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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
CI
301
Cordant Inc
Oregon
$1.88M +$323K +20,984 +17%
GBBWRPM
302
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.87M -$11M -718,222 -83%
MWM
303
Merriman Wealth Management
Washington
$1.86M +$463K +30,084 +26%
3C
304
361 Capital
Colorado
$1.86M -$57.9K -3,762 -3%
CHA
305
Carmichael Hill & Associates
Maryland
$1.85M -$4.28K -278 -0.2%
FCIM
306
Fairview Capital Investment Management
California
$1.84M -$1.33M -86,706 -38%
DWM
307
Destination Wealth Management
California
$1.82M +$812K +52,774 +60%
CW
308
CreativeOne Wealth
Kansas
$1.8M +$2.15M +139,698 New
BlackRock
309
BlackRock
New York
$1.8M -$7.26M -472,350 -77%
TL
310
TrueWealth LLC
Georgia
$1.77M -$4.13M -268,242 -66%
CWS
311
Cypress Wealth Services
California
$1.72M +$207K +13,480 +11%
MAS
312
Managed Account Services
Florida
$1.71M -$143K -9,294 -6%
DBRC
313
D.B. Root & Company
Pennsylvania
$1.7M +$74.8K +4,866 +4%
BCP
314
Blackhawk Capital Partners
Wisconsin
$1.68M +$485K +31,528 +46%
TIM
315
Tortoise Investment Management
New York
$1.63M +$1.09M +70,832 +127%
FNBT
316
FineMark National Bank & Trust
Florida
$1.63M -$306K -19,900 -14%
Baird Financial Group
317
Baird Financial Group
Wisconsin
$1.62M -$132K -8,608 -6%
CFO
318
CVA Family Office
Colorado
$1.62M +$822K +53,448 +74%
BWI
319
Beacon Wealthcare Inc
North Carolina
$1.62M +$697K +45,314 +57%
DIS
320
Diversified Investment Strategies
Louisiana
$1.6M +$185K +12,048 +11%
SFWA
321
Summit Financial Wealth Advisors
Louisiana
$1.59M +$654K +42,528 +53%
Bank of Montreal
322
Bank of Montreal
Ontario, Canada
$1.58M +$89.3K +5,806 +5%
TA
323
Trellis Advisors
Washington
$1.57M +$155K +10,104 +9%
WU
324
Wealthsimple US
New York
$1.56M +$1.86M +120,864 New
VAS
325
Valicenti Advisory Services
New York
$1.54M +$113K +7,372 +7%

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.