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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
PFC
501
Phocas Financial Corp
California
$374K
WWM
502
Windsor Wealth Management
Indiana
$370K +$51.4K +3,342 +13%
SCA
503
Strategic Capital Advisers
Colorado
$367K +$87.5K +5,690 +25%
WFM
504
Wolff Financial Management
Michigan
$366K +$31.9K +2,076 +8%
SFG
505
Sage Financial Group
Pennsylvania
$364K +$492 +32 +0.1%
Northern Trust
506
Northern Trust
Illinois
$364K +$101K +6,538 +30%
EAM
507
Evanson Asset Management
California
$364K +$433K +28,166 New
RMC
508
Regis Management Company
California
$362K
BRWA
509
B. Riley Wealth Advisors
Florida
$354K -$172K -11,156 -29%
VWA
510
V Wealth Advisors
Kansas
$354K +$113K +7,352 +37%
Carson Wealth (CWM LLC)
511
Carson Wealth (CWM LLC)
Nebraska
$353K
TNA
512
True North Advisors
Texas
$352K +$115K +7,494 +38%
G
513
Gainplan
Michigan
$348K -$346K -22,522 -46%
FMWA
514
Forvis Mazars Wealth Advisors
Missouri
$348K -$185K -12,024 -31%
DP
515
DDD Partners
Washington
$348K +$43.3K +2,818 +12%
COF
516
Capital One Financial
Virginia
$348K +$415K +26,972 New
IIC
517
Ironwood Investment Counsel
Arizona
$336K -$286K -18,600 -42%
WOC
518
West Oak Capital
California
$334K +$12.9K +840 +3%
RM
519
Resource Management
Louisiana
$332K
OPA
520
Old Port Advisors
Maine
$331K -$153K -9,926 -28%
PAM
521
Pegasus Asset Management
New York
$329K -$8.58K -558 -2%
MMHP
522
Murphy Middleton Hinkle & Parker
Georgia
$329K -$8.34K -542 -2%
AIP
523
Almanack Investment Partners
Pennsylvania
$327K -$12.3M -799,622 -97%
PO
524
Private Ocean
California
$326K -$169K -10,978 -30%
SPA
525
Sentinel Pension Advisors
Massachusetts
$323K +$384K +24,974 New

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.