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Schwab International Equity ETF

737 hedge funds and large institutions have $13.3B invested in Schwab International Equity ETF in 2020 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 272 increasing their positions, 326 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

10.56% more ownership

Funds ownership: 144.9%155.46% (+11%)

4% less funds holding

Funds holding: 765737 (-28)

7% less funds holding in top 10

Funds holding in top 10: 144134 (-10)

11% less capital invested

Capital invested by funds: $14.9B → $13.3B (-$1.61B)

17% less repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 326

17% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 88

Holders
737
Holders Change
-28
Holders Change %
-3.66%
% of All Funds
16.24%
Holding in Top 10
134
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-6.94%
% of All Funds
2.95%
New
73
Increased
272
Reduced
326
Closed
88
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAI
101
Pittenger & Anderson Inc
Nebraska
$10.5M -$1.6M -103,906 -11%
TCPWM
102
Traverso Chambers Private Wealth Management
California
$10.2M +$12.1M +787,142 New
IDA
103
Intelligence Driven Advisers
California
$10.1M +$933K +60,640 +8%
Ameriprise
104
Ameriprise
Minnesota
$10M -$5.3M -344,678 -31%
Susquehanna International Group
105
Susquehanna International Group
Pennsylvania
$9.94M +$2.13M +138,708 +22%
NCM
106
Northwest Capital Management
Oregon
$9.88M -$344K -22,358 -3%
SDWMA
107
Schneider Downs Wealth Management Advisors
Pennsylvania
$9.81M +$2.54M +165,386 +28%
ISG
108
Investment Security Group
Colorado
$9.73M +$11.6M +752,930 New
ECM
109
Elgethun Capital Management
South Dakota
$9.71M +$447K +29,094 +4%
CAI
110
Capital Advisors Inc
Oklahoma
$9.68M +$29.1K +1,894 +0.3%
HFP
111
Holistic Financial Partners
Indiana
$9.55M -$575K -37,390 -5%
AP
112
Appleton Partners
Massachusetts
$9.47M -$57.5K -3,738 -0.5%
EC
113
Estate Counselors
Wisconsin
$9.45M +$11.3M +731,640 New
MFT
114
Moisand Fitzgerald Tamayo
Florida
$9.44M +$750K +48,776 +7%
AF
115
Advisornet Financial
Minnesota
$9.42M +$3.48M +226,106 +45%
RC
116
RegentAtlantic Capital
New Jersey
$9.34M +$10.7M +697,914 +2,773%
PIMG
117
Patriot Investment Management Group
Tennessee
$9.29M -$453K -29,442 -4%
GIA
118
GHP Investment Advisors
Colorado
$9.21M +$197K +12,804 +2%
KP
119
Keel Point
Alabama
$9.11M -$5.6M -364,230 -34%
SC
120
Savant Capital
Illinois
$9.1M +$7.78M +505,960 +255%
HPWM
121
Highland Private Wealth Management
Washington
$9.04M -$15.9M -1,035,228 -60%
WP
122
WealthPLAN Partners
Nebraska
$8.98M +$9.4M +611,536 +1,042%
MGIA
123
Moneta Group Investment Advisors
Missouri
$8.95M -$2.69M -174,936 -20%
ACWM
124
Adams Chetwood Wealth Management
North Carolina
$8.95M +$432K +28,084 +5%
CG
125
Colony Group
Massachusetts
$8.86M -$1.08M -70,336 -9%

SCHF Hedge Fund Activity: Q1 2020 in Review

737 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Schwab International Equity ETF (SCHF) for Q1 2020, worth a combined $13.3B — down 11% from $14.9B a quarter earlier.

Sellers outnumbered buyers: 88 funds closed out of SCHF and 73 opened new positions — a net loss of 15 holders — while 326 trimmed existing stakes and 272 added.

The largest buyer was Wealthfront Advisers, adding an estimated $670M. The largest seller was Creative Planning, cutting an estimated $271M.

  • 737 institutional investors held Schwab International Equity ETF (SCHF) as of Q1 2020, down from 765 in Q4 2019.
  • Funds reported $13.3B of Schwab International Equity ETF stock for Q1 2020, down 11% quarter-over-quarter.
  • 73 funds opened new Schwab International Equity ETF positions in Q1 2020 and 88 closed out, a net change of -15 holders.
  • The largest Schwab International Equity ETF buyer in Q1 2020 was Wealthfront Advisers, an estimated $670M added.
  • The largest Schwab International Equity ETF seller in Q1 2020 was Creative Planning, an estimated $271M sold.

Based on aggregated 13F filings for Q1 2020.