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Schwab International Equity ETF

345 hedge funds and large institutions have $4.77B invested in Schwab International Equity ETF in 2017 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 186 increasing their positions, 79 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 79

73% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 26

23% more capital invested

Capital invested by funds: $3.89B → $4.77B (+$883M)

4% more funds holding

Funds holding: 333345 (+12)

1% more ownership

Funds ownership: 115.54%116.55% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 5959 (0)

Holders
345
Holders Change
+12
Holders Change %
+3.6%
% of All Funds
8.59%
Holding in Top 10
59
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.47%
New
45
Increased
186
Reduced
79
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$940M +$139M +9,581,990 +18%
PCA
2
Personal Capital Advisors
California
$551M +$67M +4,612,156 +14%
W
3
Wealthfront
California
$390M -$5.53M -380,590 -1%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$384M +$144M +9,901,772 +63%
Betterment LLC
5
Betterment LLC
New York
$373M -$10.4M -717,398 -3%
Creative Planning
6
Creative Planning
Kansas
$282M +$5.46M +375,844 +2%
Financial Engines Advisors
7
Financial Engines Advisors
California
$275M +$45.7M +3,150,094 +21%
Charles Schwab
8
Charles Schwab
California
$80.1M +$8.93M +615,026 +13%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$61.9M +$7.61M +523,966 +14%
HSA
10
HBK Sorce Advisory
Pennsylvania
$59.8M +$1.5M +103,356 +3%
Bessemer Group
11
Bessemer Group
New Jersey
$53.2M -$15.7M -1,078,442 -23%
HighTower Advisors
12
HighTower Advisors
Illinois
$45.9M +$2.11M +144,974 +5%
Jane Street
13
Jane Street
New York
$36.4M +$7.5M +516,420 +27%
WF
14
WealthTrust Fairport
Ohio
$33.8M -$942K -64,852 -3%
EHPM
15
Emery Howard Portfolio Management
California
$32.9M +$2.1M +144,700 +7%
RWMH
16
Riverpoint Wealth Management Holdings
Illinois
$30.1M +$1.31M +90,084 +5%
LYV
17
Live Your Vision
Pennsylvania
$28.3M +$1.02M +70,130 +4%
WAM
18
Wealthspire Advisors (Maryland)
Maryland
$27.9M +$2.56M +176,610 +10%
OAJ
19
Ogorek Anthony Joseph
New York
$25.2M +$24.5M +1,688,774 New
TAT
20
TD Ameritrade Trust
Colorado
$24.7M +$5.42M +373,168 +29%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$24.5M -$4.74M -326,732 -17%
Bank of America
22
Bank of America
North Carolina
$24.5M +$9.28M +639,306 +64%
BWM
23
BerganKDV Wealth Management
Minnesota
$22.2M +$6.49M +446,612 +43%
WCWM
24
Wooster Corthell Wealth Management
Connecticut
$21.6M +$333K +22,926 +2%
HPWM
25
Highland Private Wealth Management
Washington
$21M -$167K -11,490 -0.8%

SCHF Hedge Fund Activity: Q1 2017 in Review

345 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Schwab International Equity ETF (SCHF) for Q1 2017, worth a combined $4.77B — up 23% from $3.89B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SCHF positions and 26 closed out — a net gain of 19 holders — while 186 added to existing stakes and 79 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $144M. The largest seller was Bessemer Group, cutting an estimated $15.7M.

  • 345 institutional investors held Schwab International Equity ETF (SCHF) as of Q1 2017, up from 333 in Q4 2016.
  • Funds reported $4.77B of Schwab International Equity ETF stock for Q1 2017, up 23% quarter-over-quarter.
  • 45 funds opened new Schwab International Equity ETF positions in Q1 2017 and 26 closed out, a net change of +19 holders.
  • The largest Schwab International Equity ETF buyer in Q1 2017 was Northwestern Mutual Wealth Management, an estimated $144M added.
  • The largest Schwab International Equity ETF seller in Q1 2017 was Bessemer Group, an estimated $15.7M sold.

Based on aggregated 13F filings for Q1 2017.