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Schwab International Equity ETF

532 hedge funds and large institutions have $12.1B invested in Schwab International Equity ETF in 2018 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 289 increasing their positions, 133 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 133

105% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 22

19% more capital invested

Capital invested by funds: $10.1B → $12.1B (+$1.96B)

16.17% more ownership

Funds ownership: 130.8%146.96% (+16%)

4% more funds holding

Funds holding: 514532 (+18)

0% more funds holding in top 10

Funds holding in top 10: 9797 (0)

Holders
532
Holders Change
+18
Holders Change %
+3.5%
% of All Funds
12.16%
Holding in Top 10
97
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
2.22%
New
45
Increased
289
Reduced
133
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QCMNJ
401
Quantum Capital Management (New Jersey)
New Jersey
$301K -$466 -28 -0.2%
WCWM
402
Willow Creek Wealth Management
California
$298K +$499 +30 +0.2%
JG
403
Jefferies Group
New York
$295K
BCP
404
Blue Chip Partners
Michigan
$289K
LCM
405
Liberty Capital Management
Michigan
$286K +$6.16K +370 +2%
GD
406
Grandfield & Dodd
New York
$285K
GF
407
Goodman Financial
Texas
$281K +$4.99K +300 +2%
DC
408
Davenport & Co
Virginia
$280K -$80.9K -4,860 -23%
RI
409
Ridgewood Investments
New Jersey
$277K
CG
410
Colony Group
Massachusetts
$272K -$20.4K -1,226 -7%
WOC
411
West Oak Capital
California
$269K -$38K -2,284 -12%
CIA
412
Capital Investment Advisors
Georgia
$261K -$27.6K -1,656 -10%
DT
413
Diversified Trust
Tennessee
$260K
KFGK
414
Keystone Financial Group (Kentucky)
Kentucky
$254K
SQA
415
Simon Quick Advisors
New Jersey
$253K -$13K -782 -5%
IC
416
InterOcean Capital
Illinois
$251K -$2.53K -152 -1%
TWA
417
TCI Wealth Advisors
Arizona
$245K +$53.8K +3,234 +28%
RPG
418
Resource Planning Group
Georgia
$245K +$243K +14,612 New
SG
419
Somerset Group
Minnesota
$243K
DPA
420
Delphi Private Advisors
California
$242K +$8.02K +482 +3%
HI
421
Hendershot Investments
Virginia
$242K +$21.2K +1,276 +10%
TSS
422
Two Sigma Securities
New York
$241K +$239K +14,388 New
PS
423
Portfolio Solutions
Michigan
$239K +$28.2K +1,692 +14%
RCAG
424
Rehmann Capital Advisory Group
Michigan
$237K
HCIA
425
Hochman Cole Investment Advisors
Illinois
$235K +$234K +14,032 New

SCHF Hedge Fund Activity: Q3 2018 in Review

532 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Schwab International Equity ETF (SCHF) for Q3 2018, worth a combined $12.1B — up 19% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SCHF positions and 22 closed out — a net gain of 23 holders — while 289 added to existing stakes and 133 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $1.32B. The largest seller was Betterment LLC, cutting an estimated $83.9M.

  • 532 institutional investors held Schwab International Equity ETF (SCHF) as of Q3 2018, up from 514 in Q2 2018.
  • Funds reported $12.1B of Schwab International Equity ETF stock for Q3 2018, up 19% quarter-over-quarter.
  • 45 funds opened new Schwab International Equity ETF positions in Q3 2018 and 22 closed out, a net change of +23 holders.
  • The largest Schwab International Equity ETF buyer in Q3 2018 was Envestnet Asset Management, an estimated $1.32B added.
  • The largest Schwab International Equity ETF seller in Q3 2018 was Betterment LLC, an estimated $83.9M sold.

Based on aggregated 13F filings for Q3 2018.