We are live on ! Find out more
SCHF icon

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
VNA
126
Valley National Advisers
Pennsylvania
$11.4M +$4.09M +219,410 +57%
FANJ
127
Financial Architects (New Jersey)
New Jersey
$11.4M +$356K +19,088 +3%
WIA
128
World Investment Advisors
California
$11.3M +$1.17M +62,888 +12%
BSAM
129
Blue Square Asset Management
New York
$11.3M -$762K -40,878 -6%
JIC
130
Johnson Investment Counsel
Ohio
$11.2M +$795K +42,648 +8%
ODCM
131
Old Dominion Capital Management
Virginia
$11M +$5M +267,928 +84%
HPWM
132
Highland Private Wealth Management
Washington
$11M -$295K -15,840 -3%
MWM
133
MorganRosel Wealth Management
Colorado
$10.6M +$1.51M +80,932 +17%
DP
134
Denver PWM
Colorado
$10.5M -$154K -8,238 -1%
BC
135
Burleson & Co
California
$10.2M +$290K +15,540 +3%
VCM
136
Vision Capital Management
Oregon
$10.1M -$267K -14,330 -3%
GC
137
Grimes & Company
Massachusetts
$10M +$251K +13,486 +3%
HB
138
Homrich & Berg
Georgia
$10M +$407K +21,814 +4%
MA
139
MUFG Americas
New York
$9.92M -$30.9K -1,656 -0.3%
RIM
140
Rockbridge Investment Management
New York
$9.87M -$63.1K -3,384 -0.6%
EE
141
EWG Elevate
California
$9.7M +$345K +18,516 +4%
MCWS
142
McKinley Carter Wealth Services
West Virginia
$9.59M +$9.51M +510,008 New
GCA
143
Gradient Capital Advisors
California
$9.5M -$330K -17,712 -3%
SAF
144
Smith Anglin Financial
Texas
$9.33M -$7.15M -383,260 -44%
KLI
145
Kelman-Lazarov Inc
Tennessee
$9.28M -$26.5K -1,420 -0.3%
OWM
146
Orgel Wealth Management
Wisconsin
$9.28M +$1.62M +86,872 +21%
WWM
147
WT Wealth Management
Arizona
$9.19M -$594K -31,856 -6%
P
148
Palladiem
Pennsylvania
$9.08M +$9.01M +482,926 New
EFSCE
149
Enterprise Financial Services Corp (EFSC)
Missouri
$8.95M -$86.1K -4,616 -1%
WPIC
150
White Pine Investment Company
Michigan
$8.93M +$19.3K +1,034 +0.2%

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.