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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
Franklin Resources
1076
Franklin Resources
California
$7.8K
MTIC
1077
Missouri Trust & Investment Company
Missouri
$7.8K
CT
1078
Cambridge Trust
Massachusetts
$7.8K +$7.48K +400 New
HWM
1079
HighMark Wealth Management
Minnesota
$7.8K
ACM
1080
Anfield Capital Management
California
$6.67K +$6.39K +342 New
WPWM
1081
Western Pacific Wealth Management
Illinois
$6.25K +$1.68K +90 +39%
AA
1082
Addison Advisors
Vermont
$5.85K -$10.6K -566 -65%
MCA
1083
Maryland Capital Advisors
Maryland
$5.23K
AA
1084
AlphaMark Advisors
Kentucky
$5K
CMAI
1085
Capital Management Associates Inc
Minnesota
$4.5K
AA
1086
Atmos Advisory
Pennsylvania
$4.41K
GWP
1087
Gen-Wealth Partners
Michigan
$4.29K +$4.11K +220 New
OLVIG
1088
Oliver Lagore Vanvalin Investment Group
Michigan
$4.1K -$1.42K -76 -27%
AWM
1089
Aberdeen Wealth Management
Illinois
$3.9K
GEA
1090
Glen Eagle Advisors
New Jersey
$3.7K -$2.88K -154 -45%
IBOK
1091
Independence Bank of Kentucky
Kentucky
$3.4K
BCM
1092
Blume Capital Management
California
$3.3K
TFA
1093
Toth Financial Advisory
Virginia
$3.12K
HFS
1094
Hantz Financial Services
Michigan
$3K -$23.5K -1,258 -89%
WBC
1095
West Branch Capital
Massachusetts
$2.61K
SVCP
1096
Silicon Valley Capital Partners
California
$2.54K +$2.43K +130 New
WAG
1097
Wiser Advisor Group
Arizona
$2.5K -$37 -2 -2%
SWA
1098
SOA Wealth Advisors
New York
$2.38K
DSC
1099
Duncker Streett & Co
Missouri
$2.11K
JFGIW
1100
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.03K -$4.41K -236 -69%

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.