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Schwab International Equity ETF

408 hedge funds and large institutions have $7.45B invested in Schwab International Equity ETF in 2017 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 225 increasing their positions, 99 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 15

127% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 99

30% more capital invested

Capital invested by funds: $5.73B → $7.45B (+$1.72B)

11.59% more ownership

Funds ownership: 112.99%124.58% (+12%)

10% more funds holding in top 10

Funds holding in top 10: 6875 (+7)

7% more funds holding

Funds holding: 383408 (+25)

Holders
408
Holders Change
+25
Holders Change %
+6.53%
% of All Funds
10.17%
Holding in Top 10
75
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+10.29%
% of All Funds
1.87%
New
42
Increased
225
Reduced
99
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
301
Benjamin F. Edwards & Company
Missouri
$377K +$368K +22,546 New
LIM
302
Lathrop Investment Management
Arkansas
$373K +$148K +9,082 +69%
EBSAM
303
Eubel Brady & Suttman Asset Management
Ohio
$364K
RPA
304
Rock Point Advisors
Vermont
$342K +$1.3K +80 +0.4%
BRWA
305
B. Riley Wealth Advisors
Florida
$342K +$40.2K +2,462 +14%
PAM
306
Premier Asset Management
Illinois
$324K +$22K +1,350 +7%
FFA
307
Fragasso Financial Advisors
Pennsylvania
$323K -$3M -183,842 -90%
EA
308
Edge Advisors
Georgia
$322K -$14.3K -876 -4%
LWAC
309
Laurel Wealth Advisors (California)
California
$316K -$848 -52 -0.3%
SMC
310
Smith, Moore & Co
Missouri
$312K
SCM
311
SOL Capital Management
Maryland
$303K +$8.09K +496 +3%
JG
312
Jefferies Group
New York
$294K +$1.63K +100 +0.6%
BCP
313
Blue Chip Partners
Michigan
$289K -$82.7K -5,068 -23%
MCM
314
Mengis Capital Management
Oregon
$289K +$2.38K +146 +0.9%
SFSIG
315
San Francisco Sentry Investment Group
California
$289K +$74.7K +4,580 +36%
LA
316
LVW Advisors
New York
$287K -$392 -24 -0.1%
CWM
317
Confluence Wealth Management
Oregon
$286K -$13.7K -840 -5%
SQA
318
Simon Quick Advisors
New Jersey
$285K +$9.17K +562 +3%
LAIC
319
Lederer & Associates Investment Counsel
California
$282K +$44K +2,694 +19%
SCA
320
STALEY CAPITAL ADVISERS
Pennsylvania
$279K +$35.9K +2,200 +15%
QCMNJ
321
Quantum Capital Management (New Jersey)
New Jersey
$276K +$6.72K +412 +3%
Chevy Chase Trust
322
Chevy Chase Trust
Maryland
$275K -$2.68K -164 -1%
DG
323
Davidson & Garrard
Virginia
$273K -$16.1K -988 -6%
GFPC
324
Global Financial Private Capital
Florida
$272K +$265K +16,228 New
IC
325
InterOcean Capital
Illinois
$267K +$41.9K +2,570 +19%

SCHF Hedge Fund Activity: Q3 2017 in Review

408 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Schwab International Equity ETF (SCHF) for Q3 2017, worth a combined $7.45B — up 30% from $5.73B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new SCHF positions and 15 closed out — a net gain of 27 holders — while 225 added to existing stakes and 99 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $721M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $20.1M sold.

  • 408 institutional investors held Schwab International Equity ETF (SCHF) as of Q3 2017, up from 383 in Q2 2017.
  • Funds reported $7.45B of Schwab International Equity ETF stock for Q3 2017, up 30% quarter-over-quarter.
  • 42 funds opened new Schwab International Equity ETF positions in Q3 2017 and 15 closed out, a net change of +27 holders.
  • The largest Schwab International Equity ETF buyer in Q3 2017 was Financial Engines Advisors, an estimated $721M added.
  • The largest Schwab International Equity ETF seller in Q3 2017 was Susquehanna International Group, an estimated $20.1M sold.

Based on aggregated 13F filings for Q3 2017.