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Schwab International Equity ETF

863 hedge funds and large institutions have $20.6B invested in Schwab International Equity ETF in 2021 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 387 increasing their positions, 289 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 34

34% more repeat investments, than reductions

Existing positions increased: 387 | Existing positions reduced: 289

2% more funds holding

Funds holding: 847863 (+16)

2% more capital invested

Capital invested by funds: $20.1B → $20.6B (+$414M)

1% more funds holding in top 10

Funds holding in top 10: 122123 (+1)

0.34% more ownership

Funds ownership: 148.91%149.25% (+0.34%)

Holders
863
Holders Change
+16
Holders Change %
+1.89%
% of All Funds
15.11%
Holding in Top 10
123
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.82%
% of All Funds
2.15%
New
62
Increased
387
Reduced
289
Closed
34
Calls
$875K
Puts
Net Calls
+$875K
Net Calls Change
+$603K
Name Holding Trade Value Shares
Change
Change in
Stake
ML
26
McAdam LLC
Pennsylvania
$66.5M +$5.42M +272,258 +9%
JIP
27
JBJ Investment Partners
South Carolina
$65.8M +$1.46M +73,172 +2%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$64.4M +$18.4M +927,034 +39%
CC
29
Callan Capital
California
$62.5M +$5.8M +291,346 +10%
AA
30
Apriem Advisors
California
$57.3M +$2.51M +126,342 +4%
KF
31
Krilogy Financial
Missouri
$56.4M +$488K +24,540 +0.8%
SFG
32
SNS Financial Group
Minnesota
$52.1M +$5.63M +282,974 +12%
BWM
33
BerganKDV Wealth Management
Minnesota
$48.5M +$1.21M +60,836 +2%
FM
34
Foster & Motley
Ohio
$48.4M +$1.56M +78,544 +3%
LSAG
35
Lake Street Advisors Group
New Hampshire
$48.2M -$1.89M -94,948 -4%
BOPW
36
Brandywine Oak Private Wealth
Pennsylvania
$44M +$21M +1,054,800 +87%
TI
37
Truepoint Inc
Ohio
$43.7M -$760K -38,198 -2%
UBS Group
38
UBS Group
Switzerland
$43M +$2.02M +101,702 +5%
APP
39
Avantax Planning Partners
Iowa
$43M +$4.38M +220,322 +11%
BFEC
40
Benjamin F. Edwards & Company
Missouri
$36.3M +$2.66M +133,512 +8%
EA
41
Evergreen Advisors
Tennessee
$36.1M +$1.31M +66,064 +4%
VWA
42
Visionary Wealth Advisors
Illinois
$36M +$779K +39,144 +2%
Wells Fargo
43
Wells Fargo
California
$35.9M +$1.29M +64,988 +4%
CL
44
Choreo LLC
Illinois
$34.8M +$1.14M +57,224 +3%
OCG
45
Opus Capital Group
Ohio
$34.1M +$1.45M +72,972 +4%
KBFS
46
Kohmann Bosshard Financial Services
Ohio
$33.4M +$2.54M +127,736 +8%
FWM
47
FFT Wealth Management
Pennsylvania
$33.2M +$34.1M +1,713,614 New
JFG
48
JMG Financial Group
Illinois
$33M +$927K +46,580 +3%
5L
49
55I LLC
Massachusetts
$33M +$1.17M +59,046 +4%
SFS
50
Summit Financial Strategies
Ohio
$32.8M +$1.82M +91,636 +6%

SCHF Hedge Fund Activity: Q3 2021 in Review

863 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Schwab International Equity ETF (SCHF) for Q3 2021, worth a combined $20.6B — up 2.1% from $20.1B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new SCHF positions and 34 closed out — a net gain of 28 holders — while 387 added to existing stakes and 289 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $193M. The largest seller was Financial Engines Advisors, cutting an estimated $83.5M.

  • 863 institutional investors held Schwab International Equity ETF (SCHF) as of Q3 2021, up from 847 in Q2 2021.
  • Funds reported $20.6B of Schwab International Equity ETF stock for Q3 2021, up 2.1% quarter-over-quarter.
  • 62 funds opened new Schwab International Equity ETF positions in Q3 2021 and 34 closed out, a net change of +28 holders.
  • The largest Schwab International Equity ETF buyer in Q3 2021 was Northwestern Mutual Wealth Management, an estimated $193M added.
  • The largest Schwab International Equity ETF seller in Q3 2021 was Financial Engines Advisors, an estimated $83.5M sold.

Based on aggregated 13F filings for Q3 2021.