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Schwab International Equity ETF
SCHF

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: 333 → 345 (+12)

1% more ownership

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

0% more funds holding in top 10

Funds holding in top 10: 59 → 59 (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
–

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$144M
2
CSIA
Charles Schwab Investment Advisory
California
+$139M
3
PCA
Personal Capital Advisors
California
+$67M
4
Financial Engines Advisors
Financial Engines Advisors
California
+$45.7M
5
OAJ
Ogorek Anthony Joseph
New York
+$24.5M

Top Sellers

1
Bessemer Group
Bessemer Group
New Jersey
-$15.7M
2
Betterment LLC
Betterment LLC
New York
-$10.4M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$7.19M
4
WI
WrapManager Inc
California
-$6.54M
5
PPA
Parametric Portfolio Associates
Washington
-$6.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
BSB
101
Bangor Savings Bank
Maine
$3.96M +$842K +57,994 +28%
Bank of New York Mellon
102
Bank of New York Mellon
New York
$3.88M -$461K -31,724 -11%
WSTAM
103
Wilbanks Smith & Thomas Asset Management
Virginia
$3.74M -$396K -27,304 -10%
SWM
104
SigFig Wealth Management
California
$3.71M +$102K +7,024 +3%
AFS
105
Access Financial Services
Minnesota
$3.64M -$834K -57,426 -19%
FAAS
106
First Allied Advisory Services
California
$3.53M -$370K -25,466 -10%
CFA
107
Cahill Financial Advisors
Minnesota
$3.48M -$101K -6,930 -3%
FPCG
108
Fort Pitt Capital Group
Pennsylvania
$3.46M -$1.14M -78,234 -25%
EVM
109
Eaton Vance Management
Massachusetts
$3.45M +$105K +7,200 +3%
FCIM
110
Fairview Capital Investment Management
California
$3.33M – – –
GC
111
Garde Capital
Washington
$3.22M +$153K +10,566 +5%
FFA
112
Fragasso Financial Advisors
Pennsylvania
$3.16M -$119K -8,200 -4%
RW
113
Rand Wealth
Maryland
$3.1M -$560K -38,576 -16%
FTS
114
Fifth Third Securities
Ohio
$3.09M +$223K +15,384 +8%
BWP
115
BSW Wealth Partners
Colorado
$3.05M -$2.4M -165,412 -45%
LIM
116
Leavell Investment Management
Alabama
$3M +$1.14M +78,286 +64%
MA
117
MCF Advisors
Kentucky
$2.99M +$14.6K +1,008 +0.5%
SFSG
118
Stearns Financial Services Group
North Carolina
$2.97M -$465K -32,008 -14%
OA
119
Opes Advisors
California
$2.79M -$584K -40,190 -18%
HCA
120
Horan Capital Advisors
Ohio
$2.75M -$942K -64,876 -26%
ACM
121
Avalon Capital Management
California
$2.61M -$937K -64,496 -27%
HB
122
Homrich & Berg
Georgia
$2.59M -$1.45M -99,738 -37%
LFA
123
Landmark Financial Advisors
Kentucky
$2.58M +$123K +8,462 +5%
APP
124
Avantax Planning Partners
Iowa
$2.54M +$71.5K +4,926 +3%
US Bancorp
125
US Bancorp
Minnesota
$2.53M +$1.33M +91,712 +118%
3 4
5
6 7

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.