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Schwab International Equity ETF

532 hedge funds and large institutions have $12.1B invested in Schwab International Equity ETF in 2018 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 289 increasing their positions, 133 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 133

105% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 22

19% more capital invested

Capital invested by funds: $10.1B → $12.1B (+$1.96B)

16.17% more ownership

Funds ownership: 130.8%146.96% (+16%)

4% more funds holding

Funds holding: 514532 (+18)

0% more funds holding in top 10

Funds holding in top 10: 9797 (0)

Holders
532
Holders Change
+18
Holders Change %
+3.5%
% of All Funds
12.16%
Holding in Top 10
97
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
2.22%
New
45
Increased
289
Reduced
133
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
76
Armbruster Capital Management
New York
$12.5M +$121K +7,296 +1%
LTFS
77
Ladenburg Thalmann Financial Services
Florida
$12.1M +$938K +56,342 +8%
OAJ
78
Ogorek Anthony Joseph
New York
$12M -$6.21M -373,012 -34%
HA
79
Harborview Advisors
Maine
$11.9M +$1.38M +82,820 +13%
Ameriprise
80
Ameriprise
Minnesota
$11.9M +$1.53M +92,006 +15%
SFS
81
Summit Financial Strategies
Ohio
$11.8M +$706K +42,414 +6%
LPL Financial
82
LPL Financial
California
$11.8M +$22.1K +1,326 +0.2%
BOTW
83
Bank of the West
California
$11.6M +$877K +52,676 +8%
AIA
84
Arcadia Investment Advisors
Idaho
$11.5M +$506K +30,436 +5%
GCA
85
Gradient Capital Advisors
California
$11.3M +$1.15M +69,360 +11%
MCIA
86
Mountain Capital Investment Advisors
Colorado
$11.3M -$11.2M -672,898 -50%
IA
87
IFP Advisors
Florida
$11.3M +$1.3M +78,362 +13%
AA
88
Ancora Advisors
Ohio
$11.1M +$496K +29,808 +5%
WPIC
89
White Pine Investment Company
Michigan
$11.1M +$30.6K +1,836 +0.3%
MI
90
Moneywise Inc
Virginia
$11M -$774K -46,538 -7%
BAM
91
Berkshire Asset Management
Pennsylvania
$11M +$1M +60,346 +10%
NSAM
92
North Star Asset Management
Wisconsin
$11M +$9.66M +580,194 +777%
MAG
93
Mokosak Advisory Group
Iowa
$10.7M +$130K +7,812 +1%
FLPIM
94
F.L. Putnam Investment Management
Massachusetts
$10.4M +$886K +53,268 +9%
DP
95
Denver PWM
Colorado
$10.1M +$10.9M +653,740 New
LIM
96
Leavell Investment Management
Alabama
$9.94M +$501K +30,096 +5%
BCM
97
Boltwood Capital Management
California
$9.65M +$1.51M +90,458 +19%
MFT
98
Moisand Fitzgerald Tamayo
Florida
$9.55M +$765K +45,994 +9%
Mirae Asset Global Investments
99
Mirae Asset Global Investments
South Korea
$9.55M +$1.34M +80,424 +17%
FIM
100
Frontier Investment Management
Texas
$9.22M +$577K +34,678 +7%

SCHF Hedge Fund Activity: Q3 2018 in Review

532 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Schwab International Equity ETF (SCHF) for Q3 2018, worth a combined $12.1B — up 19% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SCHF positions and 22 closed out — a net gain of 23 holders — while 289 added to existing stakes and 133 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $1.32B. The largest seller was Betterment LLC, cutting an estimated $83.9M.

  • 532 institutional investors held Schwab International Equity ETF (SCHF) as of Q3 2018, up from 514 in Q2 2018.
  • Funds reported $12.1B of Schwab International Equity ETF stock for Q3 2018, up 19% quarter-over-quarter.
  • 45 funds opened new Schwab International Equity ETF positions in Q3 2018 and 22 closed out, a net change of +23 holders.
  • The largest Schwab International Equity ETF buyer in Q3 2018 was Envestnet Asset Management, an estimated $1.32B added.
  • The largest Schwab International Equity ETF seller in Q3 2018 was Betterment LLC, an estimated $83.9M sold.

Based on aggregated 13F filings for Q3 2018.