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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
BCM
801
Blume Capital Management
California
-$168K -10,000 Closed
NCM
802
Next Capital Management
New York
-$126K -7,502 Closed
BUB
803
BBVA USA Bancshares
Texas
-$67K -3,974 Closed
Chevy Chase Trust
804
Chevy Chase Trust
Maryland
-$61K -3,600 Closed
LWM
805
Liberty Wealth Management
California
-$42.9K -2,788 -100%
PWP
806
Personal Wealth Partners
Minnesota
-$45K -2,660 Closed
WHG
807
Westwood Holdings Group
Texas
-$39K -2,330 Closed
IWA
808
Intercontinental Wealth Advisors
Texas
-$39K -2,300 Closed
FCMT
809
Founders Capital Management (Texas)
Texas
-$34K -2,000 Closed
SSWG
810
Seven Springs Wealth Group
Tennessee
-$25K -1,514 Closed
IFWM
811
Institute for Wealth Management
Colorado
-$21K -1,264 Closed
ACM
812
Anfield Capital Management
California
-$11K -628 Closed
FGAM
813
Financial Gravity Asset Management
Texas
-$10K -584 Closed
CHAM
814
Clear Harbor Asset Management
Connecticut
-$7.1K -422 Closed
LWA
815
Lowe Wealth Advisors
Maryland
-$7K -400 Closed
TCOV
816
Trust Company of Vermont
Vermont
-$7K -388 Closed
WFMPM
817
Woodley Farra Manion Portfolio Management
Indiana
-$5K -306 Closed
GWMIA
818
Global Wealth Management Investment Advisory
Florida
-$2K -118 Closed
TFO
819
Tarbox Family Office
California
-$1K -78 Closed
WQ
820
Wealth Quarterback
New Jersey
-$550 -32 Closed
LFG
821
LifePlan Financial Group
Ohio
-$92 -6 Closed
NG
822
NWK Group
California
+$31 +2 New
MRCM
823
M&R Capital Management
New Jersey
+$62 +4 New
II
824
Inspire Investing
Idaho
+$554 +36 New

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.