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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
HPWM
26
Highland Private Wealth Management
Washington
$32.3M +$1.35M +81,350 +4%
WCWM
27
Wooster Corthell Wealth Management
Connecticut
$31.7M +$2.73M +164,130 +10%
IAA
28
Ironsides Asset Advisors
North Carolina
$31.2M +$31M +1,862,192 New
KF
29
Krilogy Financial
Missouri
$30.2M +$2.18M +131,242 +8%
MWAC
30
Mariner Wealth Advisors (Cincinnati)
Ohio
$29.9M +$745K +44,762 +3%
GAM
31
Gemmer Asset Management
California
$26.8M +$1.65M +99,272 +7%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$26.6M -$5.6M -336,458 -18%
BA
33
Bristlecone Advisors
Washington
$26.1M +$5.74M +345,124 +29%
KFC
34
Klingenstein Fields & Co
New York
$25.8M +$3.02M +181,754 +13%
PEA
35
Pacific Edge Advisors
California
$25.7M -$1.1M -66,040 -4%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$24.9M +$1.37M +82,128 +6%
PA
37
Planning Alternatives
Michigan
$23.4M +$586K +35,216 +3%
CHA
38
Cooper/Haims Advisors
New York
$22M +$1.34M +80,780 +7%
OCG
39
Opus Capital Group
Ohio
$21.3M +$1.99M +119,364 +10%
CCM
40
CWH Capital Management
Washington
$21.3M -$1.08M -64,758 -5%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$21M -$324K -19,466 -2%
CWM
42
Cabot Wealth Management
Massachusetts
$20.9M +$52.6K +3,160 +0.3%
NIC
43
Northwest Investment Counselors
Oregon
$20.6M +$650K +39,072 +3%
A
44
AdvicePeriod
California
$20M +$17.4M +1,048,484 +733%
PIA
45
Peachtree Investment Advisors
Georgia
$19.3M +$232K +13,944 +1%
UBS Group
46
UBS Group
Switzerland
$18.8M +$1.57M +94,436 +9%
SFG
47
SNS Financial Group
Minnesota
$18.7M +$2.1K +126 +0%
Morgan Stanley
48
Morgan Stanley
New York
$18.6M -$2.31M -138,952 -11%
SFM
49
Signature Financial Management
Virginia
$18.2M -$147K -8,842 -0.8%
SHJ
50
Sharkey, Howes & Javer
Colorado
$17.5M +$196K +11,760 +1%

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.