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Schwab International Equity ETF

632 hedge funds and large institutions have $10.3B invested in Schwab International Equity ETF in 2018 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 274 increasing their positions, 174 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

268% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 40

57% more repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 174

20% more funds holding in top 10

Funds holding in top 10: 97116 (+19)

19% more funds holding

Funds holding: 532632 (+100)

8.96% less ownership

Funds ownership: 146.96%138.01% (-9%)

14% less capital invested

Capital invested by funds: $12.1B → $10.3B (-$1.75B)

Holders
632
Holders Change
+100
Holders Change %
+18.8%
% of All Funds
14.08%
Holding in Top 10
116
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+19.59%
% of All Funds
2.58%
New
147
Increased
274
Reduced
174
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PIA
51
Peachtree Investment Advisors
Georgia
$16.3M -$73.2K -4,782 -0.4%
CWM
52
Cabot Wealth Management
Massachusetts
$15.8M -$2.07M -135,174 -11%
PEA
53
Pacific Edge Advisors
California
$15.6M -$6.59M -430,910 -28%
UBS Group
54
UBS Group
Switzerland
$15.6M -$376K -24,556 -2%
CCWA
55
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$15.3M +$13.7M +896,430 +483%
KP
56
Keel Point
Alabama
$14.6M +$15.8M +1,032,246 New
FC
57
Financial Consulate
Maryland
$13.8M -$604K -39,440 -4%
Wells Fargo
58
Wells Fargo
California
$13.7M +$8.06M +526,820 +120%
CMP
59
Courage Miller Partners
Virginia
$13.7M +$629K +41,114 +4%
RCA
60
Rowland Carmichael Advisors
Arizona
$13.4M +$14.4M +943,520 New
TCM
61
Tradewinds Capital Management
Washington
$13.3M +$30K +1,958 +0.2%
WCM
62
Weatherstone Capital Management
Colorado
$13M +$11.9M +775,800 New
BlackRock
63
BlackRock
New York
$12.9M +$1.2M +78,740 +9%
FI
64
FormulaFolio Investments
Michigan
$12.9M
KBFS
65
Kohmann Bosshard Financial Services
Ohio
$12.9M -$683K -44,662 -5%
Mirae Asset Global Investments
66
Mirae Asset Global Investments
South Korea
$12.6M +$4.92M +321,696 +57%
SAM
67
Summit Asset Management
Tennessee
$12.5M +$1.11M +72,528 +9%
GSIS
68
Global Strategic Investment Solutions
Arizona
$12.4M +$13.4M +876,856 New
CCM
69
CWH Capital Management
Washington
$12.3M -$6.12M -399,670 -31%
HFS
70
Howard Financial Services
Texas
$12.2M +$13.2M +863,244 New
NSAM
71
North Star Asset Management
Wisconsin
$12.2M +$3.11M +203,038 +31%
CL
72
Choreo LLC
Illinois
$11.8M +$7.35M +480,088 +135%
RWM
73
RKL Wealth Management
Pennsylvania
$11.7M +$8.85M +578,566 +233%
PAI
74
Pittenger & Anderson Inc
Nebraska
$11.6M -$758K -49,524 -6%
IWMA
75
Ironwood Wealth Management (Arizona)
Arizona
$11.4M +$1.32K +86 +0%

SCHF Hedge Fund Activity: Q4 2018 in Review

632 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Schwab International Equity ETF (SCHF) for Q4 2018, worth a combined $10.3B — down 14% from $12.1B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new SCHF positions and 40 closed out — a net gain of 107 holders — while 274 added to existing stakes and 174 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $181M. The largest seller was Envestnet Asset Management, cutting an estimated $1.18B.

  • 632 institutional investors held Schwab International Equity ETF (SCHF) as of Q4 2018, up from 532 in Q3 2018.
  • Funds reported $10.3B of Schwab International Equity ETF stock for Q4 2018, down 14% quarter-over-quarter.
  • 147 funds opened new Schwab International Equity ETF positions in Q4 2018 and 40 closed out, a net change of +107 holders.
  • The largest Schwab International Equity ETF buyer in Q4 2018 was Northwestern Mutual Wealth Management, an estimated $181M added.
  • The largest Schwab International Equity ETF seller in Q4 2018 was Envestnet Asset Management, an estimated $1.18B sold.

Based on aggregated 13F filings for Q4 2018.