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Schwab International Equity ETF

632 hedge funds and large institutions have $10.3B invested in Schwab International Equity ETF in 2018 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 274 increasing their positions, 174 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

268% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 40

57% more repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 174

20% more funds holding in top 10

Funds holding in top 10: 97116 (+19)

19% more funds holding

Funds holding: 532632 (+100)

8.96% less ownership

Funds ownership: 146.96%138.01% (-9%)

14% less capital invested

Capital invested by funds: $12.1B → $10.3B (-$1.75B)

Holders
632
Holders Change
+100
Holders Change %
+18.8%
% of All Funds
14.08%
Holding in Top 10
116
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+19.59%
% of All Funds
2.58%
New
147
Increased
274
Reduced
174
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BOTW
76
Bank of the West
California
$11.2M +$1.54M +100,666 +15%
PFM
77
Peak Financial Management
Massachusetts
$11.1M -$1.37M -89,300 -10%
AWMG
78
Alliance Wealth Management Group
New Jersey
$11.1M -$459K -29,998 -4%
TCM
79
Towercrest Capital Management
Pennsylvania
$11.1M -$459K -29,998 -4%
RRC
80
Relaxing Retirement Coach
Massachusetts
$11M +$293K +19,166 +3%
MA
81
MCF Advisors
Kentucky
$11M +$6.79M +443,958 +134%
BAM
82
Berkshire Asset Management
Pennsylvania
$11M +$1.78M +116,324 +18%
SWRP
83
Summit Wealth & Retirement Planning
California
$10.9M +$11.8M +772,206 New
TPW
84
Tiller Private Wealth
Pennsylvania
$10.9M -$587K -38,346 -5%
HA
85
Harborview Advisors
Maine
$10.7M +$656K +42,880 +6%
FIM
86
Frontier Investment Management
Texas
$10.6M +$3.02M +197,276 +36%
AI
87
Atria Investments
North Carolina
$10.5M +$3.32M +217,152 +42%
Susquehanna International Group
88
Susquehanna International Group
Pennsylvania
$10.3M +$9.99M +652,878 +898%
SFS
89
Summit Financial Strategies
Ohio
$10.2M +$223K +14,550 +2%
DP
90
Denver PWM
Colorado
$10.1M +$272K +17,744 +3%
TF
91
TimeScale Financial
Massachusetts
$10.1M +$10.9M +711,034 New
ACM
92
Armbruster Capital Management
New York
$10M -$600K -39,232 -5%
SG
93
Strid Group
Pennsylvania
$10M +$10.8M +706,342 New
JFG
94
JMG Financial Group
Illinois
$9.77M +$5.38M +351,454 +104%
LIM
95
Leavell Investment Management
Alabama
$9.72M +$1.43M +93,400 +16%
MCIA
96
Mountain Capital Investment Advisors
Colorado
$9.72M +$159K +10,362 +2%
AWS
97
AJ Wealth Strategies
New York
$9.69M -$20.5M -1,340,364 -66%
LTFS
98
Ladenburg Thalmann Financial Services
Florida
$9.67M -$671K -43,862 -6%
Ameriprise
99
Ameriprise
Minnesota
$9.63M -$416K -27,216 -4%
VNA
100
Valley National Advisers
Pennsylvania
$9.62M +$4.85M +317,080 +88%

SCHF Hedge Fund Activity: Q4 2018 in Review

632 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Schwab International Equity ETF (SCHF) for Q4 2018, worth a combined $10.3B — down 14% from $12.1B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new SCHF positions and 40 closed out — a net gain of 107 holders — while 274 added to existing stakes and 174 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $181M. The largest seller was Envestnet Asset Management, cutting an estimated $1.18B.

  • 632 institutional investors held Schwab International Equity ETF (SCHF) as of Q4 2018, up from 532 in Q3 2018.
  • Funds reported $10.3B of Schwab International Equity ETF stock for Q4 2018, down 14% quarter-over-quarter.
  • 147 funds opened new Schwab International Equity ETF positions in Q4 2018 and 40 closed out, a net change of +107 holders.
  • The largest Schwab International Equity ETF buyer in Q4 2018 was Northwestern Mutual Wealth Management, an estimated $181M added.
  • The largest Schwab International Equity ETF seller in Q4 2018 was Envestnet Asset Management, an estimated $1.18B sold.

Based on aggregated 13F filings for Q4 2018.