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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
SAG
26
SageView Advisory Group
California
$81.9M +$3.96M +224,244 +5%
UCFA
27
United Capital Financial Advisors
Texas
$77.2M -$1.39M -78,460 -2%
TI
28
Truepoint Inc
Ohio
$75.6M -$1.43M -80,736 -2%
OWM
29
Orgel Wealth Management
Wisconsin
$75.3M +$1.65M +93,282 +2%
CAM
30
Cresset Asset Management
Illinois
$73.9M +$239K +13,502 +0.3%
GAM
31
Gemmer Asset Management
California
$72.7M +$1.56M +88,434 +2%
LPL Financial
32
LPL Financial
California
$72M +$9.11M +515,840 +14%
CC
33
Callan Capital
California
$71.7M +$7.17M +405,890 +11%
MTC
34
Matrix Trust Company
Colorado
$67M +$1.95M +110,408 +3%
FEG
35
Fund Evaluation Group
Ohio
$66.2M +$1.52M +86,198 +2%
JFG
36
JMG Financial Group
Illinois
$65.6M +$2.62M +148,188 +4%
BFEC
37
Benjamin F. Edwards & Company
Missouri
$65.4M +$2.44M +138,358 +4%
CL
38
Choreo LLC
Illinois
$59.8M -$259K -14,676 -0.4%
Wells Fargo
39
Wells Fargo
California
$57M +$5.73M +324,478 +11%
SFG
40
SNS Financial Group
Minnesota
$53.2M +$937K +53,068 +2%
UBS Group
41
UBS Group
Switzerland
$52.7M +$2.67M +151,212 +5%
KF
42
Krilogy Financial
Missouri
$52.7M +$1.79M +101,462 +3%
LSAG
43
Lake Street Advisors Group
New Hampshire
$52.5M -$1.5M -84,954 -3%
SIS
44
Strategic Investment Solutions
Illinois
$51M +$50.2M +2,839,242 +6,190%
FM
45
Foster & Motley
Ohio
$48.2M +$985K +55,786 +2%
OIA
46
OneDigital Investment Advisors
Kansas
$47.9M -$41.9M -2,374,266 -46%
AWM
47
AE Wealth Management
Kansas
$46.4M +$10.7M +604,126 +28%
MMA
48
Miracle Mile Advisors
California
$45.6M +$628K +35,576 +1%
MGIA
49
Moneta Group Investment Advisors
Missouri
$44M +$1.92M +108,768 +4%
FC
50
Financial Consulate
Maryland
$42.9M -$924K -52,332 -2%

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.