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Schwab International Equity ETF

495 hedge funds and large institutions have $9.36B invested in Schwab International Equity ETF in 2018 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 295 increasing their positions, 115 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 115

24% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 33

12% more capital invested

Capital invested by funds: $8.34B → $9.36B (+$1.01B)

8% more funds holding in top 10

Funds holding in top 10: 8895 (+7)

1.51% more ownership

Funds ownership: 125.61%127.12% (+1.5%)

1% more funds holding

Funds holding: 491495 (+4)

Holders
495
Holders Change
+4
Holders Change %
+0.81%
% of All Funds
11.35%
Holding in Top 10
95
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7.95%
% of All Funds
2.18%
New
41
Increased
295
Reduced
115
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIAS
201
Shine Investment Advisory Services
Colorado
$2.09M +$12.8K +746 +0.6%
A
202
AdvicePeriod
California
$2.04M +$113K +6,584 +6%
CAG
203
Crestwood Advisors Group
Massachusetts
$2.02M +$716K +41,552 +53%
BP
204
BBR Partners
New York
$2.01M -$204K -11,860 -9%
TFS
205
TrustCore Financial Services
Tennessee
$1.99M +$327K +18,976 +19%
GHA
206
GW Henssler & Associates
Georgia
$1.95M +$58.5K +3,396 +3%
AIM
207
AMI Investment Management
Indiana
$1.93M +$5.68K +330 +0.3%
PC
208
Port Capital
Illinois
$1.85M +$238K +13,800 +14%
Citigroup
209
Citigroup
New York
$1.85M -$6.99K -406 -0.4%
SP
210
Successful Portfolios
Florida
$1.84M +$187K +10,876 +11%
CWS
211
Cypress Wealth Services
California
$1.83M +$873K +50,674 +88%
GAM
212
Garrison Asset Management
Arkansas
$1.8M +$90.2K +5,236 +5%
Bank of Montreal
213
Bank of Montreal
Ontario, Canada
$1.79M +$165K +9,606 +10%
LCM
214
Leisure Capital Management
California
$1.78M +$9.4K +546 +0.5%
WKWM
215
Walter & Keenan Wealth Management
Indiana
$1.77M
FNBT
216
FineMark National Bank & Trust
Florida
$1.75M +$178K +10,350 +11%
B
217
Bailard
California
$1.72M +$153K +8,902 +10%
FWM
218
Frontier Wealth Management
Missouri
$1.71M +$43K +2,498 +3%
MPI
219
Mairs & Power Inc
Minnesota
$1.65M +$310K +18,000 +23%
AWA
220
Alaska Wealth Advisors
Alaska
$1.63M -$25.1K -1,456 -1%
PWSG
221
Pacific Wealth Strategies Group
California
$1.61M +$359K +20,834 +28%
GPC
222
Glacier Peak Capital
Washington
$1.6M +$1.64M +95,026 New
CA
223
Cambridge Advisors
Nebraska
$1.5M +$253K +14,716 +20%
PFA
224
Pathway Financial Advisors
Vermont
$1.49M -$61.8K -3,588 -4%
AIM
225
Acropolis Investment Management
Missouri
$1.49M +$3.27K +190 +0.2%

SCHF Hedge Fund Activity: Q1 2018 in Review

495 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Schwab International Equity ETF (SCHF) for Q1 2018, worth a combined $9.36B — up 12% from $8.34B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new SCHF positions and 33 closed out — a net gain of 8 holders — while 295 added to existing stakes and 115 trimmed.

The largest buyer was Wealthfront, adding an estimated $305M. The largest seller was Flow Traders U.S., cutting an estimated $53.6M.

  • 495 institutional investors held Schwab International Equity ETF (SCHF) as of Q1 2018, up from 491 in Q4 2017.
  • Funds reported $9.36B of Schwab International Equity ETF stock for Q1 2018, up 12% quarter-over-quarter.
  • 41 funds opened new Schwab International Equity ETF positions in Q1 2018 and 33 closed out, a net change of +8 holders.
  • The largest Schwab International Equity ETF buyer in Q1 2018 was Wealthfront, an estimated $305M added.
  • The largest Schwab International Equity ETF seller in Q1 2018 was Flow Traders U.S., an estimated $53.6M sold.

Based on aggregated 13F filings for Q1 2018.