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Schwab International Equity ETF

715 hedge funds and large institutions have $13.5B invested in Schwab International Equity ETF in 2020 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 229 increasing their positions, 364 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $13.3B → $13.5B (+$239M)

3% less funds holding

Funds holding: 737715 (-22)

8.61% less ownership

Funds ownership: 155.46%146.85% (-8.6%)

10% less funds holding in top 10

Funds holding in top 10: 134121 (-13)

25% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 75

37% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 364

Holders
715
Holders Change
-22
Holders Change %
-2.99%
% of All Funds
14.66%
Holding in Top 10
121
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-9.7%
% of All Funds
2.48%
New
56
Increased
229
Reduced
364
Closed
75
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LSAG
26
Lake Street Advisors Group
New Hampshire
$39.6M +$22.5M +1,597,560 +150%
KF
27
Krilogy Financial
Missouri
$39.5M +$2.41M +171,732 +7%
CC
28
Callan Capital
California
$37.7M +$9.33M +663,566 +35%
GAM
29
Gemmer Asset Management
California
$37.3M +$656K +46,692 +2%
FM
30
Foster & Motley
Ohio
$36.5M +$3.95M +281,248 +13%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$36.4M +$4.43M +315,198 +15%
TI
32
Truepoint Inc
Ohio
$36M -$3.98M -283,422 -10%
PA
33
Planning Alternatives
Michigan
$34.6M +$11.3M +803,448 +53%
AA
34
Apriem Advisors
California
$32.3M -$138K -9,840 -0.5%
PCIA
35
Prime Capital Investment Advisors
Kansas
$31.9M +$2.75M +195,660 +10%
RC
36
RegentAtlantic Capital
New Jersey
$31.9M +$20M +1,420,320 +196%
WAM
37
Wealthspire Advisors (Maryland)
Maryland
$31.6M -$7.3M -519,730 -20%
BWM
38
BerganKDV Wealth Management
Minnesota
$31.6M +$2.72M +193,788 +10%
SFG
39
SNS Financial Group
Minnesota
$31.2M +$1.95M +138,582 +7%
ML
40
McAdam LLC
Pennsylvania
$29.4M +$803K +57,126 +3%
JIP
41
JBJ Investment Partners
South Carolina
$29.1M +$363K +25,810 +1%
VWA
42
Visionary Wealth Advisors
Illinois
$27.8M -$4.6M -327,034 -15%
PRS
43
Pinkerton Retirement Specialists
Idaho
$27.2M +$13.1M +933,224 +104%
RPGK
44
Retirement Planning Group (Kansas)
Kansas
$26.5M -$6.39M -454,830 -20%
EA
45
Evergreen Advisors
Tennessee
$25.3M +$371K +26,372 +2%
UBS Group
46
UBS Group
Switzerland
$24.1M -$712K -50,652 -3%
Mercer Global Advisors
47
Mercer Global Advisors
Colorado
$23.4M -$4.78M -340,144 -18%
EHPM
48
Emery Howard Portfolio Management
California
$23.3M -$9.16M -651,828 -29%
CL
49
Choreo LLC
Illinois
$22.9M +$400K +28,448 +2%
Wells Fargo
50
Wells Fargo
California
$22.9M -$1.27M -90,670 -6%

SCHF Hedge Fund Activity: Q2 2020 in Review

715 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Schwab International Equity ETF (SCHF) for Q2 2020, worth a combined $13.5B — up 1.8% from $13.3B a quarter earlier.

Sellers outnumbered buyers: 75 funds closed out of SCHF and 56 opened new positions — a net loss of 19 holders — while 364 trimmed existing stakes and 229 added.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $114M. The largest seller was Wealthfront Advisers, cutting an estimated $988M.

  • 715 institutional investors held Schwab International Equity ETF (SCHF) as of Q2 2020, down from 737 in Q1 2020.
  • Funds reported $13.5B of Schwab International Equity ETF stock for Q2 2020, up 1.8% quarter-over-quarter.
  • 56 funds opened new Schwab International Equity ETF positions in Q2 2020 and 75 closed out, a net change of -19 holders.
  • The largest Schwab International Equity ETF buyer in Q2 2020 was Northwestern Mutual Wealth Management, an estimated $114M added.
  • The largest Schwab International Equity ETF seller in Q2 2020 was Wealthfront Advisers, an estimated $988M sold.

Based on aggregated 13F filings for Q2 2020.