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Schwab International Equity ETF

814 hedge funds and large institutions have $18.9B invested in Schwab International Equity ETF in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 352 increasing their positions, 291 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 46

21% more repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 291

10% more capital invested

Capital invested by funds: $17.2B → $18.9B (+$1.7B)

3% more funds holding

Funds holding: 792814 (+22)

1.35% more ownership

Funds ownership: 148.36%149.71% (+1.3%)

2% less funds holding in top 10

Funds holding in top 10: 116114 (-2)

Holders
814
Holders Change
+22
Holders Change %
+2.78%
% of All Funds
14.29%
Holding in Top 10
114
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.72%
% of All Funds
2%
New
77
Increased
352
Reduced
291
Closed
46
Calls
$617K
Puts
Net Calls
+$617K
Net Calls Change
-$215K
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
26
Gemmer Asset Management
California
$56.6M +$4.11M +220,308 +8%
CC
27
Callan Capital
California
$54.9M +$4.01M +215,212 +8%
KF
28
Krilogy Financial
Missouri
$53.3M +$2.55M +136,640 +5%
AA
29
Apriem Advisors
California
$51.2M +$2.93M +156,856 +6%
ML
30
McAdam LLC
Pennsylvania
$48.3M +$4.61M +247,450 +11%
LSAG
31
Lake Street Advisors Group
New Hampshire
$48.1M +$36.3K +1,944 +0.1%
FM
32
Foster & Motley
Ohio
$46.4M +$493K +26,438 +1%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$45.2M -$271K -14,530 -0.6%
BWM
34
BerganKDV Wealth Management
Minnesota
$44.1M +$2.46M +131,800 +6%
TI
35
Truepoint Inc
Ohio
$43.8M -$435K -23,304 -1%
SFG
36
SNS Financial Group
Minnesota
$43.7M +$1.62M +86,722 +4%
UBS Group
37
UBS Group
Switzerland
$37.8M +$3.61M +193,838 +11%
APP
38
Avantax Planning Partners
Iowa
$35.6M +$8.44M +452,662 +31%
RCIM
39
Red Cedar Investment Management
Michigan
$34.6M +$10.7M +571,668 +45%
EA
40
Evergreen Advisors
Tennessee
$33.9M +$1.09M +58,690 +3%
VWA
41
Visionary Wealth Advisors
Illinois
$32.7M -$1.75M -93,596 -5%
CL
42
Choreo LLC
Illinois
$31.8M +$980K +52,574 +3%
Wells Fargo
43
Wells Fargo
California
$31.1M +$1.6M +85,744 +5%
JFG
44
JMG Financial Group
Illinois
$30.8M +$5.79M +310,362 +23%
PRS
45
Pinkerton Retirement Specialists
Idaho
$30.6M -$567K -30,418 -2%
OCG
46
Opus Capital Group
Ohio
$30.4M +$1.27M +68,136 +4%
KFC
47
Klingenstein Fields & Co
New York
$29.6M +$1.08M +57,914 +4%
WCWM
48
Wooster Corthell Wealth Management
Connecticut
$29.4M +$122K +6,540 +0.4%
RWMH
49
Riverpoint Wealth Management Holdings
Illinois
$29.3M +$61.2K +3,280 +0.2%
RPGK
50
Retirement Planning Group (Kansas)
Kansas
$27.4M -$25.1K -1,346 -0.1%

SCHF Hedge Fund Activity: Q1 2021 in Review

814 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Schwab International Equity ETF (SCHF) for Q1 2021, worth a combined $18.9B — up 9.9% from $17.2B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new SCHF positions and 46 closed out — a net gain of 31 holders — while 352 added to existing stakes and 291 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $124M. The largest seller was Betterment LLC, cutting an estimated $44.4M.

  • 814 institutional investors held Schwab International Equity ETF (SCHF) as of Q1 2021, up from 792 in Q4 2020.
  • Funds reported $18.9B of Schwab International Equity ETF stock for Q1 2021, up 9.9% quarter-over-quarter.
  • 77 funds opened new Schwab International Equity ETF positions in Q1 2021 and 46 closed out, a net change of +31 holders.
  • The largest Schwab International Equity ETF buyer in Q1 2021 was Financial Engines Advisors, an estimated $124M added.
  • The largest Schwab International Equity ETF seller in Q1 2021 was Betterment LLC, an estimated $44.4M sold.

Based on aggregated 13F filings for Q1 2021.