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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
PGAM
651
Princeton Global Asset Management
New Jersey
$18K
SIS
652
Sound Income Strategies
Florida
$17K
SSB
653
Sandy Spring Bank
Maryland
$17K +$11.7K +832 +232%
JWBC
654
John W. Brooker & Co
California
$16K -$2.7K -192 -15%
VCM
655
Vigilant Capital Management
Maine
$16K
SWM
656
Selective Wealth Management
Virginia
$16K +$141 +10 +0.9%
MIM
657
Macroview Investment Management
Maryland
$16K +$1.41K +100 +10%
JHCP
658
Jackson Hole Capital Partners
Oklahoma
$14K
QCMC
659
Quantum Capital Management (California)
California
$13K
SBA
660
Secrest Blakey & Associates
North Carolina
$13K +$56 +4 +0.5%
BAM
661
Barrett Asset Management
New York
$13K +$84 +6 +0.7%
KPW
662
Kore Private Wealth
New York
$12K -$160K -11,378 -93%
FCA
663
FinTrust Capital Advisors
South Carolina
$12K
GI
664
Gradient Investments
Minnesota
$12K
WCG
665
Weaver Consulting Group
California
$12K
FA
666
Financial Advantage
Maryland
$12K +$12.1K +858 New
DI
667
Disciplined Investments
Oklahoma
$11K -$25.9K -1,840 -72%
PK
668
Pflug Koory
Nebraska
$11K
GTAM
669
Global Trust Asset Management
Florida
$10K
CAC
670
Certified Advisory Corp
Florida
$10K +$56 +4 +0.6%
IA
671
Independence Advisors
Pennsylvania
$10K +$84 +6 +0.9%
SIAP
672
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$10K +$703 +50 +7%
MCM
673
Manchester Capital Management
Vermont
$9K -$13.9K -986 -62%
SFG
674
Sowa Financial Group
Rhode Island
$9K +$56 +4 +0.6%
TFA
675
Toth Financial Advisory
Virginia
$9K +$6.41K +456 +262%

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.