We are live on ! Find out more
SCHF icon

Schwab International Equity ETF

275 hedge funds and large institutions have $3.02B invested in Schwab International Equity ETF in 2016 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 141 increasing their positions, 86 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 86

17% more capital invested

Capital invested by funds: $2.58B → $3.02B (+$441M)

17% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 18

5.76% more ownership

Funds ownership: 102.83%108.59% (+5.8%)

5% more funds holding in top 10

Funds holding in top 10: 4143 (+2)

0% less funds holding

Funds holding: 276275 (-1)

Holders
275
Holders Change
-1
Holders Change %
-0.36%
% of All Funds
7.34%
Holding in Top 10
43
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.88%
% of All Funds
1.15%
New
21
Increased
141
Reduced
86
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$563M +$62.3M +4,551,030 +12%
PCA
2
Personal Capital Advisors
California
$336M +$45.3M +3,309,636 +15%
W
3
Wealthfront
California
$317M +$152M +11,097,704 +90%
Betterment LLC
4
Betterment LLC
New York
$299M +$69.8M +5,096,436 +30%
TH
5
TMFS Holdings
Kansas
$235M +$66.6M +4,867,520 +39%
Creative Planning
6
Creative Planning
Kansas
$233M +$33.7M +2,459,424 +17%
HSA
7
HBK Sorce Advisory
Pennsylvania
$52.9M +$392K +28,654 +0.7%
Bessemer Group
8
Bessemer Group
New Jersey
$52.6M +$9.82M +717,144 +23%
Charles Schwab
9
Charles Schwab
California
$52M +$72.3K +5,280 +0.1%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$37.1M +$37.4M +2,729,124 +55,178%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$34.1M +$2.98M +217,424 +9%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$30.9M -$9.15M -668,482 -23%
EHPM
13
Emery Howard Portfolio Management
California
$27.9M +$2.05M +149,548 +8%
HighTower Advisors
14
HighTower Advisors
Illinois
$26.2M +$12.9M +941,860 +95%
Jane Street
15
Jane Street
New York
$26.2M -$24.2M -1,767,998 -48%
LYV
16
Live Your Vision
Pennsylvania
$24.1M +$623K +45,498 +3%
HPWM
17
Highland Private Wealth Management
Washington
$20.4M -$524K -38,280 -2%
WAM
18
Wealthspire Advisors (Maryland)
Maryland
$19.8M +$1.15M +84,272 +6%
TAT
19
TD Ameritrade Trust
Colorado
$16.2M +$3.08M +224,902 +23%
PAG
20
Pinnacle Advisory Group
Maryland
$15.3M -$6.98M -509,994 -46%
BL
21
BCWM LLC
Kansas
$15.2M +$12.2M +894,122 +396%
PA
22
Planning Alternatives
Michigan
$14.9M -$360K -26,320 -2%
KF
23
Krilogy Financial
Missouri
$13.6M -$1.54M -112,162 -10%
VWM
24
Vector Wealth Management
Minnesota
$13.5M +$66.4K +4,850 +0.5%
BlackRock
25
BlackRock
New York
$13.3M +$1M +73,200 +8%

SCHF Hedge Fund Activity: Q2 2016 in Review

275 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Schwab International Equity ETF (SCHF) for Q2 2016, worth a combined $3.02B — up 17% from $2.58B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new SCHF positions and 18 closed out — a net gain of 3 holders — while 141 added to existing stakes and 86 trimmed.

The largest buyer was Wealthfront, adding an estimated $152M. The largest seller was Jane Street, cutting an estimated $24.2M.

  • 275 institutional investors held Schwab International Equity ETF (SCHF) as of Q2 2016, down from 276 in Q1 2016.
  • Funds reported $3.02B of Schwab International Equity ETF stock for Q2 2016, up 17% quarter-over-quarter.
  • 21 funds opened new Schwab International Equity ETF positions in Q2 2016 and 18 closed out, a net change of +3 holders.
  • The largest Schwab International Equity ETF buyer in Q2 2016 was Wealthfront, an estimated $152M added.
  • The largest Schwab International Equity ETF seller in Q2 2016 was Jane Street, an estimated $24.2M sold.

Based on aggregated 13F filings for Q2 2016.