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Schwab International Equity ETF
SCHF

345 hedge funds and large institutions have $4.77B invested in Schwab International Equity ETF in 2017 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 186 increasing their positions, 79 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 79

73% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 26

23% more capital invested

Capital invested by funds: $3.89B → $4.77B (+$883M)

4% more funds holding

Funds holding: 333 → 345 (+12)

1% more ownership

Funds ownership: 115.54% → 116.55% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 59 → 59 (0)

Holders
345
Holders Change
+12
Holders Change %
+3.6%
% of All Funds
8.59%
Holding in Top 10
59
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.47%
New
45
Increased
186
Reduced
79
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$144M
2
CSIA
Charles Schwab Investment Advisory
California
+$139M
3
PCA
Personal Capital Advisors
California
+$67M
4
Financial Engines Advisors
Financial Engines Advisors
California
+$45.7M
5
OAJ
Ogorek Anthony Joseph
New York
+$24.5M

Top Sellers

1
Bessemer Group
Bessemer Group
New Jersey
-$15.7M
2
Betterment LLC
Betterment LLC
New York
-$10.4M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$7.19M
4
WI
WrapManager Inc
California
-$6.54M
5
PPA
Parametric Portfolio Associates
Washington
-$6.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
26
Apriem Advisors
California
$21M +$12M +828,812 +144%
FTUS
27
Flow Traders U.S.
New York
$18.5M +$18M +1,240,824 New
MWAC
28
Mariner Wealth Advisors (Cincinnati)
Ohio
$18.5M +$3.11M +214,512 +21%
PA
29
Planning Alternatives
Michigan
$18.5M +$359K +24,728 +2%
BL
30
BCWM LLC
Kansas
$17.5M -$4.47M -307,504 -21%
KF
31
Krilogy Financial
Missouri
$16.9M – – –
NIC
32
Northwest Investment Counselors
Oregon
$16.5M +$439K +30,212 +3%
PFM
33
Peak Financial Management
Massachusetts
$16.1M +$14.9M +1,025,250 +1,980%
BOTW
34
Bank of the West
California
$15.7M +$5.96M +410,482 +64%
TCM
35
Tradewinds Capital Management
Washington
$15.3M +$854K +58,802 +6%
SFG
36
SNS Financial Group
Minnesota
$14.4M +$14M +966,780 New
GAM
37
Gemmer Asset Management
California
$14.4M +$1.17M +80,344 +9%
BlackRock
38
BlackRock
New York
$13.8M -$498K -34,322 -4%
SFM
39
Signature Financial Management
Virginia
$13.3M +$678K +46,716 +6%
FC
40
Financial Consulate
Maryland
$13.2M +$11.8M +810,460 +1,087%
CMP
41
Courage Miller Partners
Virginia
$12.8M +$321K +22,118 +3%
BA
42
Bristlecone Advisors
Washington
$12.7M +$1.27M +87,302 +11%
CWM
43
Cabot Wealth Management
Massachusetts
$12.6M +$3.9M +268,574 +46%
AWS
44
AJ Wealth Strategies
New York
$12.4M +$2.93M +201,468 +32%
RPGK
45
Retirement Planning Group (Kansas)
Kansas
$12M +$124K +8,538 +1%
AWMG
46
Alliance Wealth Management Group
New Jersey
$12M +$9.45M +650,656 +495%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$11.8M +$2.18M +149,826 +23%
PIA
48
Peachtree Investment Advisors
Georgia
$11.7M +$1.73M +119,030 +18%
SHJ
49
Sharkey, Howes & Javer
Colorado
$11M +$7.48M +515,452 +234%
SAM
50
Summit Asset Management
Tennessee
$10.8M +$69.5K +4,784 +0.7%
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SCHF Hedge Fund Activity: Q1 2017 in Review

345 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Schwab International Equity ETF (SCHF) for Q1 2017, worth a combined $4.77B — up 23% from $3.89B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SCHF positions and 26 closed out — a net gain of 19 holders — while 186 added to existing stakes and 79 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $144M. The largest seller was Bessemer Group, cutting an estimated $15.7M.

  • 345 institutional investors held Schwab International Equity ETF (SCHF) as of Q1 2017, up from 333 in Q4 2016.
  • Funds reported $4.77B of Schwab International Equity ETF stock for Q1 2017, up 23% quarter-over-quarter.
  • 45 funds opened new Schwab International Equity ETF positions in Q1 2017 and 26 closed out, a net change of +19 holders.
  • The largest Schwab International Equity ETF buyer in Q1 2017 was Northwestern Mutual Wealth Management, an estimated $144M added.
  • The largest Schwab International Equity ETF seller in Q1 2017 was Bessemer Group, an estimated $15.7M sold.

Based on aggregated 13F filings for Q1 2017.