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Schwab International Equity ETF

333 hedge funds and large institutions have $3.89B invested in Schwab International Equity ETF in 2016 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 172 increasing their positions, 72 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

237% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 19

139% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 72

28% more funds holding in top 10

Funds holding in top 10: 4659 (+13)

14% more funds holding

Funds holding: 292333 (+41)

13% more capital invested

Capital invested by funds: $3.43B → $3.89B (+$462M)

10.38% more ownership

Funds ownership: 105.17%115.54% (+10%)

Holders
333
Holders Change
+41
Holders Change %
+14.04%
% of All Funds
8.32%
Holding in Top 10
59
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+28.26%
% of All Funds
1.48%
New
64
Increased
172
Reduced
72
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
76
One Capital Management
California
$5M +$145K +10,322 +3%
Morgan Stanley
77
Morgan Stanley
New York
$4.83M +$3.69M +263,020 +306%
ML
78
McAdam LLC
Pennsylvania
$4.82M +$4.88M +348,134 New
AI
79
Atria Investments
North Carolina
$4.66M +$4.49M +320,500 +1,965%
AA
80
Ancora Advisors
Ohio
$4.65M +$4.71M +336,040 New
Mariner
81
Mariner
Kansas
$4.41M +$1.29M +92,112 +41%
FPCG
82
Fort Pitt Capital Group
Pennsylvania
$4.28M +$4.34M +309,550 New
BCM
83
Boltwood Capital Management
California
$4.19M +$2.81M +200,104 +194%
AFS
84
Access Financial Services
Minnesota
$4.17M +$4.23M +301,408 New
WA
85
Wealth Architects
California
$4.06M +$6.98K +498 +0.2%
Bank of New York Mellon
86
Bank of New York Mellon
New York
$4.04M +$88.7K +6,324 +2%
IA
87
IFP Advisors
Florida
$3.9M +$511K +36,442 +15%
SDWMA
88
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.86M -$1.58M -112,770 -29%
SIC
89
Salem Investment Counselors
North Carolina
$3.85M -$394K -28,080 -9%
WSTAM
90
Wilbanks Smith & Thomas Asset Management
Virginia
$3.84M +$1.24M +88,652 +47%
HB
91
Homrich & Berg
Georgia
$3.78M -$2.82M -201,242 -42%
CCM
92
Condor Capital Management
New Jersey
$3.77M -$4.24K -302 -0.1%
DWM
93
Destination Wealth Management
California
$3.74M +$2.79M +198,784 +279%
AA
94
Alesco Advisors
New York
$3.72M +$172K +12,278 +5%
PMG
95
ProVise Management Group
Florida
$3.62M +$103K +7,338 +3%
FAAS
96
First Allied Advisory Services
California
$3.58M +$1.15M +81,844 +46%
EK
97
Evensky & Katz
Florida
$3.44M -$774K -55,200 -18%
HCA
98
Horan Capital Advisors
Ohio
$3.44M +$3.49M +248,774 New
RW
99
Rand Wealth
Maryland
$3.41M -$141K -10,050 -4%
SWM
100
SigFig Wealth Management
California
$3.37M +$3.39M +241,632 New

SCHF Hedge Fund Activity: Q4 2016 in Review

333 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Schwab International Equity ETF (SCHF) for Q4 2016, worth a combined $3.89B — up 13% from $3.43B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new SCHF positions and 19 closed out — a net gain of 45 holders — while 172 added to existing stakes and 72 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, opening a new position worth an estimated $221M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $11.6M sold.

  • 333 institutional investors held Schwab International Equity ETF (SCHF) as of Q4 2016, up from 292 in Q3 2016.
  • Funds reported $3.89B of Schwab International Equity ETF stock for Q4 2016, up 13% quarter-over-quarter.
  • 64 funds opened new Schwab International Equity ETF positions in Q4 2016 and 19 closed out, a net change of +45 holders.
  • The largest Schwab International Equity ETF buyer in Q4 2016 was Northwestern Mutual Wealth Management, an estimated $221M added.
  • The largest Schwab International Equity ETF seller in Q4 2016 was Flow Traders U.S., an estimated $11.6M sold.

Based on aggregated 13F filings for Q4 2016.