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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
HFA
151
Huber Financial Advisors
Illinois
$6.77M +$3.97M +257,912 +97%
SWRP
152
Summit Wealth & Retirement Planning
California
$6.63M -$3.38M -219,948 -30%
WWM
153
WT Wealth Management
Arizona
$6.58M +$869K +56,494 +12%
JWA
154
JFS Wealth Advisors
Pennsylvania
$6.54M +$2.32M +150,574 +42%
RCIM
155
Red Cedar Investment Management
Michigan
$6.52M -$366K -23,830 -5%
BJ
156
Brouwer & Janachowski
California
$6.52M -$389K -25,326 -5%
CWM
157
Chesapeake Wealth Management
Virginia
$6.47M +$68.7K +4,470 +0.9%
VNA
158
Valley National Advisers
Pennsylvania
$6.43M -$2.86M -185,886 -27%
LA
159
LVW Advisors
New York
$6.42M +$2.05M +133,358 +37%
BFEC
160
Benjamin F. Edwards & Company
Missouri
$6.36M +$872K +56,720 +13%
SWM
161
SeaCrest Wealth Management
New York
$6.36M -$224K -14,596 -3%
RRC
162
Relaxing Retirement Coach
Massachusetts
$6.3M -$4.62M -300,270 -38%
KCPG
163
Kavar Capital Partners Group
Kansas
$6.17M -$28.1K -1,826 -0.4%
MI
164
Moneywise Inc
Virginia
$6.06M -$1.35M -87,514 -16%
AA
165
Ancora Advisors
Ohio
$6M -$688K -44,728 -9%
WIA
166
World Investment Advisors
California
$5.92M +$146K +9,492 +2%
Commonwealth Equity Services
167
Commonwealth Equity Services
Massachusetts
$5.86M -$2.46M -160,070 -26%
EK
168
Evensky & Katz
Florida
$5.82M -$1.93M -125,536 -22%
JIC
169
Johnson Investment Counsel
Ohio
$5.76M +$629K +40,910 +10%
PAG
170
Private Advisor Group
New Jersey
$5.74M -$822K -53,422 -11%
SBSB
171
Sullivan, Bruyette, Speros & Blaney
Virginia
$5.69M -$292K -18,956 -4%
PAG
172
Pinnacle Advisory Group
Maryland
$5.65M +$328K +21,336 +5%
HFS
173
Howard Financial Services
Texas
$5.65M -$1.52M -98,548 -18%
BP
174
Broadleaf Partners
Ohio
$5.53M +$201K +13,096 +3%
FFN
175
Focus Financial Network
Minnesota
$5.53M -$908K -59,018 -12%

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.