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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
IAN
451
Integrated Advisors Network
Texas
$1.39M -$251K -14,208 -15%
WIM
452
Warwick Investment Management
Texas
$1.39M +$77.6K +4,394 +6%
Natixis Advisors
453
Natixis Advisors
Massachusetts
$1.39M +$107K +6,042 +8%
NP
454
NorthRock Partners
Minnesota
$1.38M +$1.44M +81,234 New
SIG
455
Spinnaker Investment Group
California
$1.38M -$125K -7,064 -8%
Stifel Financial
456
Stifel Financial
Missouri
$1.38M -$85.6K -4,846 -6%
CA
457
Cambridge Advisors
Nebraska
$1.37M +$44.9K +2,542 +3%
DIS
458
Diversified Investment Strategies
Louisiana
$1.36M -$34.7K -1,964 -2%
IAA
459
Independent Advisor Alliance
North Carolina
$1.34M -$239K -13,520 -15%
AIM
460
Aspen Investment Management
Michigan
$1.33M -$36.7K -2,078 -3%
WWM
461
WT Wealth Management
Arizona
$1.33M -$37.1K -2,102 -3%
KFP
462
KMG Fiduciary Partners
Ohio
$1.32M
CSWM
463
Cassady Schiller Wealth Management
Ohio
$1.32M -$6.08K -344 -0.4%
PSCM
464
Per Stirling Capital Management
Texas
$1.32M +$46.7K +2,642 +4%
SPIA
465
Steward Partners Investment Advisory
New York
$1.31M -$119K -6,760 -8%
PCMF
466
Private Capital Management (Florida)
Florida
$1.31M +$91.5K +5,180 +7%
DWT
467
Dorsey & Whitney Trust
South Dakota
$1.29M -$954 -54 -0.1%
SFG
468
SevenBridge Financial Group
Pennsylvania
$1.29M -$30.7K -1,736 -2%
BCI
469
Brinker Capital Investments
Pennsylvania
$1.29M -$303K -17,152 -18%
OPS
470
Orion Portfolio Solutions
Nebraska
$1.29M -$303K -17,152 -18%
OFA
471
Oak Family Advisors
Illinois
$1.28M -$30.9K -1,750 -2%
LJAC
472
L.J. Altfest & Co
New York
$1.28M -$124K -7,046 -9%
GSAM
473
Grant Street Asset Management
Pennsylvania
$1.27M +$15.4K +870 +1%
CPP
474
Capasso Planning Partners
South Carolina
$1.26M -$135K -7,644 -9%
AIP
475
Ameritas Investment Partners
Nebraska
$1.26M -$1.06K -60 -0.1%

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.