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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
RWP
251
RWA Wealth Partners
Massachusetts
$2.62M +$1.33M +86,482 +75%
AA
252
Alesco Advisors
New York
$2.62M -$5.66M -367,912 -65%
PC
253
Port Capital
Illinois
$2.52M +$549K +35,700 +22%
TYCC
254
Texas Yale Capital Corp
Florida
$2.5M -$2.44M -158,732 -45%
CK
255
Cohen Klingenstein
New York
$2.46M
GC
256
Grimes & Company
Massachusetts
$2.44M -$2.86M -186,204 -50%
EVM
257
Eaton Vance Management
Massachusetts
$2.42M -$203K -13,200 -7%
LWAC
258
Laurel Wealth Advisors (California)
California
$2.4M -$244K -15,836 -8%
IA
259
IFP Advisors
Florida
$2.39M -$2.67M -173,492 -49%
BWP
260
BSW Wealth Partners
Colorado
$2.38M -$201K -13,048 -7%
LNC
261
Lincoln National Corp
Pennsylvania
$2.36M +$413K +26,828 +17%
LFA
262
Landmark Financial Advisors
Kentucky
$2.35M -$211K -13,702 -7%
SFA
263
Souders Financial Advisors
Ohio
$2.33M +$2.77M +180,266 New
SIC
264
Salem Investment Counselors
North Carolina
$2.31M +$735K +47,820 +36%
CFA
265
Cahill Financial Advisors
Minnesota
$2.26M -$47.6K -3,096 -2%
ACA
266
Affinity Capital Advisors
California
$2.25M +$2.2M +143,278 +610%
PFA
267
Pure Financial Advisors
California
$2.25M +$1.01M +65,586 +60%
AC
268
Abbrea Capital
California
$2.24M +$2.66M +173,144 New
BAM
269
Baldrige Asset Management
Pennsylvania
$2.23M -$419K -27,274 -14%
HCA
270
Horan Capital Advisors
Ohio
$2.23M -$145K -9,434 -5%
FPCG
271
Fort Pitt Capital Group
Pennsylvania
$2.23M +$19.2K +1,250 +0.7%
SWA
272
Stratos Wealth Advisors
Ohio
$2.22M -$8.85M -575,596 -77%
WIC
273
Whitegate Investment Counselors
New Hampshire
$2.21M -$16.8K -1,094 -0.6%
Cetera Investment Advisers
274
Cetera Investment Advisers
Illinois
$2.17M -$101K -6,574 -2%
LWM
275
Laidlaw Wealth Management
New York
$2.16M +$852K +55,372 +50%

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.