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Schwab International Equity ETF

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: 408491 (+83)

17% more funds holding in top 10

Funds holding in top 10: 7588 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
201
Leisure Capital Management
California
$1.79M +$530K +31,192 +42%
WKWM
202
Walter & Keenan Wealth Management
Indiana
$1.79M +$27.1K +1,594 +2%
PR
203
Payden & Rygel
California
$1.76M +$1.76M +103,600 New
GAM
204
Garrison Asset Management
Arkansas
$1.74M +$165K +9,720 +11%
FWM
205
Frontier Wealth Management
Missouri
$1.69M -$152K -8,924 -8%
TFS
206
TrustCore Financial Services
Tennessee
$1.68M +$1.68M +98,878 New
SP
207
Successful Portfolios
Florida
$1.68M +$1.67M +98,424 New
CIAS
208
Capital Investment Advisory Services
North Carolina
$1.67M -$291K -17,122 -15%
PPA
209
Parametric Portfolio Associates
Washington
$1.67M +$1.67M +98,112 New
AWA
210
Alaska Wealth Advisors
Alaska
$1.67M +$1.66M +97,886 New
SFS
211
Strategic Financial Services
New York
$1.67M -$397K -23,338 -19%
Bank of Montreal
212
Bank of Montreal
Ontario, Canada
$1.65M +$13.7K +804 +0.8%
PC
213
Port Capital
Illinois
$1.64M +$1.63M +96,000 New
FNBT
214
FineMark National Bank & Trust
Florida
$1.59M -$143K -8,428 -8%
B
215
Bailard
California
$1.58M -$4.79K -282 -0.3%
PFA
216
Pathway Financial Advisors
Vermont
$1.57M +$1.57M +92,170 New
AIM
217
Acropolis Investment Management
Missouri
$1.5M -$10.7K -630 -0.7%
CCA
218
Cobblestone Capital Advisors
New York
$1.43M +$15K +880 +1%
CIBC Private Wealth Group
219
CIBC Private Wealth Group
Georgia
$1.41M +$17.9K +1,050 +1%
CC
220
Callan Capital
California
$1.4M +$107K +6,272 +8%
IF
221
Ironwood Financial
Arizona
$1.39M +$44.9K +2,638 +3%
MFP
222
Mosaic Financial Partners
California
$1.37M
MPI
223
Mairs & Power Inc
Minnesota
$1.36M
CHJWM
224
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.35M +$51K +3,000 +4%
FG
225
Fiduciary Group
Georgia
$1.34M +$5.54K +326 +0.4%

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.