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Schwab International Equity ETF

1,116 hedge funds and large institutions have $28.6B invested in Schwab International Equity ETF in 2024 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 416 increasing their positions, 436 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

314% more call options, than puts

Call options by funds: $2.15M | Put options by funds: $519K

34% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 65

6% more capital invested

Capital invested by funds: $26.9B → $28.6B (+$1.71B)

0% more funds holding

Funds holding: 1,1111,116 (+5)

5% less repeat investments, than reductions

Existing positions increased: 416 | Existing positions reduced: 436

3% less funds holding in top 10

Funds holding in top 10: 144139 (-5)

8.36% less ownership

Funds ownership: 162.61%154.25% (-8.4%)

Holders
1,116
Holders Change
+5
Holders Change %
+0.45%
% of All Funds
16.08%
Holding in Top 10
139
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-3.47%
% of All Funds
2%
New
87
Increased
416
Reduced
436
Closed
65
Calls
$2.15M
Puts
$519K
Net Calls
+$1.63M
Net Calls Change
+$104K
Name Holding Trade Value Shares
Change
Change in
Stake
R
26
Rebalance
California
$109M +$195K +10,410 +0.2%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$101M +$674K +36,072 +0.7%
LPL Financial
28
LPL Financial
California
$90M +$1.3M +69,356 +2%
Cerity Partners
29
Cerity Partners
New York
$86M -$1.01B -54,131,482 -92%
MMA
30
Miracle Mile Advisors
California
$83.8M +$12M +642,740 +18%
TI
31
Truepoint Inc
Ohio
$83.1M -$2.68M -143,178 -3%
CC
32
Callan Capital
California
$79.6M -$2.44M -130,404 -3%
FEG
33
Fund Evaluation Group
Ohio
$79.3M +$2.7M +144,256 +4%
Bank of America
34
Bank of America
North Carolina
$78.5M +$43.4M +2,324,040 +137%
JFG
35
JMG Financial Group
Illinois
$78.4M +$1.09M +58,554 +1%
Wells Fargo
36
Wells Fargo
California
$77.9M +$6.59M +352,348 +10%
GAM
37
Gemmer Asset Management
California
$76.4M -$8.49M -454,158 -10%
MTC
38
Matrix Trust Company
Colorado
$76.3M -$1.71M -91,570 -2%
BFEC
39
Benjamin F. Edwards & Company
Missouri
$76.3M -$1.57M -83,874 -2%
MGIA
40
Moneta Group Investment Advisors
Missouri
$67.2M +$10.6M +567,026 +20%
CL
41
Choreo LLC
Illinois
$67M -$1.35M -71,974 -2%
UBS Group
42
UBS Group
Switzerland
$66.7M +$3.71M +198,426 +6%
SFG
43
SNS Financial Group
Minnesota
$62.1M +$75 +4 +0%
FM
44
Foster & Motley
Ohio
$57.1M +$955K +51,108 +2%
LSAG
45
Lake Street Advisors Group
New Hampshire
$55.7M -$521K -27,848 -1%
UCFA
46
United Capital Financial Advisors
Texas
$55.6M -$4.76M -254,774 -8%
CST
47
Charles Schwab Trust
Nevada
$55M +$7.1M +379,878 +16%
OMC
48
Old Mission Capital
Illinois
$54.7M +$52.5M +2,806,166 New
FMWA
49
Forvis Mazars Wealth Advisors
Missouri
$52.7M +$3.37M +180,406 +7%
FC
50
Financial Consulate
Maryland
$50.6M +$480K +25,666 +1%

SCHF Hedge Fund Activity: Q1 2024 in Review

1,116 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Schwab International Equity ETF (SCHF) for Q1 2024, worth a combined $28.6B — up 6.4% from $26.9B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new SCHF positions and 65 closed out — a net gain of 22 holders — while 416 added to existing stakes and 436 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $207M. The largest seller was Cerity Partners, cutting an estimated $1.01B.

  • 1,116 institutional investors held Schwab International Equity ETF (SCHF) as of Q1 2024, up from 1,111 in Q4 2023.
  • Funds reported $28.6B of Schwab International Equity ETF stock for Q1 2024, up 6.4% quarter-over-quarter.
  • 87 funds opened new Schwab International Equity ETF positions in Q1 2024 and 65 closed out, a net change of +22 holders.
  • The largest Schwab International Equity ETF buyer in Q1 2024 was Northwestern Mutual Wealth Management, an estimated $207M added.
  • The largest Schwab International Equity ETF seller in Q1 2024 was Cerity Partners, an estimated $1.01B sold.

Based on aggregated 13F filings for Q1 2024.