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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
HPWM
26
Highland Private Wealth Management
Washington
$29.5M +$2.32M +151,548 +8%
LYV
27
Live Your Vision
Pennsylvania
$29.3M -$3.95M -257,908 -11%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$29.3M +$7.37M +481,822 +30%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$29.2M -$1.18B -77,338,262 -97%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$28.5M +$8.02M +524,124 +35%
UCFA
31
United Capital Financial Advisors
Texas
$28.3M -$393K -25,668 -1%
PPA
32
Parametric Portfolio Associates
Washington
$27.2M +$29M +1,893,268 +7,848%
RWMH
33
Riverpoint Wealth Management Holdings
Illinois
$26.9M -$8.1M -529,380 -22%
KFC
34
Klingenstein Fields & Co
New York
$26.5M +$5.07M +331,202 +22%
KF
35
Krilogy Financial
Missouri
$25.9M +$396K +25,896 +1%
WCWM
36
Wooster Corthell Wealth Management
Connecticut
$24.8M -$2.11M -137,960 -7%
CHA
37
Cooper/Haims Advisors
New York
$22.2M +$3.85M +251,354 +19%
A
38
AdvicePeriod
California
$21.9M +$5.43M +354,532 +30%
GBBWRPM
39
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$21.7M +$23.5M +1,533,868 New
BA
40
Bristlecone Advisors
Washington
$21.6M -$461K -30,152 -2%
PA
41
Planning Alternatives
Michigan
$19.9M +$63.7K +4,164 +0.3%
HB
42
Homrich & Berg
Georgia
$19.4M +$19.4M +1,270,196 +1,299%
OCG
43
Opus Capital Group
Ohio
$18.9M +$952K +62,206 +5%
SFG
44
SNS Financial Group
Minnesota
$18.1M +$2.48M +162,286 +15%
JFGLC
45
Johnson Financial Group LLC (Colorado)
Colorado
$18M +$19.4M +1,266,898 New
NIC
46
Northwest Investment Counselors
Oregon
$17.8M +$393K +25,662 +2%
OAJ
47
Ogorek Anthony Joseph
New York
$17.5M +$7.95M +519,730 +73%
SFM
48
Signature Financial Management
Virginia
$17M +$1.77M +115,418 +11%
EA
49
Evergreen Advisors
Tennessee
$16.9M +$18.3M +1,193,700 New
ML
50
McAdam LLC
Pennsylvania
$16.7M +$2.58M +168,734 +17%

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.