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Schwab International Equity ETF

792 hedge funds and large institutions have $17.2B invested in Schwab International Equity ETF in 2020 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 326 increasing their positions, 261 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

277% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 30

25% more repeat investments, than reductions

Existing positions increased: 326 | Existing positions reduced: 261

19% more capital invested

Capital invested by funds: $14.4B → $17.2B (+$2.8B)

12% more funds holding in top 10

Funds holding in top 10: 104116 (+12)

10% more funds holding

Funds holding: 720792 (+72)

0.16% more ownership

Funds ownership: 148.2%148.36% (+0.16%)

Holders
792
Holders Change
+72
Holders Change %
+10%
% of All Funds
14.02%
Holding in Top 10
116
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+11.54%
% of All Funds
2.05%
New
113
Increased
326
Reduced
261
Closed
30
Calls
$832K
Puts
Net Calls
+$832K
Net Calls Change
+$1.28M
Name Holding Trade Value Shares
Change
Change in
Stake
VFIC
376
Valley Forge Investment Consultants
Pennsylvania
$1.35M +$1.26M +74,780 New
FI
377
FormulaFolio Investments
Michigan
$1.34M -$51K -3,024 -4%
OCM
378
One Capital Management
California
$1.32M +$9.38K +556 +0.8%
PS
379
Portfolio Solutions
Michigan
$1.32M +$182K +10,784 +17%
Cerity Partners
380
Cerity Partners
New York
$1.31M +$253K +15,014 +26%
AIS
381
American Investment Services
Massachusetts
$1.3M +$3.44K +204 +0.3%
SFG
382
Sunburst Financial Group
Alabama
$1.3M +$26.3K +1,558 +2%
IAN
383
Integrated Advisors Network
Texas
$1.29M +$22.7K +1,344 +2%
SPIA
384
Steward Partners Investment Advisory
New York
$1.28M +$209K +12,376 +21%
BI
385
Blooom Inc
Kansas
$1.26M +$1.18M +69,782 New
CWS
386
Cypress Wealth Services
California
$1.22M +$1.14M +67,856 New
CA
387
Cambridge Advisors
Nebraska
$1.22M -$50.6K -2,998 -4%
IAIM
388
International Assets Investment Management
Florida
$1.21M -$78.4K -4,650 -9%
QCG
389
Quadrant Capital Group
Ohio
$1.21M +$12.8K +758 +1%
BAM
390
Belpointe Asset Management
Nevada
$1.2M +$10.4K +616 +0.9%
TIM
391
Thompson Investment Management
Wisconsin
$1.19M -$154K -9,124 -12%
FWM
392
Frontier Wealth Management
Missouri
$1.18M -$189K -11,200 -15%
AWM
393
AE Wealth Management
Kansas
$1.17M -$132K -7,832 -11%
ADL
394
Asset Dedication LLC
California
$1.16M +$54.9K +3,258 +5%
RPC
395
Rossmore Private Capital
Connecticut
$1.14M
WKWM
396
Walter & Keenan Wealth Management
Indiana
$1.14M +$15K +888 +1%
SSWM
397
Sheets Smith Wealth Management
North Carolina
$1.14M +$911 +54 +0.1%
HA
398
HC Advisors
Georgia
$1.14M +$131K +7,780 +14%
MS
399
Madden Securities
Texas
$1.13M +$59.7K +3,542 +6%
LJAC
400
L.J. Altfest & Co
New York
$1.12M +$6.64K +394 +0.6%

SCHF Hedge Fund Activity: Q4 2020 in Review

792 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Schwab International Equity ETF (SCHF) for Q4 2020, worth a combined $17.2B — up 19% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new SCHF positions and 30 closed out — a net gain of 83 holders — while 326 added to existing stakes and 261 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $154M. The largest seller was Betterment LLC, cutting an estimated $35.4M.

  • 792 institutional investors held Schwab International Equity ETF (SCHF) as of Q4 2020, up from 720 in Q3 2020.
  • Funds reported $17.2B of Schwab International Equity ETF stock for Q4 2020, up 19% quarter-over-quarter.
  • 113 funds opened new Schwab International Equity ETF positions in Q4 2020 and 30 closed out, a net change of +83 holders.
  • The largest Schwab International Equity ETF buyer in Q4 2020 was Financial Engines Advisors, an estimated $154M added.
  • The largest Schwab International Equity ETF seller in Q4 2020 was Betterment LLC, an estimated $35.4M sold.

Based on aggregated 13F filings for Q4 2020.