We are live on ! Find out more
SCHF icon

Schwab International Equity ETF

1,111 hedge funds and large institutions have $26.9B invested in Schwab International Equity ETF in 2023 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 470 increasing their positions, 362 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more call options, than puts

Call options by funds: $2.21M | Put options by funds: $680K

213% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 52

30% more repeat investments, than reductions

Existing positions increased: 470 | Existing positions reduced: 362

13% more capital invested

Capital invested by funds: $23.9B → $26.9B (+$3.01B)

10% more funds holding

Funds holding: 1,0091,111 (+102)

6.7% more ownership

Funds ownership: 155.92%162.61% (+6.7%)

7% more funds holding in top 10

Funds holding in top 10: 135144 (+9)

Holders
1,111
Holders Change
+102
Holders Change %
+10.11%
% of All Funds
16.2%
Holding in Top 10
144
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+6.67%
% of All Funds
2.1%
New
163
Increased
470
Reduced
362
Closed
52
Calls
$2.21M
Puts
$680K
Net Calls
+$1.53M
Net Calls Change
-$582K
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$5B +$264M +15,216,122 +6%
Empower Advisory Group
2
Empower Advisory Group
Colorado
$2.92B +$77.3M +4,456,734 +3%
Financial Engines Advisors
3
Financial Engines Advisors
California
$2.82B +$44.5M +2,566,978 +2%
CSIA
4
Charles Schwab Investment Advisory
California
$2.75B +$26M +1,497,346 +1%
Wealthfront Advisers
5
Wealthfront Advisers
California
$1.66B -$48.4M -2,788,578 -3%
Charles Schwab
6
Charles Schwab
California
$1.36B +$74.7M +4,308,240 +6%
Creative Planning
7
Creative Planning
Kansas
$815M +$39.2M +2,260,438 +5%
Betterment LLC
8
Betterment LLC
New York
$525M -$16.2M -932,982 -3%
Corient Private Wealth
9
Corient Private Wealth
Florida
$449M -$17.3M -996,626 -4%
Morgan Stanley
10
Morgan Stanley
New York
$353M +$172M +9,893,000 +107%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$273M -$4.3M -247,620 -2%
SCM
12
SCS Capital Management
Massachusetts
$223M -$3.46M -199,404 -2%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$221M -$13.4M -770,258 -6%
HighTower Advisors
14
HighTower Advisors
Illinois
$208M -$5.68M -327,618 -3%
WANY
15
Wealthspire Advisors (New York)
New York
$189M +$3.1M +178,572 +2%
Mariner
16
Mariner
Kansas
$178M +$28.5K +1,640 +0%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$156M -$56.2M -3,239,576 -28%
SCM
18
Steele Capital Management
Iowa
$156M +$146M +8,419,460 New
PCIA
19
Prime Capital Investment Advisors
Kansas
$133M +$581K +33,466 +0.5%
SAG
20
SageView Advisory Group
California
$118M +$27.1M +1,559,646 +32%
Bessemer Group
21
Bessemer Group
New Jersey
$114M +$131K +7,560 +0.1%
CAM
22
Cresset Asset Management
Illinois
$111M +$29M +1,670,428 +38%
ML
23
McAdam LLC
Pennsylvania
$104M +$4.19M +241,506 +4%
R
24
Rebalance
California
$103M +$6.87M +395,904 +8%
BOPW
25
Brandywine Oak Private Wealth
Pennsylvania
$102M +$282K +16,236 +0.3%

SCHF Hedge Fund Activity: Q4 2023 in Review

1,111 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Schwab International Equity ETF (SCHF) for Q4 2023, worth a combined $26.9B — up 13% from $23.9B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new SCHF positions and 52 closed out — a net gain of 111 holders — while 470 added to existing stakes and 362 trimmed.

The largest buyer was Cerity Partners, adding an estimated $925M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $56.2M.

  • 1,111 institutional investors held Schwab International Equity ETF (SCHF) as of Q4 2023, up from 1,009 in Q3 2023.
  • Funds reported $26.9B of Schwab International Equity ETF stock for Q4 2023, up 13% quarter-over-quarter.
  • 163 funds opened new Schwab International Equity ETF positions in Q4 2023 and 52 closed out, a net change of +111 holders.
  • The largest Schwab International Equity ETF buyer in Q4 2023 was Cerity Partners, an estimated $925M added.
  • The largest Schwab International Equity ETF seller in Q4 2023 was Wealth Enhancement Advisory Services, an estimated $56.2M sold.

Based on aggregated 13F filings for Q4 2023.