We are live on ! Find out more
SCHF icon

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
FT
326
Fiduciary Trust
Massachusetts
$1.52M +$1.82M +118,078 New
GAM
327
Garrison Asset Management
Arkansas
$1.51M -$32.6K -2,120 -2%
RF
328
RHS Financial
California
$1.48M -$1.19M -77,356 -40%
FAAS
329
First Allied Advisory Services
California
$1.45M -$1.96M -127,508 -53%
MA
330
Mutual Advisors
Nebraska
$1.43M +$83K +5,398 +5%
CCA
331
Clearwater Capital Advisors
Illinois
$1.43M +$43.1K +2,804 +3%
PCMC
332
Private Capital Management (Colorado)
Colorado
$1.4M -$826K -53,728 -33%
RC
333
Roundview Capital
New Jersey
$1.4M -$944K -61,408 -36%
SFWC
334
Strategic Family Wealth Counselors
New Jersey
$1.4M -$403K -26,220 -20%
CCM
335
Carlson Capital Management
Minnesota
$1.39M +$1.1M +71,230 +219%
OCM
336
One Capital Management
California
$1.38M -$823K -53,534 -33%
FLPIM
337
F.L. Putnam Investment Management
Massachusetts
$1.37M -$259K -16,860 -14%
RSWM
338
Robertson Stephens Wealth Management
California
$1.36M +$971K +63,134 +149%
NGA
339
Naples Global Advisors
Florida
$1.36M +$227K +14,752 +16%
WP
340
WealthSource Partners
California
$1.36M +$219K +14,258 +16%
BIP
341
Blueprint Investment Partners
North Carolina
$1.34M -$2.79M -181,132 -64%
RRWA
342
Rainey & Randall Wealth Advisors
Florida
$1.32M +$70.1K +4,560 +5%
LCM
343
Liberty Capital Management
Michigan
$1.31M +$67.2K +4,368 +4%
TFS
344
TrustCore Financial Services
Tennessee
$1.3M +$117K +7,624 +8%
HI
345
Human Investing
Oregon
$1.27M +$128K +8,344 +9%
DCM
346
Davis Capital Management
Florida
$1.27M +$1.51M +98,454 New
FSWA
347
Financial Synergies Wealth Advisors
Texas
$1.26M +$8K +520 +0.5%
FCM
348
Fortis Capital Management
Washington
$1.23M +$45.8K +2,978 +3%
FWM
349
Frontier Wealth Management
Missouri
$1.23M -$85K -5,530 -5%
KCM
350
Kornitzer Capital Management
Kansas
$1.19M -$498K -32,400 -26%

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.