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Schwab International Equity ETF

814 hedge funds and large institutions have $18.9B invested in Schwab International Equity ETF in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 352 increasing their positions, 291 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 46

21% more repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 291

10% more capital invested

Capital invested by funds: $17.2B → $18.9B (+$1.7B)

3% more funds holding

Funds holding: 792814 (+22)

1.35% more ownership

Funds ownership: 148.36%149.71% (+1.3%)

2% less funds holding in top 10

Funds holding in top 10: 116114 (-2)

Holders
814
Holders Change
+22
Holders Change %
+2.78%
% of All Funds
14.29%
Holding in Top 10
114
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.72%
% of All Funds
2%
New
77
Increased
352
Reduced
291
Closed
46
Calls
$617K
Puts
Net Calls
+$617K
Net Calls Change
-$215K
Name Holding Trade Value Shares
Change
Change in
Stake
WP
101
WealthPLAN Partners
Nebraska
$14.1M +$664K +35,598 +5%
GSIS
102
Global Strategic Investment Solutions
Arizona
$14M -$14M -753,118 -50%
BFEC
103
Benjamin F. Edwards & Company
Missouri
$14M +$1.73M +92,998 +14%
KCPG
104
Kavar Capital Partners Group
Kansas
$13.9M +$559K +30,000 +4%
MFT
105
Moisand Fitzgerald Tamayo
Florida
$13.9M -$84.3K -4,522 -0.6%
GIA
106
GHP Investment Advisors
Colorado
$13.4M +$26.9K +1,440 +0.2%
TCPWM
107
Traverso Chambers Private Wealth Management
California
$13.2M -$107K -5,746 -0.8%
FC
108
Financial Consulate
Maryland
$13.2M +$406K +21,752 +3%
BA
109
Bristlecone Advisors
Washington
$13.1M +$449K +24,080 +4%
PEA
110
Pacific Edge Advisors
California
$12.9M +$796K +42,660 +7%
ACWM
111
Adams Chetwood Wealth Management
North Carolina
$12.9M -$177K -9,480 -1%
CAPTRUST Financial Advisors
112
CAPTRUST Financial Advisors
North Carolina
$12.5M -$984K -52,762 -7%
HDIM
113
Hanson & Doremus Investment Management
Vermont
$12.4M +$38.6K +2,070 +0.3%
BAMG
114
Brand Asset Management Group
Missouri
$12.3M +$948K +50,810 +8%
Brown Advisory
115
Brown Advisory
Maryland
$12.2M +$2.79M +149,874 +59%
BFPW
116
BOK Financial Private Wealth
Colorado
$12.2M -$49K -2,630 -0.4%
AWM
117
Avior Wealth Management
Nebraska
$12.1M +$56.4K +3,026 +0.5%
CCWA
118
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$11.9M -$458K -24,556 -4%
SWRP
119
Summit Wealth & Retirement Planning
California
$11.9M +$1.01M +54,122 +9%
JWA
120
JFS Wealth Advisors
Pennsylvania
$11.8M -$189K -10,146 -2%
MFGP
121
Marshall Financial Group (Pennsylvania)
Pennsylvania
$11.8M -$31.9K -1,712 -0.3%
HFP
122
Holistic Financial Partners
Indiana
$11.6M -$137K -7,346 -1%
BFG
123
Berger Financial Group
Minnesota
$11.6M +$7.62M +408,692 +195%
HI
124
Harbour Investments
Wisconsin
$11.5M +$11.4M +611,894 New
I
125
INVST
Indiana
$11.5M +$74.4K +3,992 +0.7%

SCHF Hedge Fund Activity: Q1 2021 in Review

814 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Schwab International Equity ETF (SCHF) for Q1 2021, worth a combined $18.9B — up 9.9% from $17.2B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new SCHF positions and 46 closed out — a net gain of 31 holders — while 352 added to existing stakes and 291 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $124M. The largest seller was Betterment LLC, cutting an estimated $44.4M.

  • 814 institutional investors held Schwab International Equity ETF (SCHF) as of Q1 2021, up from 792 in Q4 2020.
  • Funds reported $18.9B of Schwab International Equity ETF stock for Q1 2021, up 9.9% quarter-over-quarter.
  • 77 funds opened new Schwab International Equity ETF positions in Q1 2021 and 46 closed out, a net change of +31 holders.
  • The largest Schwab International Equity ETF buyer in Q1 2021 was Financial Engines Advisors, an estimated $124M added.
  • The largest Schwab International Equity ETF seller in Q1 2021 was Betterment LLC, an estimated $44.4M sold.

Based on aggregated 13F filings for Q1 2021.