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Schwab International Equity ETF
SCHF

996 hedge funds and large institutions have $24.5B invested in Schwab International Equity ETF in 2023 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 373 increasing their positions, 398 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 46

4% more funds holding in top 10

Funds holding in top 10: 139 → 145 (+6)

1% more funds holding

Funds holding: 982 → 996 (+14)

1% more capital invested

Capital invested by funds: $24.1B → $24.5B (+$335M)

6% less repeat investments, than reductions

Existing positions increased: 373 | Existing positions reduced: 398

2.49% less ownership

Funds ownership: 161.42% → 158.94% (-2.5%)

Holders
996
Holders Change
+14
Holders Change %
+1.43%
% of All Funds
15.87%
Holding in Top 10
145
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+4.32%
% of All Funds
2.31%
New
81
Increased
373
Reduced
398
Closed
46
Calls
$1.18M
Puts
–
Net Calls
+$1.18M
Net Calls Change
-$2.9M

Top Buyers

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$175M
2
FEG
Fund Evaluation Group
Ohio
+$59.2M
3
APP
Avantax Planning Partners
Iowa
+$43.6M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$24.3M
5
SAG
SageView Advisory Group
California
+$21.5M

Top Sellers

Rank Fund Capital Flow
1
GSIS
Global Strategic Investment Solutions
Arizona
-$355M
2
Charles Schwab
Charles Schwab
California
-$85M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$45.6M
4
Financial Engines Advisors
Financial Engines Advisors
California
-$36.8M
5
FTUS
Flow Traders U.S.
New York
-$33.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWD
976
True Wealth Design
Ohio
$2.3K +$2.26K +132 New
NRC
977
New Republic Capital
North Carolina
$2.19K +$2.16K +126 New
SWA
978
SOA Wealth Advisors
New York
$2.12K – – –
CWP
979
Concord Wealth Partners
Virginia
$1.97K -$14K -818 -88%
TF
980
Tompkins Financial
New York
$1.6K – – –
CIA
981
Cascade Investment Advisors
Oregon
$1.6K +$1.57K +92 New
SFC
982
SYM Financial Corp
Indiana
$1.53K +$1.51K +88 New
HIA
983
Harbor Investment Advisory
Maryland
$1.29K – – –
AA
984
Addison Advisors
Vermont
$1.08K – – –
SWG
985
Summit Wealth Group
Vermont
$1K +$1.25M +72,898 New
BCMIO
986
Beacon Capital Management Inc (Ohio)
Ohio
$661 – – –
RCM
987
Raleigh Capital Management
North Carolina
$524 -$71.6K -4,184 -99%
HCM
988
Hollencrest Capital Management
California
$522 – – –
RWPA
989
Richard W. Paul & Associates
Michigan
$452 – – –
HPC
990
HM Payson & Co
Maine
$407 – – –
TSA
991
Tri-Star Advisors
Texas
$230 +$240 +14 New
RWM
992
Ruedi Wealth Management
Illinois
$114 -$308 -18 -75%
NG
993
NWK Group
California
$104 – – –
SL
994
Savior LLC
Massachusetts
$104 – – –
CMA
995
Cedar Mountain Advisors
Oregon
$70 – – –
DAM
996
Delta Asset Management
Tennessee
$29 -$2.94K -172 -99%
ICM
997
Islay Capital Management
Texas
$23 – – –
FGAM
998
Financial Gravity Asset Management
Texas
$11 +$1.2K +70 New
WIM
999
WealthPlan Investment Management
Nebraska
– -$15.7M -898,666 Closed
AG
1000
Appleton Group
Wisconsin
– -$10.7M -662,288 Closed
38 39
40
41 42

SCHF Hedge Fund Activity: Q1 2023 in Review

996 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Schwab International Equity ETF (SCHF) for Q1 2023, worth a combined $24.5B — up 1.4% from $24.1B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new SCHF positions and 46 closed out — a net gain of 35 holders — while 373 added to existing stakes and 398 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $175M. The largest seller was Global Strategic Investment Solutions, cutting an estimated $355M.

  • 996 institutional investors held Schwab International Equity ETF (SCHF) as of Q1 2023, up from 982 in Q4 2022.
  • Funds reported $24.5B of Schwab International Equity ETF stock for Q1 2023, up 1.4% quarter-over-quarter.
  • 81 funds opened new Schwab International Equity ETF positions in Q1 2023 and 46 closed out, a net change of +35 holders.
  • The largest Schwab International Equity ETF buyer in Q1 2023 was Northwestern Mutual Wealth Management, an estimated $175M added.
  • The largest Schwab International Equity ETF seller in Q1 2023 was Global Strategic Investment Solutions, an estimated $355M sold.

Based on aggregated 13F filings for Q1 2023.