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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
ME
726
McIlrath & Eck
Washington
$1K
SIM
727
Sonora Investment Management
Arizona
$1K +$584 +38 +76%
TF
728
Tompkins Financial
New York
$1K +$1.17K +76 New
OSAM
729
O'Shaughnessy Asset Management
Connecticut
$1K +$1.51K +98 New
GEA
730
Glen Eagle Advisors
New Jersey
$724
NL
731
NWAM LLC
Washington
$663 +$508K +33,046 +181%
KFS
732
Kelly Financial Services
Massachusetts
$290
WIM
733
Westside Investment Management
California
$1 +$1.75K +114 New
MWP
734
MYCIO Wealth Partners
Pennsylvania
-$11.5M -682,118 Closed
RFA
735
Radnor Financial Advisors
Pennsylvania
-$9.81M -583,272 Closed
MAG
736
Mokosak Advisory Group
Iowa
-$9.71M -577,676 Closed
AG
737
Appleton Group
Wisconsin
-$7.03M -417,898 Closed
OMC
738
Old Mission Capital
Illinois
-$6.31M -375,206 Closed
PWSG
739
Pacific Wealth Strategies Group
California
-$4.79M -284,616 Closed
AWM
740
Aprio Wealth Management
Georgia
-$4.57M -271,532 Closed
LFS
741
Lutz Financial Services
Nebraska
-$3.79M -225,432 Closed
LWM
742
Lionsbridge Wealth Management
Florida
-$2.65M -157,892 Closed
OFW
743
Omnia Family Wealth
Florida
-$2.59M -154,226 Closed
SFS
744
Strategic Financial Services
New York
-$2.45M -145,460 Closed
AI
745
Atria Investments
North Carolina
-$2.43M -144,518 Closed
PCM
746
Pennsylvania Capital Management
Pennsylvania
-$2.04M -121,214 Closed
SW
747
SlateStone Wealth
Florida
-$1.39M -82,446 Closed
ECG
748
EPIQ Capital Group
California
-$1.33M -79,046 Closed
PWMG
749
Prestige Wealth Management Group
New Jersey
-$1.29M -76,726 Closed
IAA
750
Ironsides Asset Advisors
North Carolina
-$1.28M -76,000 Closed

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.