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Schwab International Equity ETF

792 hedge funds and large institutions have $17.2B invested in Schwab International Equity ETF in 2020 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 326 increasing their positions, 261 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

277% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 30

25% more repeat investments, than reductions

Existing positions increased: 326 | Existing positions reduced: 261

19% more capital invested

Capital invested by funds: $14.4B → $17.2B (+$2.8B)

12% more funds holding in top 10

Funds holding in top 10: 104116 (+12)

10% more funds holding

Funds holding: 720792 (+72)

0.16% more ownership

Funds ownership: 148.2%148.36% (+0.16%)

Holders
792
Holders Change
+72
Holders Change %
+10%
% of All Funds
14.02%
Holding in Top 10
116
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+11.54%
% of All Funds
2.05%
New
113
Increased
326
Reduced
261
Closed
30
Calls
$832K
Puts
Net Calls
+$832K
Net Calls Change
+$1.28M
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
601
Bogart Wealth LLC
Virginia
$311K +$22.6K +1,340 +8%
PAS
602
Park Avenue Securities
New York
$309K -$2.16M -127,804 -88%
GC
603
Gratus Capital
Georgia
$309K +$290K +17,172 New
JPLA
604
Joseph P. Lucia & Associates
New York
$308K -$13K -768 -4%
GWM
605
Geneos Wealth Management
Colorado
$302K +$22.2K +1,314 +8%
SFSIG
606
San Francisco Sentry Investment Group
California
$300K +$10.3K +610 +4%
CPIG
607
Chicago Partners Investment Group
Illinois
$297K -$9.17K -544 -3%
RPA
608
Rock Point Advisors
Vermont
$293K
GM
609
GeoWealth Management
Illinois
$293K +$69.6K +4,126 +34%
FWP
610
Firethorn Wealth Partners
Georgia
$290K +$272K +16,112 New
KeyBank National Association
611
KeyBank National Association
Ohio
$288K +$270K +16,020 New
LW
612
Linscomb Wealth
Texas
$287K
SW
613
SteelPeak Wealth
California
$287K +$8.87K +526 +3%
TFF
614
The Family Firm
Maryland
$286K +$2.19K +130 +0.8%
GIP
615
Granite Investment Partners
California
$285K +$127K +7,544 +91%
RWM
616
Ritholtz Wealth Management
New York
$285K +$267K +15,804 New
BPB
617
Badgley, Phelps & Bell
Washington
$282K +$264K +15,646 New
SA
618
SRH Advisors
Kansas
$280K +$911 +54 +0.3%
TCOV
619
Trust Company of Vermont
Vermont
$279K +$261K +15,498 New
VHAM
620
Van Hulzen Asset Management
California
$278K +$9.01K +534 +4%
AWA
621
Arete Wealth Advisors
Illinois
$277K -$8.16K -484 -3%
PO
622
Private Ocean
California
$272K -$154K -9,138 -38%
DC
623
Davenport & Co
Virginia
$270K
Millennium Management
624
Millennium Management
New York
$265K -$925K -54,862 -79%
CDH
625
Charles D. Hyman
$264K

SCHF Hedge Fund Activity: Q4 2020 in Review

792 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Schwab International Equity ETF (SCHF) for Q4 2020, worth a combined $17.2B — up 19% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new SCHF positions and 30 closed out — a net gain of 83 holders — while 326 added to existing stakes and 261 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $154M. The largest seller was Betterment LLC, cutting an estimated $35.4M.

  • 792 institutional investors held Schwab International Equity ETF (SCHF) as of Q4 2020, up from 720 in Q3 2020.
  • Funds reported $17.2B of Schwab International Equity ETF stock for Q4 2020, up 19% quarter-over-quarter.
  • 113 funds opened new Schwab International Equity ETF positions in Q4 2020 and 30 closed out, a net change of +83 holders.
  • The largest Schwab International Equity ETF buyer in Q4 2020 was Financial Engines Advisors, an estimated $154M added.
  • The largest Schwab International Equity ETF seller in Q4 2020 was Betterment LLC, an estimated $35.4M sold.

Based on aggregated 13F filings for Q4 2020.