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Schwab International Equity ETF

954 hedge funds and large institutions have $22.3B invested in Schwab International Equity ETF in 2021 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 462 increasing their positions, 232 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

236% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 47

99% more repeat investments, than reductions

Existing positions increased: 462 | Existing positions reduced: 232

11% more funds holding

Funds holding: 863954 (+91)

9% more capital invested

Capital invested by funds: $20.6B → $22.3B (+$1.77B)

4.67% more ownership

Funds ownership: 149.25%153.92% (+4.7%)

4% more funds holding in top 10

Funds holding in top 10: 123128 (+5)

Holders
954
Holders Change
+91
Holders Change %
+10.54%
% of All Funds
14.68%
Holding in Top 10
128
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.07%
% of All Funds
1.97%
New
158
Increased
462
Reduced
232
Closed
47
Calls
$3.44M
Puts
Net Calls
+$3.44M
Net Calls Change
+$2.57M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$3.05B +$276M +14,075,546 +10%
Financial Engines Advisors
2
Financial Engines Advisors
California
$2.98B +$268M +13,648,344 +10%
CSIA
3
Charles Schwab Investment Advisory
California
$2.43B +$81.1M +4,132,358 +3%
PCA
4
Personal Capital Advisors
California
$2.35B +$132M +6,721,648 +6%
Wealthfront Advisers
5
Wealthfront Advisers
California
$1.66B +$159M +8,108,052 +10%
Charles Schwab
6
Charles Schwab
California
$1.15B +$89.1M +4,537,472 +8%
Betterment LLC
7
Betterment LLC
New York
$683M -$15.8M -807,110 -2%
Creative Planning
8
Creative Planning
Kansas
$416M +$39.6M +2,018,472 +10%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$382M +$24.6M +1,254,396 +7%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$373M +$88M +4,479,880 +30%
RC
11
RegentAtlantic Capital
New Jersey
$363M +$21.1M +1,075,184 +6%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$342M +$88.8M +4,524,206 +35%
SCM
13
SCS Capital Management
Massachusetts
$316M -$6.26M -318,946 -2%
HighTower Advisors
14
HighTower Advisors
Illinois
$157M +$14.2M +725,172 +10%
WANY
15
Wealthspire Advisors (New York)
New York
$136M +$7.34M +373,682 +6%
Bessemer Group
16
Bessemer Group
New Jersey
$135M +$779K +39,674 +0.6%
AWS
17
AJ Wealth Strategies
New York
$129M +$8.06M +410,622 +7%
Morgan Stanley
18
Morgan Stanley
New York
$117M +$365K +18,580 +0.3%
Mariner
19
Mariner
Kansas
$112M +$5.24M +266,750 +5%
UCFA
20
United Capital Financial Advisors
Texas
$106M +$721K +36,740 +0.7%
TF
21
TimeScale Financial
Massachusetts
$102M +$4.39M +223,372 +4%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$89.6M +$249K +12,682 +0.3%
GAM
23
Gemmer Asset Management
California
$78.8M +$9.28M +472,796 +13%
MTC
24
Matrix Trust Company
Colorado
$76.4M +$1.05M +53,716 +1%
PCIA
25
Prime Capital Investment Advisors
Kansas
$73.9M +$3.95M +201,074 +6%

SCHF Hedge Fund Activity: Q4 2021 in Review

954 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Schwab International Equity ETF (SCHF) for Q4 2021, worth a combined $22.3B — up 8.6% from $20.6B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new SCHF positions and 47 closed out — a net gain of 111 holders — while 462 added to existing stakes and 232 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $276M. The largest seller was Royal Bank of Canada, cutting an estimated $17.3M.

  • 954 institutional investors held Schwab International Equity ETF (SCHF) as of Q4 2021, up from 863 in Q3 2021.
  • Funds reported $22.3B of Schwab International Equity ETF stock for Q4 2021, up 8.6% quarter-over-quarter.
  • 158 funds opened new Schwab International Equity ETF positions in Q4 2021 and 47 closed out, a net change of +111 holders.
  • The largest Schwab International Equity ETF buyer in Q4 2021 was Northwestern Mutual Wealth Management, an estimated $276M added.
  • The largest Schwab International Equity ETF seller in Q4 2021 was Royal Bank of Canada, an estimated $17.3M sold.

Based on aggregated 13F filings for Q4 2021.