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Schwab International Equity ETF

982 hedge funds and large institutions have $24.1B invested in Schwab International Equity ETF in 2022 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 401 increasing their positions, 355 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 58

26% more capital invested

Capital invested by funds: $19.2B → $24.1B (+$4.96B)

14% more funds holding in top 10

Funds holding in top 10: 122139 (+17)

13% more repeat investments, than reductions

Existing positions increased: 401 | Existing positions reduced: 355

9% more funds holding

Funds holding: 903982 (+79)

0.89% less ownership

Funds ownership: 162.32%161.42% (-0.89%)

Holders
982
Holders Change
+79
Holders Change %
+8.75%
% of All Funds
15.79%
Holding in Top 10
139
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+13.93%
% of All Funds
2.23%
New
155
Increased
401
Reduced
355
Closed
58
Calls
$4.08M
Puts
Net Calls
+$4.08M
Net Calls Change
+$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
26
OneDigital Investment Advisors
Kansas
$83.5M -$7.61M -487,106 -9%
UCFA
27
United Capital Financial Advisors
Texas
$79.1M -$3.63M -232,516 -5%
TF
28
TimeScale Financial
Massachusetts
$77.7M +$31 +2 +0%
TI
29
Truepoint Inc
Ohio
$76.4M +$8.9M +570,234 +14%
AWS
30
AJ Wealth Strategies
New York
$71.4M -$28.6M -1,830,998 -29%
ML
31
McAdam LLC
Pennsylvania
$71.3M -$11.6M -745,488 -17%
CAM
32
Cresset Asset Management
Illinois
$69.5M +$30.5M +1,954,968 +83%
OWM
33
Orgel Wealth Management
Wisconsin
$66.7M +$37.6M +2,407,564 +139%
GAM
34
Gemmer Asset Management
California
$61.6M +$2.53M +162,292 +4%
MTC
35
Matrix Trust Company
Colorado
$60.1M +$458K +29,348 +0.8%
JFG
36
JMG Financial Group
Illinois
$60.1M -$4.21M -269,740 -7%
CL
37
Choreo LLC
Illinois
$56.3M +$8.07M +516,804 +17%
CC
38
Callan Capital
California
$56.3M -$4.49M -287,278 -8%
MMA
39
Miracle Mile Advisors
California
$55.4M +$50.8M +3,252,014 +1,727%
BWM
40
BerganKDV Wealth Management
Minnesota
$53.4M -$1.71M -109,814 -3%
LPL Financial
41
LPL Financial
California
$52.4M -$33.9K -2,174 -0.1%
LSAG
42
Lake Street Advisors Group
New Hampshire
$49.8M +$317K +20,330 +0.7%
SFG
43
SNS Financial Group
Minnesota
$47.8M +$1.24M +79,718 +3%
KF
44
Krilogy Financial
Missouri
$47.2M -$3.54M -226,984 -7%
FM
45
Foster & Motley
Ohio
$46M -$2.12M -135,552 -5%
Bank of New York Mellon
46
Bank of New York Mellon
New York
$45M +$40.6M +2,603,090 +1,348%
UBS Group
47
UBS Group
Switzerland
$45M -$492K -31,512 -1%
BFEC
48
Benjamin F. Edwards & Company
Missouri
$44.5M +$720K +46,142 +2%
SAG
49
SageView Advisory Group
California
$43.7M +$42.4M +2,713,908 New
FTUS
50
Flow Traders U.S.
New York
$43.2M +$41.9M +2,683,532 New

SCHF Hedge Fund Activity: Q4 2022 in Review

982 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Schwab International Equity ETF (SCHF) for Q4 2022, worth a combined $24.1B — up 26% from $19.2B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new SCHF positions and 58 closed out — a net gain of 97 holders — while 401 added to existing stakes and 355 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $399M. The largest seller was Global Strategic Investment Solutions, cutting an estimated $324M.

  • 982 institutional investors held Schwab International Equity ETF (SCHF) as of Q4 2022, up from 903 in Q3 2022.
  • Funds reported $24.1B of Schwab International Equity ETF stock for Q4 2022, up 26% quarter-over-quarter.
  • 155 funds opened new Schwab International Equity ETF positions in Q4 2022 and 58 closed out, a net change of +97 holders.
  • The largest Schwab International Equity ETF buyer in Q4 2022 was Northwestern Mutual Wealth Management, an estimated $399M added.
  • The largest Schwab International Equity ETF seller in Q4 2022 was Global Strategic Investment Solutions, an estimated $324M sold.

Based on aggregated 13F filings for Q4 2022.