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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
FWM
401
Filbrandt Wealth Management
Wisconsin
$1.12M
NCM
402
Nelson Capital Management
California
$1.11M -$1.15M -68,348 -52%
PWSG
403
Pacific Wealth Strategies Group
California
$1.11M +$998K +59,160 New
IWMA
404
Ironwood Wealth Management (Arizona)
Arizona
$1.09M -$246K -14,614 -19%
KWM
405
Kingsview Wealth Management
Oregon
$1.08M +$5.87K +348 +0.6%
AAS
406
Annex Advisory Services
Wisconsin
$1.08M +$1.01M +59,752 New
SFWC
407
Strategic Family Wealth Counselors
New Jersey
$1.07M -$99.2K -5,880 -9%
AWA
408
Alaska Wealth Advisors
Alaska
$1.07M +$67.9K +4,026 +7%
FMP
409
Financial Management Professionals
Texas
$1.06M +$781K +46,330 +377%
GAM
410
Gould Asset Management
California
$1.05M -$79.1K -4,690 -7%
CG
411
Caprock Group
Idaho
$1.05M +$13.8K +818 +1%
BFM
412
Broadview Financial Management
Wisconsin
$1.04M -$72.2K -4,282 -7%
Janney Montgomery Scott
413
Janney Montgomery Scott
Pennsylvania
$1.04M -$44.9K -2,662 -4%
BPM
414
Bowling Portfolio Management
Ohio
$1.03M +$2.77K +164 +0.3%
EAM
415
Evanson Asset Management
California
$1.03M +$400K +23,710 +70%
FG
416
Fiduciary Group
Georgia
$1.01M -$55.9K -3,316 -6%
HFA
417
Hoover Financial Advisors
Pennsylvania
$1M -$39.1K -2,318 -4%
CHJWM
418
Carlton Hofferkamp & Jenks Wealth Management
Texas
$993K -$13.2K -782 -1%
LCM
419
Liberty Capital Management
Michigan
$989K +$926K +54,918 New
FG
420
Foster Group
Iowa
$986K +$925K +54,860 New
RPG
421
Resource Planning Group
Georgia
$984K -$21.7K -1,288 -2%
SBH
422
Segall Bryant & Hamill
Illinois
$967K +$49.1K +2,912 +6%
Geode Capital Management
423
Geode Capital Management
Massachusetts
$957K
TFS
424
TrustCore Financial Services
Tennessee
$931K -$472 -28 -0.1%
MCM
425
MAI Capital Management
Ohio
$921K +$862K +51,138 New

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.