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Schwab International Equity ETF

737 hedge funds and large institutions have $13.3B invested in Schwab International Equity ETF in 2020 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 272 increasing their positions, 326 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

10.56% more ownership

Funds ownership: 144.9%155.46% (+11%)

4% less funds holding

Funds holding: 765737 (-28)

7% less funds holding in top 10

Funds holding in top 10: 144134 (-10)

11% less capital invested

Capital invested by funds: $14.9B → $13.3B (-$1.61B)

17% less repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 326

17% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 88

Holders
737
Holders Change
-28
Holders Change %
-3.66%
% of All Funds
16.24%
Holding in Top 10
134
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-6.94%
% of All Funds
2.95%
New
73
Increased
272
Reduced
326
Closed
88
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
26
Gemmer Asset Management
California
$31.8M -$3.76M -244,218 -9%
A
27
AdvicePeriod
California
$29.8M +$3.59M +233,550 +11%
RPGK
28
Retirement Planning Group (Kansas)
Kansas
$28.9M +$2.64M +171,824 +8%
EHPM
29
Emery Howard Portfolio Management
California
$28.6M -$6.9M -448,894 -17%
VWA
30
Visionary Wealth Advisors
Illinois
$28.3M +$11.7M +758,818 +53%
AA
31
Apriem Advisors
California
$28.2M -$2.73M -177,794 -8%
FM
32
Foster & Motley
Ohio
$28M +$19M +1,233,566 +132%
Jones Financial Companies
33
Jones Financial Companies
Missouri
$27.6M +$32.8M +2,132,916 New
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$27.5M -$18.5M -1,201,440 -36%
SFG
35
SNS Financial Group
Minnesota
$25.3M +$10.6M +689,638 +54%
PCIA
36
Prime Capital Investment Advisors
Kansas
$25.2M -$6.14M -399,578 -17%
BWM
37
BerganKDV Wealth Management
Minnesota
$24.9M -$3.85M -250,314 -11%
JIP
38
JBJ Investment Partners
South Carolina
$24.9M -$4.62M -300,530 -13%
ML
39
McAdam LLC
Pennsylvania
$24.8M +$4.1M +266,798 +16%
Mercer Global Advisors
40
Mercer Global Advisors
Colorado
$24.7M -$2.65M -172,448 -8%
CC
41
Callan Capital
California
$24.2M +$27.7M +1,801,664 +2,559%
RWMH
42
Riverpoint Wealth Management Holdings
Illinois
$22.2M -$8.65M -562,756 -25%
EA
43
Evergreen Advisors
Tennessee
$21.6M +$5.04M +327,648 +24%
UBS Group
44
UBS Group
Switzerland
$21.6M +$6.66M +432,958 +35%
Wells Fargo
45
Wells Fargo
California
$21M -$138K -8,962 -0.5%
SFSG
46
Stearns Financial Services Group
North Carolina
$20.1M +$21.7M +1,409,970 +948%
OAJ
47
Ogorek Anthony Joseph
New York
$20.1M +$6.51M +423,172 +37%
GSIS
48
Global Strategic Investment Solutions
Arizona
$19.7M -$6.96M -452,892 -23%
PA
49
Planning Alternatives
Michigan
$19.6M +$2.2M +143,336 +10%
CL
50
Choreo LLC
Illinois
$19.5M +$7.83M +509,322 +51%

SCHF Hedge Fund Activity: Q1 2020 in Review

737 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Schwab International Equity ETF (SCHF) for Q1 2020, worth a combined $13.3B — down 11% from $14.9B a quarter earlier.

Sellers outnumbered buyers: 88 funds closed out of SCHF and 73 opened new positions — a net loss of 15 holders — while 326 trimmed existing stakes and 272 added.

The largest buyer was Wealthfront Advisers, adding an estimated $670M. The largest seller was Creative Planning, cutting an estimated $271M.

  • 737 institutional investors held Schwab International Equity ETF (SCHF) as of Q1 2020, down from 765 in Q4 2019.
  • Funds reported $13.3B of Schwab International Equity ETF stock for Q1 2020, down 11% quarter-over-quarter.
  • 73 funds opened new Schwab International Equity ETF positions in Q1 2020 and 88 closed out, a net change of -15 holders.
  • The largest Schwab International Equity ETF buyer in Q1 2020 was Wealthfront Advisers, an estimated $670M added.
  • The largest Schwab International Equity ETF seller in Q1 2020 was Creative Planning, an estimated $271M sold.

Based on aggregated 13F filings for Q1 2020.