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Schwab International Equity ETF

345 hedge funds and large institutions have $4.77B invested in Schwab International Equity ETF in 2017 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 186 increasing their positions, 79 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 79

73% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 26

23% more capital invested

Capital invested by funds: $3.89B → $4.77B (+$883M)

4% more funds holding

Funds holding: 333345 (+12)

1% more ownership

Funds ownership: 115.54%116.55% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 5959 (0)

Holders
345
Holders Change
+12
Holders Change %
+3.6%
% of All Funds
8.59%
Holding in Top 10
59
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.47%
New
45
Increased
186
Reduced
79
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
76
Sequoia Financial Advisors
Ohio
$5.9M +$4.41M +303,686 +333%
Morgan Stanley
77
Morgan Stanley
New York
$5.88M +$652K +44,874 +13%
KKAMG
78
Kernodle & Katon Asset Management Group
Arkansas
$5.86M -$38.3K -2,640 -0.7%
OCM
79
One Capital Management
California
$5.85M +$442K +30,434 +8%
ML
80
McAdam LLC
Pennsylvania
$5.67M +$458K +31,512 +9%
DIS
81
Diversified Investment Strategies
Louisiana
$5.58M -$170K -11,680 -3%
IA
82
IFP Advisors
Florida
$5.44M +$1.21M +83,076 +30%
AA
83
Ancora Advisors
Ohio
$5.31M +$281K +19,368 +6%
Mariner
84
Mariner
Kansas
$5.08M +$312K +21,510 +7%
JWA
85
JFS Wealth Advisors
Pennsylvania
$5.02M
BCM
86
Boltwood Capital Management
California
$4.89M +$354K +24,406 +8%
FIM
87
Frontier Investment Management
Texas
$4.83M -$4.82M -332,172 -51%
FWP
88
FAS Wealth Partners
Kansas
$4.83M +$1.35M +92,818 +40%
FI
89
FormulaFolio Investments
Michigan
$4.71M +$4.58M +315,168 New
WAM
90
Watermark Asset Management
California
$4.69M +$4.56M +314,220 New
SDWMA
91
Schneider Downs Wealth Management Advisors
Pennsylvania
$4.69M +$510K +35,110 +13%
UCFA
92
United Capital Financial Advisors
Texas
$4.62M -$1.02M -70,178 -19%
WA
93
Wealth Architects
California
$4.38M +$1.25K +86 +0%
AA
94
Alesco Advisors
New York
$4.2M +$184K +12,652 +5%
PMG
95
ProVise Management Group
Florida
$4.17M +$255K +17,530 +7%
VAS
96
Valicenti Advisory Services
New York
$4.13M +$682K +46,948 +20%
CCM
97
Condor Capital Management
New Jersey
$4.05M -$16.2K -1,118 -0.4%
PAG
98
Pinnacle Advisory Group
Maryland
$4.04M +$768K +52,876 +24%
EK
99
Evensky & Katz
Florida
$4M +$265K +18,274 +7%
GC
100
Grimes & Company
Massachusetts
$3.98M +$3.4M +234,376 +724%

SCHF Hedge Fund Activity: Q1 2017 in Review

345 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Schwab International Equity ETF (SCHF) for Q1 2017, worth a combined $4.77B — up 23% from $3.89B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SCHF positions and 26 closed out — a net gain of 19 holders — while 186 added to existing stakes and 79 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $144M. The largest seller was Bessemer Group, cutting an estimated $15.7M.

  • 345 institutional investors held Schwab International Equity ETF (SCHF) as of Q1 2017, up from 333 in Q4 2016.
  • Funds reported $4.77B of Schwab International Equity ETF stock for Q1 2017, up 23% quarter-over-quarter.
  • 45 funds opened new Schwab International Equity ETF positions in Q1 2017 and 26 closed out, a net change of +19 holders.
  • The largest Schwab International Equity ETF buyer in Q1 2017 was Northwestern Mutual Wealth Management, an estimated $144M added.
  • The largest Schwab International Equity ETF seller in Q1 2017 was Bessemer Group, an estimated $15.7M sold.

Based on aggregated 13F filings for Q1 2017.