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Schwab International Equity ETF

383 hedge funds and large institutions have $5.73B invested in Schwab International Equity ETF in 2017 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 209 increasing their positions, 72 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

269% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 16

190% more repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 72

20% more capital invested

Capital invested by funds: $4.77B → $5.73B (+$958M)

15% more funds holding in top 10

Funds holding in top 10: 5968 (+9)

11% more funds holding

Funds holding: 345383 (+38)

3.56% less ownership

Funds ownership: 116.55%112.99% (-3.6%)

Holders
383
Holders Change
+38
Holders Change %
+11.01%
% of All Funds
9.55%
Holding in Top 10
68
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+15.25%
% of All Funds
1.7%
New
59
Increased
209
Reduced
72
Closed
16
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$1.14B +$136M +8,782,574 +14%
PCA
2
Personal Capital Advisors
California
$643M +$58.4M +3,760,102 +10%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$616M +$203M +13,075,060 +51%
W
4
Wealthfront
California
$453M +$37.5M +2,413,086 +9%
Betterment LLC
5
Betterment LLC
New York
$383M -$13.1M -844,012 -3%
Creative Planning
6
Creative Planning
Kansas
$290M -$9.77M -629,006 -3%
Financial Engines Advisors
7
Financial Engines Advisors
California
$275M +$63.7K +4,104 +0%
Charles Schwab
8
Charles Schwab
California
$94.8M +$9.33M +600,640 +11%
Bessemer Group
9
Bessemer Group
New Jersey
$76.6M +$19.5M +1,257,800 +35%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$73.6M +$7.6M +489,264 +12%
HSA
11
HBK Sorce Advisory
Pennsylvania
$66.1M +$2.5M +161,204 +4%
Jane Street
12
Jane Street
New York
$62.2M +$23M +1,479,902 +61%
HighTower Advisors
13
HighTower Advisors
Illinois
$55.9M +$6.92M +445,592 +14%
AA
14
Apriem Advisors
California
$38.6M +$15.9M +1,026,530 +73%
EHPM
15
Emery Howard Portfolio Management
California
$37.8M +$2.74M +176,656 +8%
RPGK
16
Retirement Planning Group (Kansas)
Kansas
$37.3M +$24M +1,543,122 +192%
WF
17
WealthTrust Fairport
Ohio
$35.3M -$590K -38,028 -2%
RWMH
18
Riverpoint Wealth Management Holdings
Illinois
$32.9M +$731K +47,098 +2%
LYV
19
Live Your Vision
Pennsylvania
$32.9M +$1.62M +104,260 +5%
WAM
20
Wealthspire Advisors (Maryland)
Maryland
$31.6M +$1.89M +121,960 +7%
Bank of America
21
Bank of America
North Carolina
$30.9M +$4.79M +308,652 +19%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$30.4M +$4.24M +273,004 +17%
OAJ
23
Ogorek Anthony Joseph
New York
$27M +$157K +10,100 +0.6%
KF
24
Krilogy Financial
Missouri
$23.9M +$4.37M +281,166 +23%
BWM
25
BerganKDV Wealth Management
Minnesota
$23.9M +$216K +13,902 +0.9%

SCHF Hedge Fund Activity: Q2 2017 in Review

383 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Schwab International Equity ETF (SCHF) for Q2 2017, worth a combined $5.73B — up 20% from $4.77B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new SCHF positions and 16 closed out — a net gain of 43 holders — while 209 added to existing stakes and 72 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $203M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $18.5M sold.

  • 383 institutional investors held Schwab International Equity ETF (SCHF) as of Q2 2017, up from 345 in Q1 2017.
  • Funds reported $5.73B of Schwab International Equity ETF stock for Q2 2017, up 20% quarter-over-quarter.
  • 59 funds opened new Schwab International Equity ETF positions in Q2 2017 and 16 closed out, a net change of +43 holders.
  • The largest Schwab International Equity ETF buyer in Q2 2017 was Northwestern Mutual Wealth Management, an estimated $203M added.
  • The largest Schwab International Equity ETF seller in Q2 2017 was Flow Traders U.S., an estimated $18.5M sold.

Based on aggregated 13F filings for Q2 2017.