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Schwab International Equity ETF
SCHF

491 hedge funds and large institutions have $8.34B invested in Schwab International Equity ETF in 2017 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 253 increasing their positions, 89 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

414% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 21

184% more repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 89

20% more funds holding

Funds holding: 408 → 491 (+83)

17% more funds holding in top 10

Funds holding in top 10: 75 → 88 (+13)

12% more capital invested

Capital invested by funds: $7.45B → $8.34B (+$895M)

1.03% more ownership

Funds ownership: 124.58% → 125.61% (+1%)

Holders
491
Holders Change
+83
Holders Change %
+20.34%
% of All Funds
11.14%
Holding in Top 10
88
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+17.33%
% of All Funds
2%
New
108
Increased
253
Reduced
89
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$170M
2
CSIA
Charles Schwab Investment Advisory
California
+$140M
3
Financial Engines Advisors
Financial Engines Advisors
California
+$92.2M
4
PCA
Personal Capital Advisors
California
+$65M
5
Bessemer Group
Bessemer Group
New Jersey
+$45.7M

Top Sellers

Rank Fund Capital Flow
1
FMP
Financial Management Professionals
Texas
-$32M
2
Jane Street
Jane Street
New York
-$27.3M
3
OMC
Old Mission Capital
Illinois
-$26.4M
4
AWMG
Alliance Wealth Management Group
New Jersey
-$13.7M
5
PFG
Piershale Financial Group
Illinois
-$12.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
HFP
176
Holistic Financial Partners
Indiana
$2.76M +$2.75M +161,820 New
Commonwealth Equity Services
177
Commonwealth Equity Services
Massachusetts
$2.69M +$255K +15,008 +10%
FCMT
178
Founders Capital Management (Texas)
Texas
$2.59M +$2.59M +152,040 New
DIS
179
Diversified Investment Strategies
Louisiana
$2.57M -$3.94M -231,508 -61%
RC
180
Roundview Capital
New Jersey
$2.5M +$125K +7,324 +5%
BP
181
Broadleaf Partners
Ohio
$2.48M +$2.48M +145,866 New
BC
182
Bartlett & Co
Ohio
$2.48M -$41.3K -2,428 -2%
HB
183
Homrich & Berg
Georgia
$2.48M +$132K +7,766 +6%
WA
184
WBH Advisory
Maryland
$2.46M +$173K +10,166 +8%
WIC
185
Whitegate Investment Counselors
New Hampshire
$2.45M +$49.3K +2,900 +2%
AA
186
Advisory Alpha
Michigan
$2.39M -$246K -14,464 -10%
AP
187
Appleton Partners
Massachusetts
$2.3M +$2.29M +134,830 New
AIM
188
Arcadia Investment Management
Michigan
$2.28M +$12.3K +726 +0.5%
BP
189
BBR Partners
New York
$2.23M +$2.23M +131,142 New
AW
190
ACG Wealth
Georgia
$2.18M +$87.5K +5,144 +4%
JIC
191
Johnson Investment Counsel
Ohio
$2.13M +$535K +31,486 +34%
MAS
192
Managed Account Services
Florida
$2.1M -$97.3K -5,722 -4%
SIAS
193
Shine Investment Advisory Services
Colorado
$2.1M -$14.2K -834 -0.7%
Koshinski Asset Management
194
Koshinski Asset Management
Illinois
$2.09M +$113K +6,652 +6%
AIM
195
AMI Investment Management
Indiana
$1.95M +$70.1K +4,124 +4%
A
196
AdvicePeriod
California
$1.95M +$1.94M +114,314 New
LF
197
Lee Financial
Texas
$1.94M +$13.7K +806 +0.7%
GHA
198
GW Henssler & Associates
Georgia
$1.91M +$67.2K +3,950 +4%
Citigroup
199
Citigroup
New York
$1.89M +$60.6K +3,562 +3%
AF
200
Advisornet Financial
Minnesota
$1.82M +$1.81M +106,712 New
6 7
8
9 10

SCHF Hedge Fund Activity: Q4 2017 in Review

491 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Schwab International Equity ETF (SCHF) for Q4 2017, worth a combined $8.34B — up 12% from $7.45B a quarter earlier.

Buyers outnumbered sellers: 108 funds opened new SCHF positions and 21 closed out — a net gain of 87 holders — while 253 added to existing stakes and 89 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $170M. The largest seller was Financial Management Professionals, exiting entirely with an estimated $32M sold.

  • 491 institutional investors held Schwab International Equity ETF (SCHF) as of Q4 2017, up from 408 in Q3 2017.
  • Funds reported $8.34B of Schwab International Equity ETF stock for Q4 2017, up 12% quarter-over-quarter.
  • 108 funds opened new Schwab International Equity ETF positions in Q4 2017 and 21 closed out, a net change of +87 holders.
  • The largest Schwab International Equity ETF buyer in Q4 2017 was Northwestern Mutual Wealth Management, an estimated $170M added.
  • The largest Schwab International Equity ETF seller in Q4 2017 was Financial Management Professionals, an estimated $32M sold.

Based on aggregated 13F filings for Q4 2017.