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Schwab International Equity ETF

491 hedge funds and large institutions have $8.34B invested in Schwab International Equity ETF in 2017 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 253 increasing their positions, 89 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

414% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 21

184% more repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 89

20% more funds holding

Funds holding: 408491 (+83)

17% more funds holding in top 10

Funds holding in top 10: 7588 (+13)

12% more capital invested

Capital invested by funds: $7.45B → $8.34B (+$895M)

1.03% more ownership

Funds ownership: 124.58%125.61% (+1%)

Holders
491
Holders Change
+83
Holders Change %
+20.34%
% of All Funds
11.14%
Holding in Top 10
88
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+17.33%
% of All Funds
2%
New
108
Increased
253
Reduced
89
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
76
Armbruster Capital Management
New York
$10.3M +$54.4K +3,198 +0.5%
LTFS
77
Ladenburg Thalmann Financial Services
Florida
$10.3M +$1.24M +72,766 +14%
UCFA
78
United Capital Financial Advisors
Texas
$10.3M +$148K +8,680 +1%
AA
79
Ancora Advisors
Ohio
$10.2M +$520K +30,572 +5%
SFS
80
Summit Financial Strategies
Ohio
$10.1M +$388K +22,830 +4%
MAG
81
Mokosak Advisory Group
Iowa
$10M +$10M +588,526 New
HA
82
Harborview Advisors
Maine
$10M +$9.98M +586,928 New
GCA
83
Gradient Capital Advisors
California
$9.63M +$9.61M +565,288 New
HCM
84
Hengehold Capital Management
Ohio
$9.54M -$365K -21,474 -4%
AG
85
Appleton Group
Wisconsin
$9.21M +$112K +6,558 +1%
BAM
86
Berkshire Asset Management
Pennsylvania
$9.02M +$107K +6,304 +1%
JFG
87
JMG Financial Group
Illinois
$8.98M -$61.4K -3,612 -0.7%
ML
88
McAdam LLC
Pennsylvania
$8.7M
GPW
89
GFS Private Wealth
Florida
$8.52M +$8.51M +500,234 New
AMM
90
American Money Management
California
$8.46M +$36.5K +2,148 +0.4%
Stifel Financial
91
Stifel Financial
Missouri
$8.41M +$1.33M +78,118 +19%
VCM
92
Versant Capital Management
Arizona
$8.36M +$7.79M +457,978 +1,391%
MFT
93
Moisand Fitzgerald Tamayo
Florida
$8.34M -$227K -13,340 -3%
IA
94
IFP Advisors
Florida
$8.27M +$639K +37,602 +8%
PMG
95
ProVise Management Group
Florida
$8.1M +$329K +19,360 +4%
AWM
96
Avior Wealth Management
Nebraska
$7.97M -$18.6K -1,092 -0.2%
SAMC
97
Spectrum Asset Management (California)
California
$7.85M +$2.38M +139,848 +44%
FI
98
FormulaFolio Investments
Michigan
$7.78M +$333K +19,574 +4%
BC
99
Burleson & Co
California
$7.68M +$7.67M +450,830 New
Mariner
100
Mariner
Kansas
$7.68M +$1.17M +68,636 +18%

SCHF Hedge Fund Activity: Q4 2017 in Review

491 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Schwab International Equity ETF (SCHF) for Q4 2017, worth a combined $8.34B — up 12% from $7.45B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new SCHF positions and 21 closed out — a net gain of 87 holders — while 253 added to existing stakes and 89 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $170M. The largest seller was Financial Management Professionals, exiting entirely with an estimated $32M sold.

  • 491 institutional investors held Schwab International Equity ETF (SCHF) as of Q4 2017, up from 408 in Q3 2017.
  • Funds reported $8.34B of Schwab International Equity ETF stock for Q4 2017, up 12% quarter-over-quarter.
  • 108 funds opened new Schwab International Equity ETF positions in Q4 2017 and 21 closed out, a net change of +87 holders.
  • The largest Schwab International Equity ETF buyer in Q4 2017 was Northwestern Mutual Wealth Management, an estimated $170M added.
  • The largest Schwab International Equity ETF seller in Q4 2017 was Financial Management Professionals, an estimated $32M sold.

Based on aggregated 13F filings for Q4 2017.