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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
AIM
351
Aspen Investment Management
Michigan
$1.18M -$650K -42,252 -32%
Lido Advisors
352
Lido Advisors
California
$1.15M +$281K +18,258 +26%
PA
353
Parkside Advisors
California
$1.14M +$1.36M +88,510 New
MPI
354
Mairs & Power Inc
Minnesota
$1.14M -$185K -12,000 -12%
APG
355
Abacus Planning Group
South Carolina
$1.14M -$10.6K -690 -0.8%
LPT
356
Legacy Private Trust
Wisconsin
$1.14M +$1.35M +87,816 New
JC
357
Jentner Corp
Ohio
$1.13M +$73.5K +4,778 +6%
AIS
358
American Investment Services
Massachusetts
$1.12M +$60.7K +3,950 +5%
RFA
359
Reilly Financial Advisors
California
$1.12M -$74.4K -4,838 -5%
CAL
360
Capital Advisors Ltd
Ohio
$1.09M +$353K +22,982 +37%
RW
361
REDW Wealth
New Mexico
$1.09M -$1.12M -72,632 -46%
IAIM
362
International Assets Investment Management
Florida
$1.08M +$920K +59,818 New
CA
363
Cambridge Advisors
Nebraska
$1.05M -$12.7K -826 -1%
AA
364
Advisory Alpha
Michigan
$1.05M -$9.83M -639,434 -89%
PWM
365
PRW Wealth Management
Massachusetts
$1.05M -$487K -31,660 -28%
HWA
366
Heritage Way Advisors
Illinois
$1.04M +$153K +9,922 +14%
BFM
367
Broadview Financial Management
Wisconsin
$1.04M -$82.7K -5,378 -6%
WCG
368
Wall Capital Group
Arizona
$1.04M +$106K +6,902 +9%
FC
369
FCA Corp
Texas
$1.03M -$103K -6,690 -8%
Cerity Partners
370
Cerity Partners
New York
$1.02M -$39.4K -2,560 -3%
GAM
371
Gould Asset Management
California
$1.01M -$413K -26,824 -26%
SFA
372
Sequoia Financial Advisors
Ohio
$1.01M -$248K -16,120 -17%
SHJ
373
Sharkey, Howes & Javer
Colorado
$997K -$814K -52,922 -41%
TIM
374
Thompson Investment Management
Wisconsin
$975K -$12.5K -816 -1%
SWP
375
Stratos Wealth Partners
Ohio
$973K -$59.5K -3,868 -5%

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.