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Schwab International Equity ETF

666 hedge funds and large institutions have $14.8B invested in Schwab International Equity ETF in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 335 increasing their positions, 218 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 335 | Existing positions reduced: 218

31% more capital invested

Capital invested by funds: $11.3B → $14.8B (+$3.5B)

17.88% more ownership

Funds ownership: 140.2%158.08% (+18%)

3% more funds holding in top 10

Funds holding in top 10: 117121 (+4)

8% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 37

0% more funds holding

Funds holding: 665666 (+1)

83% less call options, than puts

Call options by funds: $2.6M | Put options by funds: $15.2M

Holders
666
Holders Change
+1
Holders Change %
+0.15%
% of All Funds
14.61%
Holding in Top 10
121
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+3.42%
% of All Funds
2.65%
New
40
Increased
335
Reduced
218
Closed
37
Calls
$2.6M
Puts
$15.2M
Net Calls
-$12.6M
Net Calls Change
+$1.27M
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
301
Bogart Wealth LLC
Virginia
$1.72M +$296K +18,822 +21%
BPWA
302
Beacon Pointe Wealth Advisors
California
$1.71M +$131K +8,298 +8%
DIS
303
Diversified Investment Strategies
Louisiana
$1.7M +$200K +12,730 +14%
CCA
304
Clearwater Capital Advisors
Illinois
$1.69M +$275K +17,474 +20%
DWM
305
Destination Wealth Management
California
$1.66M -$73.3K -4,658 -4%
ACG
306
Allen Capital Group
Nebraska
$1.65M -$6.81M -432,846 -80%
RRWA
307
Rainey & Randall Wealth Advisors
Florida
$1.64M -$535K -33,986 -25%
PWM
308
PRW Wealth Management
Massachusetts
$1.63M -$73.6K -4,676 -4%
SFA
309
Sequoia Financial Advisors
Ohio
$1.63M -$41.6K -2,642 -3%
MPI
310
Mairs & Power Inc
Minnesota
$1.6M
SA
311
Strategic Advisors
New York
$1.59M -$1.83M -116,644 -54%
CIAS
312
Capital Investment Advisory Services
North Carolina
$1.58M +$1.13K +72 +0.1%
LCM
313
Liberty Capital Management
Michigan
$1.53M -$3.74K -238 -0.2%
RFA
314
Reilly Financial Advisors
California
$1.52M -$87.7K -5,578 -6%
GAM
315
Gould Asset Management
California
$1.51M +$7.71K +490 +0.5%
BFPW
316
BOK Financial Private Wealth
Colorado
$1.51M +$12.9K +822 +0.9%
APG
317
Abacus Planning Group
South Carolina
$1.51M +$54K +3,434 +4%
Koshinski Asset Management
318
Koshinski Asset Management
Illinois
$1.51M +$207K +13,140 +16%
CG
319
Caprock Group
Idaho
$1.47M -$31.1K -1,976 -2%
FSWA
320
Financial Synergies Wealth Advisors
Texas
$1.46M +$90.1K +5,730 +7%
JP Morgan Chase
321
JP Morgan Chase
New York
$1.44M -$3.31M -210,230 -70%
HCIA
322
Hochman Cole Investment Advisors
Illinois
$1.42M +$16.4K +1,044 +1%
BFM
323
Broadview Financial Management
Wisconsin
$1.41M +$46K +2,924 +3%
EWM
324
Empirical Wealth Management
Washington
$1.4M +$519K +32,970 +60%
HI
325
Human Investing
Oregon
$1.38M +$56K +3,562 +4%

SCHF Hedge Fund Activity: Q3 2019 in Review

666 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Schwab International Equity ETF (SCHF) for Q3 2019, worth a combined $14.8B — up 31% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new SCHF positions and 37 closed out — a net gain of 3 holders — while 335 added to existing stakes and 218 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $1.64B. The largest seller was Royal Bank of Canada, cutting an estimated $78.7M.

  • 666 institutional investors held Schwab International Equity ETF (SCHF) as of Q3 2019, up from 665 in Q2 2019.
  • Funds reported $14.8B of Schwab International Equity ETF stock for Q3 2019, up 31% quarter-over-quarter.
  • 40 funds opened new Schwab International Equity ETF positions in Q3 2019 and 37 closed out, a net change of +3 holders.
  • The largest Schwab International Equity ETF buyer in Q3 2019 was Envestnet Asset Management, an estimated $1.64B added.
  • The largest Schwab International Equity ETF seller in Q3 2019 was Royal Bank of Canada, an estimated $78.7M sold.

Based on aggregated 13F filings for Q3 2019.