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Schwab International Equity ETF

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: 139145 (+6)

1% more funds holding

Funds holding: 982996 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$4.11B +$175M +10,218,492 +5%
Financial Engines Advisors
2
Financial Engines Advisors
California
$2.68B -$36.8M -2,148,590 -1%
Empower Advisory Group
3
Empower Advisory Group
Colorado
$2.63B +$2.57B +149,942,602 New
CSIA
4
Charles Schwab Investment Advisory
California
$2.5B -$32.3M -1,889,100 -1%
Wealthfront Advisers
5
Wealthfront Advisers
California
$1.5B +$12.6M +733,950 +0.9%
Charles Schwab
6
Charles Schwab
California
$1.11B -$85M -4,962,136 -7%
Creative Planning
7
Creative Planning
Kansas
$681M -$22.8M -1,333,980 -3%
Betterment LLC
8
Betterment LLC
New York
$545M -$24.9M -1,454,184 -4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$506M -$22M -1,285,584 -4%
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$468M -$22.2M -1,294,880 -5%
Corient Private Wealth
11
Corient Private Wealth
Florida
$455M +$24.3M +1,420,914 +6%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$326M -$12.8M -748,406 -4%
SCM
13
SCS Capital Management
Massachusetts
$223M -$8.39M -490,206 -4%
HighTower Advisors
14
HighTower Advisors
Illinois
$184M +$20.5M +1,194,582 +13%
Jane Street
15
Jane Street
New York
$179M +$8.67M +506,562 +5%
WANY
16
Wealthspire Advisors (New York)
New York
$175M -$139K -8,112 -0.1%
Mariner
17
Mariner
Kansas
$173M +$11.2M +656,772 +7%
Morgan Stanley
18
Morgan Stanley
New York
$145M -$2.82M -164,550 -2%
Bessemer Group
19
Bessemer Group
New Jersey
$115M +$7.03M +410,418 +7%
BOPW
20
Brandywine Oak Private Wealth
Pennsylvania
$93.7M +$3.16M +184,504 +4%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$92.9M -$1.17M -68,486 -1%
R
22
Rebalance
California
$90.8M -$894K -52,194 -1%
OIA
23
OneDigital Investment Advisors
Kansas
$90.5M +$256K +14,972 +0.3%
TF
24
TimeScale Financial
Massachusetts
$87.7M -$8.3M -484,570 -9%
PCIA
25
Prime Capital Investment Advisors
Kansas
$87.1M -$5.46M -318,748 -6%

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.