At Holdings Channel, we have reviewed the latest batch of the 21 most recent 13F filings for the 12/31/2025 reporting period, and noticed that Schwab International Equity Etf (Symbol: SCHF) was held by 9 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer look.
Before we proceed, it is important to point out that 13F filings do not tell the whole story, because these funds are only required to disclose their long positions with the SEC, but are not required to disclose their short positions. A fund making a bearish bet against a stock by shorting calls, for example, might also be long some amount of stock as they trade around their overall bearish position. This long component could show up in a 13F filing and everyone might assume the fund is bullish, but this tells only part of the story because the bearish/short side of the position is not seen.
Having given that caveat, we believe that looking at groups of 13F filings can be revealing, especially when comparing one holding period to another. Below, let's take a look at the change in SCHF positions, for this latest batch of 13F filers:
| Fund | New Position? | Change In Share Count | Change In Market Value ($ in 1000's) |
|---|---|---|---|
| Aspiring Ventures LLC | Existing | +5,642 | +$215 |
| Stephenson & Company Inc. | Existing | UNCH | +$7 |
| Krilogy Financial LLC | Existing | -216,038 | -$3,062 |
| Beacon Bridge Wealth Partners LLC | Existing | -27,275 | -$565 |
| Lodestar Private Asset Management LLC | Existing | -9,665 | +$56 |
| Earned Wealth Advisors LLC | Existing | -9,954 | -$195 |
| Revisor Wealth Management LLC | Existing | +58,074 | +$1,500 |
| Cannon Wealth Management Services LLC | Existing | +26,788 | +$713 |
| Clark Asset Management LLC | Existing | -20,878 | -$439 |
| Aggregate Change: | -193,306 | -$1,770 | |
In terms of shares owned, we count 3 of the above funds having increased existing SCHF positions from 09/30/2025 to 12/31/2025, with 5 having decreased their positions.
Looking beyond these particular funds in this one batch of most recent filers, we tallied up the SCHF share count in the aggregate among all of the funds which held SCHF at the 12/31/2025 reporting period (out of the 2,121 we looked at in total). We then compared that number to the sum total of SCHF shares those same funds held back at the 09/30/2025 period, to see how the aggregate share count held by hedge funds has moved for SCHF. We found that between these two periods, funds increased their holdings by 5,095,442 shares in the aggregate, from 135,694,329 up to 140,789,771 for a share count increase of approximately 3.76%. The overall top three funds holding SCHF on 12/31/2025 were:
| » | Fund | Shares of SCHF Held |
|---|---|---|
| 1. | Wealth Enhancement Advisory Services LLC | 9,291,715 |
| 2. | Orgel Wealth Management LLC | 8,932,214 |
| 3. | Rebalance LLC | 6,884,573 |
| 4-10 | Find out the full Top 10 Hedge Funds Holding SCHF | » |
We'll keep following the latest 13F filings by hedge fund managers and bring you interesting stories derived from a look at the aggregate information across groups of managers between filing periods. While looking at individual 13F filings can sometimes be misleading due to the long-only nature of the information, the sum total across groups of funds from one reporting period to another can be a lot more revealing and relevant, providing interesting stock ideas that merit further research, like Schwab International Equity Etf (Symbol: SCHF).
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
