We are live on ! Find out more
SCHF icon

Schwab International Equity ETF

632 hedge funds and large institutions have $10.3B invested in Schwab International Equity ETF in 2018 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 274 increasing their positions, 174 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

268% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 40

57% more repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 174

20% more funds holding in top 10

Funds holding in top 10: 97116 (+19)

19% more funds holding

Funds holding: 532632 (+100)

8.96% less ownership

Funds ownership: 146.96%138.01% (-9%)

14% less capital invested

Capital invested by funds: $12.1B → $10.3B (-$1.75B)

Holders
632
Holders Change
+100
Holders Change %
+18.8%
% of All Funds
14.08%
Holding in Top 10
116
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+19.59%
% of All Funds
2.58%
New
147
Increased
274
Reduced
174
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
401
Cornerstone Wealth Management
Missouri
$555K -$14.8M -967,344 -96%
Millennium Management
402
Millennium Management
New York
$555K +$599K +39,124 New
FA
403
Fagan Associates
New York
$554K -$31.2K -2,040 -5%
BL
404
BFSG LLC
California
$553K +$597K +38,982 New
PWM
405
Perigon Wealth Management
California
$548K -$85.9K -5,612 -13%
PA
406
Pinnacle Associates
New York
$542K +$72.7K +4,752 +14%
IC
407
InterOcean Capital
Illinois
$536K +$350K +22,860 +153%
OFG
408
Oxford Financial Group
Indiana
$535K +$52.3K +3,420 +10%
TCM
409
Twele Capital Management
Minnesota
$528K +$21.3K +1,394 +4%
ACM
410
AlphaStar Capital Management
North Carolina
$527K -$236K -15,396 -29%
SCA
411
Stokes Capital Advisors
South Carolina
$508K -$155K -10,118 -22%
Carson Wealth (CWM LLC)
412
Carson Wealth (CWM LLC)
Nebraska
$508K +$226K +14,736 +70%
WCM
413
Weik Capital Management
Pennsylvania
$502K +$44.5K +2,910 +9%
RPG
414
Resource Planning Group
Georgia
$493K +$309K +20,180 +138%
JMPWA
415
JP Morgan Private Wealth Advisors
California
$488K -$35.3K -2,308 -6%
JWS
416
Juncture Wealth Strategies
Arizona
$485K +$523K +34,206 New
EVC
417
Eidelman Virant Capital
Missouri
$485K -$3.37K -220 -0.6%
BBPWM
418
Blue Bell Private Wealth Management
Pennsylvania
$483K -$245K -15,982 -32%
GG
419
Gofen & Glossberg
Illinois
$483K +$13K +852 +3%
SBA
420
Secrest Blakey & Associates
North Carolina
$478K +$5.94K +388 +1%
CIC
421
Carnegie Investment Counsel
Ohio
$475K -$27.5K -1,800 -5%
EWM
422
Empirical Wealth Management
Washington
$471K -$121K -7,886 -19%
CWM
423
CCG Wealth Management
California
$471K +$508K +33,216 New
IFS
424
Ifrah Financial Services
Arkansas
$469K +$6.15K +402 +1%
BWP
425
Bernardo Wealth Planning
Pennsylvania
$469K +$506K +33,058 New

SCHF Hedge Fund Activity: Q4 2018 in Review

632 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Schwab International Equity ETF (SCHF) for Q4 2018, worth a combined $10.3B — down 14% from $12.1B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new SCHF positions and 40 closed out — a net gain of 107 holders — while 274 added to existing stakes and 174 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $181M. The largest seller was Envestnet Asset Management, cutting an estimated $1.18B.

  • 632 institutional investors held Schwab International Equity ETF (SCHF) as of Q4 2018, up from 532 in Q3 2018.
  • Funds reported $10.3B of Schwab International Equity ETF stock for Q4 2018, down 14% quarter-over-quarter.
  • 147 funds opened new Schwab International Equity ETF positions in Q4 2018 and 40 closed out, a net change of +107 holders.
  • The largest Schwab International Equity ETF buyer in Q4 2018 was Northwestern Mutual Wealth Management, an estimated $181M added.
  • The largest Schwab International Equity ETF seller in Q4 2018 was Envestnet Asset Management, an estimated $1.18B sold.

Based on aggregated 13F filings for Q4 2018.