

1,009 hedge funds and large institutions have $23.9B invested in Schwab International Equity ETF in 2023 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 421 increasing their positions, 362 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

641% more call options, than puts

Call options by funds: $2.44M | Put options by funds: $329K

28% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 53

16% more repeat investments, than reductions

Existing positions increased: 421 | Existing positions reduced: 362

0% more funds holding

Funds holding: 1,0091,009 (0)

3% less capital invested

Capital invested by funds: $24.7B → $23.9B (-$830M)

1.11% less ownership

Funds ownership: 157.03%155.92% (-1.1%)

6% less funds holding in top 10

Funds holding in top 10: 143135 (-8)

Holders
1,009
Holders Change
Holders Change %
0%
% of All Funds
16.01%
Holding in Top 10
135
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-5.59%
% of All Funds
2.14%
New
68
Increased
421
Reduced
362
Closed
53
Calls
$2.44M
Puts
$329K
Net Calls
+$2.11M
Net Calls Change
+$1.27M
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
251
Summit Financial Strategies
Ohio
$5.27M +$34.1K +1,932 +0.6%
AF
252
Allworth Financial
California
$5.25M +$268K +15,172 +5%
SA
253
Strategic Advocates
Utah
$5.2M +$5.41M +306,060 New
PA
254
Parallel Advisors
California
$5.17M +$508K +28,738 +10%
MWM
255
Meridian Wealth Management
Kentucky
$5.14M +$2.36M +133,558 +79%
ACA
256
Ascension Capital Advisors
Texas
$5.03M -$10.4K -586 -0.2%
RPGK
257
Retirement Planning Group (Kansas)
Kansas
$4.99M +$86.9K +4,918 +2%
AI
258
Atria Investments
North Carolina
$4.99M +$217K +12,284 +4%
WFA
259
Wade Financial Advisory
California
$4.94M -$309K -17,518 -6%
PCWA
260
Pacific Capital Wealth Advisors
California
$4.93M +$11.3K +638 +0.2%
RF
261
RHS Financial
California
$4.89M +$500K +28,316 +11%
WSTAM
262
Wilbanks Smith & Thomas Asset Management
Virginia
$4.85M -$264K -14,968 -5%
GC
263
Grimes & Company
Massachusetts
$4.84M -$73.6K -4,168 -1%
CAN
264
Cetera Advisor Networks
California
$4.82M +$56.3K +3,186 +1%
NDSI
265
Newman Dignan & Sheerar Inc
Rhode Island
$4.78M +$37.9K +2,148 +0.8%
CAAM
266
Cornerstone Advisors Asset Management
Pennsylvania
$4.73M
FWA
267
FSM Wealth Advisors
Ohio
$4.7M +$680K +38,492 +16%
ACM
268
Armbruster Capital Management
New York
$4.63M -$49.2K -2,784 -1%
JCM
269
Jacobsen Capital Management
Utah
$4.62M +$43.7K +2,476 +0.9%
CCM
270
Carlson Capital Management
Minnesota
$4.58M +$195K +11,040 +4%
CI
271
CX Institutional
Indiana
$4.54M +$818K +46,308 +21%
VA
272
Valmark Advisers
Ohio
$4.53M +$2.57M +145,508 +120%
VFIC
273
Valley Forge Investment Consultants
Pennsylvania
$4.5M +$358K +20,244 +8%
WAM
274
Weinberger Asset Management
California
$4.5M +$241K +13,652 +5%
CWM
275
Congress Wealth Management
Massachusetts
$4.45M -$1.28M -72,222 -22%

SCHF Hedge Fund Activity: Q3 2023 in Review

1,009 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Schwab International Equity ETF (SCHF) for Q3 2023, worth a combined $23.9B — down 3.4% from $24.7B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new SCHF positions and 53 closed out — a net gain of 15 holders — while 421 added to existing stakes and 362 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $145M. The largest seller was Bishop & Co Investment Management, exiting entirely with an estimated $181M sold.

  • 1,009 institutional investors held Schwab International Equity ETF (SCHF) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $23.9B of Schwab International Equity ETF stock for Q3 2023, down 3.4% quarter-over-quarter.
  • 68 funds opened new Schwab International Equity ETF positions in Q3 2023 and 53 closed out, a net change of +15 holders.
  • The largest Schwab International Equity ETF buyer in Q3 2023 was Northwestern Mutual Wealth Management, an estimated $145M added.
  • The largest Schwab International Equity ETF seller in Q3 2023 was Bishop & Co Investment Management, an estimated $181M sold.

Based on aggregated 13F filings for Q3 2023.