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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
CAL
651
Capital Analysts LLC
Pennsylvania
$30K
HI
652
Hudock Inc
Pennsylvania
$27K -$163K -10,580 -83%
IWP
653
IAG Wealth Partners
Wisconsin
$27K
FHA
654
First Horizon Advisors
Tennessee
$26K -$36.3K -2,360 -53%
FA
655
Fortis Advisors
Pennsylvania
$26K -$92 -6 -0.3%
CCM
656
Covington Capital Management
California
$26K
TI
657
tru Independence
Oregon
$24.1K +$14.3M +931,920 +421%
JFA
658
JNBA Financial Advisors
Minnesota
$24K -$4.09K -266 -13%
SMG
659
Spectrum Management Group
Indiana
$24K
ICM
660
Islay Capital Management
Texas
$22K
NC
661
NewSquare Capital
Pennsylvania
$22K +$25.9K +1,682 +42,050%
BWM
662
Baystate Wealth Management
Massachusetts
$21K
ABC
663
Associated Banc-Corp
Wisconsin
$21K +$24.6K +1,598 New
MCM
664
Manchester Capital Management
Vermont
$21K +$24.6K +1,600 New
SQA
665
Simon Quick Advisors
New Jersey
$19K -$29.7K -1,930 -57%
OPS
666
Orion Portfolio Solutions
Nebraska
$19K -$23.3K -1,512 -51%
CIAS
667
CBIZ Investment Advisory Services
Ohio
$19K
LDFR
668
Lehman & Derafelo Financial Resources
Pennsylvania
$17K -$15.5K -1,008 -43%
JWBC
669
John W. Brooker & Co
California
$16K
PGAM
670
Princeton Global Asset Management
New Jersey
$16K +$18.9K +1,226 New
SIS
671
Sound Income Strategies
Florida
$15K +$17.5K +1,140 +4,071%
FEG
672
Financial Enhancement Group
Indiana
$15K +$18.1K +1,178 New
SWM
673
Selective Wealth Management
Virginia
$14K
VCM
674
Vigilant Capital Management
Maine
$14K +$6.46K +420 +65%
MIM
675
Macroview Investment Management
Maryland
$13K +$2.37K +154 +19%

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.