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Schwab International Equity ETF

737 hedge funds and large institutions have $13.3B invested in Schwab International Equity ETF in 2020 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 272 increasing their positions, 326 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

10.56% more ownership

Funds ownership: 144.9%155.46% (+11%)

4% less funds holding

Funds holding: 765737 (-28)

7% less funds holding in top 10

Funds holding in top 10: 144134 (-10)

11% less capital invested

Capital invested by funds: $14.9B → $13.3B (-$1.61B)

17% less repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 326

17% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 88

Holders
737
Holders Change
-28
Holders Change %
-3.66%
% of All Funds
16.24%
Holding in Top 10
134
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-6.94%
% of All Funds
2.95%
New
73
Increased
272
Reduced
326
Closed
88
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFS
226
Access Financial Services
Minnesota
$3.42M -$828K -53,834 -17%
AIM
227
Acropolis Investment Management
Missouri
$3.38M +$1.59M +103,634 +66%
KeyBank National Association
228
KeyBank National Association
Ohio
$3.37M +$4.01M +261,064 New
IIC
229
Integrated Investment Consultants
Michigan
$3.32M -$232K -15,064 -6%
BC
230
Bartlett & Co
Ohio
$3.32M +$3.95M +256,876 New
BCWM
231
Bartlett & Co Wealth Management
Ohio
$3.32M -$128K -8,324 -3%
CST
232
Charles Schwab Trust
Nevada
$3.31M -$1.66M -107,848 -30%
GCP
233
Gill Capital Partners
Colorado
$3.29M +$3.91M +254,310 New
TC
234
Tatro Capital
Kentucky
$3.23M -$1.57M -101,866 -29%
RWM
235
Reston Wealth Management
Virginia
$3.19M +$306K +19,928 +9%
WIC
236
Woodmont Investment Counsel
Tennessee
$3.19M +$733K +47,686 +24%
SC
237
Stratford Consulting
Texas
$3.17M +$3.77M +245,124 +215,021%
EWA
238
Exencial Wealth Advisors
Oklahoma
$3.16M +$3.76M +244,640 New
HWA
239
HHM Wealth Advisors
Tennessee
$3.09M -$517K -33,600 -12%
FCM
240
Firestone Capital Management
Florida
$3.04M +$306K +19,880 +9%
OFG
241
Omega Financial Group
California
$2.94M -$62.1K -4,040 -2%
WPA
242
West Paces Advisors
Georgia
$2.8M +$3.27M +212,824 +5,961%
H
243
HoyleCohen
California
$2.78M -$108K -7,010 -3%
Stifel Financial
244
Stifel Financial
Missouri
$2.75M -$504K -32,792 -13%
AIM
245
AMI Investment Management
Indiana
$2.72M -$783K -50,936 -19%
BPA
246
Beacon Pointe Advisors
California
$2.68M -$406K -26,370 -11%
BWM
247
BCS Wealth Management
Tennessee
$2.68M +$861K +55,984 +37%
IWMA
248
Ironwood Wealth Management (Arizona)
Arizona
$2.67M -$7.28M -473,284 -70%
PP
249
PrairieView Partners
Minnesota
$2.66M +$363K +23,582 +13%
IAS
250
IMA Advisory Services
Colorado
$2.63M +$128K +8,302 +4%

SCHF Hedge Fund Activity: Q1 2020 in Review

737 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Schwab International Equity ETF (SCHF) for Q1 2020, worth a combined $13.3B — down 11% from $14.9B a quarter earlier.

Sellers outnumbered buyers: 88 funds closed out of SCHF and 73 opened new positions — a net loss of 15 holders — while 326 trimmed existing stakes and 272 added.

The largest buyer was Wealthfront Advisers, adding an estimated $670M. The largest seller was Creative Planning, cutting an estimated $271M.

  • 737 institutional investors held Schwab International Equity ETF (SCHF) as of Q1 2020, down from 765 in Q4 2019.
  • Funds reported $13.3B of Schwab International Equity ETF stock for Q1 2020, down 11% quarter-over-quarter.
  • 73 funds opened new Schwab International Equity ETF positions in Q1 2020 and 88 closed out, a net change of -15 holders.
  • The largest Schwab International Equity ETF buyer in Q1 2020 was Wealthfront Advisers, an estimated $670M added.
  • The largest Schwab International Equity ETF seller in Q1 2020 was Creative Planning, an estimated $271M sold.

Based on aggregated 13F filings for Q1 2020.