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Schwab International Equity ETF

632 hedge funds and large institutions have $10.3B invested in Schwab International Equity ETF in 2018 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 274 increasing their positions, 174 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

268% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 40

57% more repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 174

20% more funds holding in top 10

Funds holding in top 10: 97116 (+19)

19% more funds holding

Funds holding: 532632 (+100)

8.96% less ownership

Funds ownership: 146.96%138.01% (-9%)

14% less capital invested

Capital invested by funds: $12.1B → $10.3B (-$1.75B)

Holders
632
Holders Change
+100
Holders Change %
+18.8%
% of All Funds
14.08%
Holding in Top 10
116
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+19.59%
% of All Funds
2.58%
New
147
Increased
274
Reduced
174
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
251
FDx Advisors
Illinois
$2.45M +$2.64M +172,790 New
IAS
252
IMA Advisory Services
Colorado
$2.41M -$368K -24,020 -12%
LWAC
253
Laurel Wealth Advisors (California)
California
$2.39M +$1.63M +106,808 +172%
CAI
254
Capital Advisors Inc
Oklahoma
$2.39M -$2.46M -160,796 -49%
OWM
255
Orgel Wealth Management
Wisconsin
$2.38M +$995K +65,018 +63%
SFSG
256
Stearns Financial Services Group
North Carolina
$2.37M +$31K +2,024 +1%
I
257
INVST
Indiana
$2.37M -$11.3M -737,218 -82%
PWSG
258
Pacific Wealth Strategies Group
California
$2.37M +$457K +29,848 +22%
FNBT
259
FineMark National Bank & Trust
Florida
$2.28M -$350K -22,884 -12%
FAIM
260
Financial Advocates Investment Management
Washington
$2.24M +$408K +26,692 +20%
RC
261
Roundview Capital
New Jersey
$2.24M +$93.6K +6,114 +4%
CAPTRUST Financial Advisors
262
CAPTRUST Financial Advisors
North Carolina
$2.22M +$1.27M +82,956 +112%
EFS
263
Econ Financial Services
Pennsylvania
$2.22M +$2.4M +156,680 New
DAS
264
Dynamic Advisor Solutions
Arizona
$2.2M +$245K +16,004 +12%
EGWAG
265
Elwood & Goetz Wealth Advisory Group
Georgia
$2.19M +$2.36M +154,290 New
WAM
266
Wakefield Asset Management
Colorado
$2.13M +$203K +13,270 +10%
MAS
267
Managed Account Services
Florida
$2.08M +$63K +4,120 +3%
FPCP
268
Fort Point Capital Partners
California
$2.08M +$1.72M +112,396 +327%
HFA
269
Huber Financial Advisors
Illinois
$2.05M +$1.58M +102,970 +249%
SGAM
270
Steinberg Global Asset Management
Florida
$2.01M +$1.16M +75,562 +114%
AIM
271
Aspen Investment Management
Michigan
$2M +$343K +22,446 +19%
RW
272
REDW Wealth
New Mexico
$1.92M +$1.11M +72,858 +117%
LSAG
273
Lake Street Advisors Group
New Hampshire
$1.86M +$2.01M +131,126 New
Geode Capital Management
274
Geode Capital Management
Massachusetts
$1.86M
PC
275
Port Capital
Illinois
$1.84M +$306K +20,000 +18%

SCHF Hedge Fund Activity: Q4 2018 in Review

632 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Schwab International Equity ETF (SCHF) for Q4 2018, worth a combined $10.3B — down 14% from $12.1B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new SCHF positions and 40 closed out — a net gain of 107 holders — while 274 added to existing stakes and 174 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $181M. The largest seller was Envestnet Asset Management, cutting an estimated $1.18B.

  • 632 institutional investors held Schwab International Equity ETF (SCHF) as of Q4 2018, up from 532 in Q3 2018.
  • Funds reported $10.3B of Schwab International Equity ETF stock for Q4 2018, down 14% quarter-over-quarter.
  • 147 funds opened new Schwab International Equity ETF positions in Q4 2018 and 40 closed out, a net change of +107 holders.
  • The largest Schwab International Equity ETF buyer in Q4 2018 was Northwestern Mutual Wealth Management, an estimated $181M added.
  • The largest Schwab International Equity ETF seller in Q4 2018 was Envestnet Asset Management, an estimated $1.18B sold.

Based on aggregated 13F filings for Q4 2018.