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Schwab International Equity ETF

408 hedge funds and large institutions have $7.45B invested in Schwab International Equity ETF in 2017 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 225 increasing their positions, 99 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 15

127% more repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 99

30% more capital invested

Capital invested by funds: $5.73B → $7.45B (+$1.72B)

11.59% more ownership

Funds ownership: 112.99%124.58% (+12%)

10% more funds holding in top 10

Funds holding in top 10: 6875 (+7)

7% more funds holding

Funds holding: 383408 (+25)

Holders
408
Holders Change
+25
Holders Change %
+6.53%
% of All Funds
10.17%
Holding in Top 10
75
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+10.29%
% of All Funds
1.87%
New
42
Increased
225
Reduced
99
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$1.32B +$117M +7,169,552 +10%
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.05B +$721M +44,192,172 +240%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$789M +$137M +8,382,126 +22%
PCA
4
Personal Capital Advisors
California
$722M +$44.4M +2,719,138 +7%
W
5
Wealthfront
California
$538M +$59.2M +3,626,328 +13%
Betterment LLC
6
Betterment LLC
New York
$393M -$10.2M -627,450 -3%
Creative Planning
7
Creative Planning
Kansas
$302M -$3.53M -216,614 -1%
Charles Schwab
8
Charles Schwab
California
$113M +$12.4M +760,222 +13%
Bessemer Group
9
Bessemer Group
New Jersey
$90.9M +$10M +615,164 +13%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$89.1M +$11M +675,634 +15%
HSA
11
HBK Sorce Advisory
Pennsylvania
$72.2M +$2.49M +152,832 +4%
HighTower Advisors
12
HighTower Advisors
Illinois
$64.7M +$5.66M +346,958 +10%
Jane Street
13
Jane Street
New York
$55.2M -$10.1M -620,040 -16%
AA
14
Apriem Advisors
California
$46.8M +$5.95M +364,498 +15%
FTUS
15
Flow Traders U.S.
New York
$42.7M +$41.7M +2,553,514 New
RPGK
16
Retirement Planning Group (Kansas)
Kansas
$41M +$1.63M +99,942 +4%
EHPM
17
Emery Howard Portfolio Management
California
$40.2M +$373K +22,878 +1%
WF
18
WealthTrust Fairport
Ohio
$37M -$210K -12,886 -0.6%
RWMH
19
Riverpoint Wealth Management Holdings
Illinois
$36.4M +$1.64M +100,612 +5%
WAM
20
Wealthspire Advisors (Maryland)
Maryland
$34.4M +$1.05M +64,164 +3%
LYV
21
Live Your Vision
Pennsylvania
$33.7M +$200K +12,270 +0.6%
Bank of America
22
Bank of America
North Carolina
$33.3M +$729K +44,708 +2%
FMP
23
Financial Management Professionals
Texas
$32M +$10.3M +631,840 +49%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$28.6M -$3.34M -204,498 -11%
TAT
25
TD Ameritrade Trust
Colorado
$28.6M +$11.5M +702,808 +72%

SCHF Hedge Fund Activity: Q3 2017 in Review

408 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Schwab International Equity ETF (SCHF) for Q3 2017, worth a combined $7.45B — up 30% from $5.73B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new SCHF positions and 15 closed out — a net gain of 27 holders — while 225 added to existing stakes and 99 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $721M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $20.1M sold.

  • 408 institutional investors held Schwab International Equity ETF (SCHF) as of Q3 2017, up from 383 in Q2 2017.
  • Funds reported $7.45B of Schwab International Equity ETF stock for Q3 2017, up 30% quarter-over-quarter.
  • 42 funds opened new Schwab International Equity ETF positions in Q3 2017 and 15 closed out, a net change of +27 holders.
  • The largest Schwab International Equity ETF buyer in Q3 2017 was Financial Engines Advisors, an estimated $721M added.
  • The largest Schwab International Equity ETF seller in Q3 2017 was Susquehanna International Group, an estimated $20.1M sold.

Based on aggregated 13F filings for Q3 2017.