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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
WCWM
51
Wooster Corthell Wealth Management
Connecticut
$18.7M -$6.49M -421,764 -23%
KFA
52
Kays Financial Advisory
Georgia
$18.4M +$21.9M +1,427,152 New
OCG
53
Opus Capital Group
Ohio
$18M -$965K -62,782 -4%
GIA
54
Gladstone Institutional Advisory
Florida
$18M +$5.28M +343,408 +33%
BCMO
55
Buckingham Capital Management (Ohio)
Ohio
$17.2M -$13.6M -886,422 -40%
PEA
56
Pacific Edge Advisors
California
$16.7M +$6.02M +391,300 +43%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$16.7M -$15M -974,684 -43%
NIC
58
Northwest Investment Counselors
Oregon
$16.7M -$455K -29,604 -2%
JFG
59
JMG Financial Group
Illinois
$16.6M +$11.4M +744,206 +137%
AWM
60
Argent Wealth Management
Massachusetts
$15.9M +$1.87M +121,794 +11%
RWM
61
RKL Wealth Management
Pennsylvania
$15.5M +$1.36M +88,674 +8%
AFA
62
American Financial Advisors
Georgia
$15.5M -$2.45M -159,162 -12%
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
$15.5M -$3.6M -234,362 -16%
HSA
64
HBK Sorce Advisory
Pennsylvania
$15.2M -$990K -64,374 -5%
SIS
65
SVB Investment Services
Utah
$14.6M +$1.3M +84,240 +8%
DS
66
DRW Securities
Illinois
$14.1M +$16.8M +1,091,372 New
Osaic Holdings
67
Osaic Holdings
Arizona
$14M +$105M +6,807,502 New
CMP
68
Courage Miller Partners
Virginia
$13.9M +$781K +50,776 +5%
CWM
69
Cabot Wealth Management
Massachusetts
$13.9M -$1.12M -72,908 -6%
LSAG
70
Lake Street Advisors Group
New Hampshire
$13.7M +$14M +912,104 +601%
TCM
71
Tradewinds Capital Management
Washington
$13.7M +$277K +18,038 +2%
FIM
72
Frontier Investment Management
Texas
$13.4M +$806K +52,394 +5%
YAL
73
Your Advocates Ltd
Texas
$13.4M -$3.53M -229,574 -18%
KBFS
74
Kohmann Bosshard Financial Services
Ohio
$13.3M -$2.75M -178,538 -15%
NSAM
75
North Star Asset Management
Wisconsin
$13.2M +$1.34M +87,110 +9%

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.