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Schwab International Equity ETF

903 hedge funds and large institutions have $19.2B invested in Schwab International Equity ETF in 2022 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 356 increasing their positions, 357 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.14% more ownership

Funds ownership: 157.18%162.32% (+5.1%)

0% less repeat investments, than reductions

Existing positions increased: 356 | Existing positions reduced: 357

4% less capital invested

Capital invested by funds: $20.1B → $19.2B (-$890M)

4% less funds holding

Funds holding: 943903 (-40)

5% less funds holding in top 10

Funds holding in top 10: 129122 (-7)

36% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 91

Holders
903
Holders Change
-40
Holders Change %
-4.24%
% of All Funds
15.56%
Holding in Top 10
122
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-5.43%
% of All Funds
2.1%
New
58
Increased
356
Reduced
357
Closed
91
Calls
$3.06M
Puts
Net Calls
+$3.06M
Net Calls Change
-$255K
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$2.82B +$229M +14,583,974 +8%
Financial Engines Advisors
2
Financial Engines Advisors
California
$2.1B -$63.1M -4,018,580 -3%
CSIA
3
Charles Schwab Investment Advisory
California
$2.03B +$125M +7,977,024 +6%
PCA
4
Personal Capital Advisors
California
$2B +$132M +8,386,530 +6%
Wealthfront Advisers
5
Wealthfront Advisers
California
$1.22B -$69M -4,397,206 -5%
Charles Schwab
6
Charles Schwab
California
$986M +$78.9M +5,025,172 +8%
GSIS
7
Global Strategic Investment Solutions
Arizona
$586M +$324M +20,658,624 +98%
Creative Planning
8
Creative Planning
Kansas
$572M +$50.7M +3,230,162 +9%
Betterment LLC
9
Betterment LLC
New York
$539M
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$425M +$91M +5,794,720 +24%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$404M +$82.2M +5,236,444 +22%
RC
12
RegentAtlantic Capital
New Jersey
$309M -$1.47M -93,808 -0.4%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$306M -$830K -52,912 -0.2%
SCM
14
SCS Capital Management
Massachusetts
$195M -$4.84M -308,382 -2%
WANY
15
Wealthspire Advisors (New York)
New York
$145M +$23.7M +1,507,148 +17%
Morgan Stanley
16
Morgan Stanley
New York
$133M +$45.7M +2,912,836 +44%
HighTower Advisors
17
HighTower Advisors
Illinois
$132M +$9.63M +613,628 +7%
Mariner
18
Mariner
Kansas
$123M +$7.86M +500,668 +6%
Bessemer Group
19
Bessemer Group
New Jersey
$91.8M -$11.2M -715,432 -10%
AWS
20
AJ Wealth Strategies
New York
$88.1M -$5.48M -349,126 -5%
OIA
21
OneDigital Investment Advisors
Kansas
$79.8M +$86.9M +5,538,428 +4,192%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$79.2M +$9.93M +632,710 +13%
TF
23
TimeScale Financial
Massachusetts
$77.7M +$1.96M +124,962 +2%
UCFA
24
United Capital Financial Advisors
Texas
$72.4M -$2.1M -133,902 -3%
PCIA
25
Prime Capital Investment Advisors
Kansas
$70.6M +$19.9M +1,268,454 +34%

SCHF Hedge Fund Activity: Q3 2022 in Review

903 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Schwab International Equity ETF (SCHF) for Q3 2022, worth a combined $19.2B — down 4.4% from $20.1B a quarter earlier.

Sellers outnumbered buyers: 91 funds closed out of SCHF and 58 opened new positions — a net loss of 33 holders — while 357 trimmed existing stakes and 356 added.

The largest buyer was Global Strategic Investment Solutions, adding an estimated $324M. The largest seller was Wealthfront Advisers, cutting an estimated $69M.

  • 903 institutional investors held Schwab International Equity ETF (SCHF) as of Q3 2022, down from 943 in Q2 2022.
  • Funds reported $19.2B of Schwab International Equity ETF stock for Q3 2022, down 4.4% quarter-over-quarter.
  • 58 funds opened new Schwab International Equity ETF positions in Q3 2022 and 91 closed out, a net change of -33 holders.
  • The largest Schwab International Equity ETF buyer in Q3 2022 was Global Strategic Investment Solutions, an estimated $324M added.
  • The largest Schwab International Equity ETF seller in Q3 2022 was Wealthfront Advisers, an estimated $69M sold.

Based on aggregated 13F filings for Q3 2022.