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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
FC
126
Financial Consulate
Maryland
$8.79M -$4.34M -281,998 -29%
BFPW
127
BOK Financial Private Wealth
Colorado
$8.76M +$8.97M +583,258 +616%
CMA
128
Cedar Mountain Advisors
Oregon
$8.73M +$12.4K +808 +0.1%
FANJ
129
Financial Architects (New Jersey)
New Jersey
$8.66M -$662K -43,052 -6%
MFGP
130
Marshall Financial Group (Pennsylvania)
Pennsylvania
$8.59M +$1.21M +78,906 +13%
DP
131
Denver PWM
Colorado
$8.55M +$494K +32,134 +5%
CHA
132
Cooper/Haims Advisors
New York
$8.38M -$14.3M -930,558 -59%
PGFC
133
Peapack-Gladstone Financial Corp
New Jersey
$8.29M +$9.87M +641,976 New
WPIC
134
White Pine Investment Company
Michigan
$8.28M -$28.8K -1,874 -0.3%
TPW
135
Tiller Private Wealth
Pennsylvania
$8.14M -$174K -11,290 -2%
BAMG
136
Brand Asset Management Group
Missouri
$8.12M +$3.53M +229,838 +58%
Bank of America
137
Bank of America
North Carolina
$8.1M -$1.57M -101,862 -14%
SP
138
SWS Partners
Ohio
$7.98M +$9.5M +617,954 New
AWM
139
Avior Wealth Management
Nebraska
$7.94M +$1.39M +90,506 +17%
AMM
140
American Money Management
California
$7.6M -$87.4K -5,684 -1%
BWA
141
BlueSky Wealth Advisors
North Carolina
$7.57M +$182K +11,848 +2%
CFMC
142
Curbstone Financial Management Corp
New Hampshire
$7.43M -$50.7K -3,300 -0.6%
BCM
143
Boltwood Capital Management
California
$7.43M +$756K +49,160 +9%
MA
144
MUFG Americas
New York
$7.21M +$3.08M +200,076 +56%
NFG
145
NewFocus Financial Group
Washington
$7.14M +$8.5M +552,922 New
AIA
146
Arcadia Investment Advisors
Idaho
$7.14M -$700K -45,548 -8%
EE
147
EWG Elevate
California
$7.06M +$4.06M +263,912 +93%
MWM
148
Mission Wealth Management
California
$7M +$3.03M +196,734 +57%
GCA
149
Gradient Capital Advisors
California
$6.99M -$931K -60,554 -10%
BC
150
Burleson & Co
California
$6.86M -$294K -19,134 -4%

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.