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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
HCM
701
Horrell Capital Management
Arkansas
$5K
PG
702
Proffitt & Goodson
Tennessee
$5K
SCA
703
Stonebridge Capital Advisors
Minnesota
$5K
NEIRG
704
New England Investment & Retirement Group
Massachusetts
$5K +$5.38K +350 New
SSB
705
Sandy Spring Bank
Maryland
$5K +$5.5K +358 New
CT
706
Caldwell Trust
Florida
$4.34K
PMFA
707
Plante Moran Financial Advisors
Michigan
$4K -$230K -14,934 -98%
DTIM
708
Danda Trouve Investment Management
Kansas
$4K -$9.23K -600 -64%
HIA
709
Harbor Investment Advisory
Maryland
$4K
LIA
710
LS Investment Advisors
Michigan
$4K
TFGT
711
TS Financial Group (TSFG)
Illinois
$4K +$4.49K +292 +635%
ZB
712
Zions Bancorporation
Utah
$4K +$4.95K +322 New
WA
713
WBH Advisory
Maryland
$3.12K -$721K -46,892 -16%
CAGAS
714
Capital Advisory Group Advisory Services
Minnesota
$3K -$97.3K -6,326 -96%
FMP
715
Financial Management Professionals
Texas
$3K -$15.1K -984 -79%
CAAS
716
Capital Asset Advisory Services
Michigan
$3K -$1.78K -116 -35%
HFS
717
Hantz Financial Services
Michigan
$3K +$3.66K +238 New
WAP
718
Wealthcare Advisory Partners
Pennsylvania
$2K -$15.2K -988 -88%
TFA
719
Toth Financial Advisory
Virginia
$2K +$31 +2 +1%
HFA
720
HC Financial Advisors
California
$2K +$1.84K +120 New
CWC
721
Carolinas Wealth Consulting
North Carolina
$2K +$1.91K +124 New
CFA
722
Carroll Financial Associates
North Carolina
$1K -$9.72K -632 -84%
TAM
723
Townsend Asset Management
North Carolina
$1K -$2.21K -144 -67%
AWM
724
Atticus Wealth Management
Florida
$1K -$1.32K -86 -46%
CIM
725
Contravisory Investment Management
Massachusetts
$1K

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.