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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
JAG
451
Journey Advisory Group
Kentucky
$768K +$720K +42,670 New
MWM
452
Meridian Wealth Management
Kentucky
$759K +$15.5K +922 +2%
William Blair & Company
453
William Blair & Company
Illinois
$757K +$33.2K +1,966 +5%
SHWM
454
Silicon Hills Wealth Management
Texas
$753K -$29.1K -1,726 -4%
TC
455
Tatro Capital
Kentucky
$750K +$23K +1,364 +3%
AIM
456
Anchor Investment Management
South Carolina
$747K +$48.3K +2,864 +7%
SFG
457
SevenBridge Financial Group
Pennsylvania
$742K +$295K +17,516 +74%
SCM
458
SOL Capital Management
Maryland
$738K +$607 +36 +0.1%
Truist Financial
459
Truist Financial
North Carolina
$724K +$94.6K +5,612 +16%
RSWM
460
Robertson Stephens Wealth Management
California
$721K -$163K -9,690 -19%
CMBA
461
C.M. Bidwell & Associates
Hawaii
$709K +$153K +9,054 +30%
HAS
462
HBW Advisory Services
California
$708K +$51.3K +3,042 +8%
TSS
463
Two Sigma Securities
New York
$707K -$557K -33,034 -46%
DWP
464
Destiny Wealth Partners
Florida
$707K +$662K +39,262 New
PA
465
Procyon Advisors
Connecticut
$703K +$33K +1,958 +5%
SSWM
466
Smith Salley Wealth Management
North Carolina
$702K +$658K +38,998 New
MFA
467
Mayflower Financial Advisors
Massachusetts
$700K +$656K +38,904 New
IFS
468
Ifrah Financial Services
Arkansas
$692K +$3.34K +198 +0.5%
RMC
469
Regis Management Company
California
$687K
KA
470
Klingman & Associates
New York
$683K +$115K +6,804 +22%
PNC Financial Services Group
471
PNC Financial Services Group
Pennsylvania
$679K +$75.3K +4,466 +13%
WJWM
472
Williams Jones Wealth Management
New York
$678K -$42.7K -2,532 -6%
CWM
473
Cedar Wealth Management
California
$667K +$12.7K +756 +2%
SWM
474
Stockman Wealth Management
Montana
$661K -$52.5K -3,116 -8%
GB
475
Goepper Burkhardt
South Carolina
$661K +$619K +36,734 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.