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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
GPFA
751
Game Plan Financial Advisors
Ohio
-$1.25M -74,426 Closed
TF
752
Trek Financial
Arizona
-$1.2M -71,362 Closed
Goldman Sachs
753
Goldman Sachs
New York
-$1.19M -70,570 Closed
AW
754
ACG Wealth
Georgia
-$1.14M -67,730 Closed
CSPIA
755
Cary Street Partners Investment Advisory
Virginia
-$962K -57,206 Closed
HA
756
HC Advisors
Georgia
-$829K -49,308 Closed
LF
757
Lantz Financial
Illinois
-$802K -47,674 Closed
TF
758
TIAA FSB
Florida
-$775K -46,078 Closed
IAA
759
Independent Advisor Alliance
North Carolina
-$739K -43,976 Closed
SW
760
SVB Wealth
Massachusetts
-$658K -39,160 Closed
SMC
761
Smith, Moore & Co
Missouri
-$469K -27,914 Closed
BF
762
BOK Financial
Oklahoma
-$464K -27,594 Closed
TW
763
TrinityPoint Wealth
Connecticut
-$452K -26,892 Closed
Millennium Management
764
Millennium Management
New York
-$434K -25,804 Closed
IC
765
IEQ Capital
California
-$418K -24,872 Closed
SC
766
Slow Capital
California
-$389K -23,144 Closed
DLHL
767
Donald L. Hagan LLC
Florida
-$369K -21,792 Closed
CRC
768
Curi RMB Capital
Illinois
-$351K -20,866 Closed
AP
769
Arlington Partners
Alabama
-$338K -20,126 Closed
SCM
770
Stordahl Capital Management
Colorado
-$332K -19,740 Closed
3AM
771
3D Asset Management
Connecticut
-$327K -19,464 Closed
SCP
772
Shorepoint Capital Partners
Massachusetts
-$323K -19,220 Closed
BOS
773
Bingham Osborn & Scarborough
California
-$317K -18,868 Closed
WAS
774
Wealth Advisory Solutions
Indiana
-$314K -18,650 Closed
MCM
775
Maxim Capital Management
California
-$262K -18,448 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.