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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
CSIA
1
Charles Schwab Investment Advisory
California
$1.63B +$166M +9,638,062 +11%
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.18B +$38.4M +2,230,168 +3%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$1.14B +$178M +10,314,960 +18%
PCA
4
Personal Capital Advisors
California
$873M +$83M +4,818,606 +10%
W
5
Wealthfront
California
$865M +$305M +17,731,080 +53%
Creative Planning
6
Creative Planning
Kansas
$459M +$161M +9,347,872 +52%
Betterment LLC
7
Betterment LLC
New York
$456M +$65.1M +3,782,468 +17%
Charles Schwab
8
Charles Schwab
California
$171M +$34.8M +2,020,490 +25%
Bessemer Group
9
Bessemer Group
New Jersey
$149M +$12.6M +729,672 +9%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$110M +$7.7M +446,904 +7%
HighTower Advisors
11
HighTower Advisors
Illinois
$89.1M +$18.1M +1,048,938 +25%
HSA
12
HBK Sorce Advisory
Pennsylvania
$74.6M +$1.76M +101,962 +2%
AA
13
Apriem Advisors
California
$56M +$4.46M +259,080 +8%
EHPM
14
Emery Howard Portfolio Management
California
$43.2M +$828K +48,056 +2%
RPGK
15
Retirement Planning Group (Kansas)
Kansas
$42.5M +$980K +56,870 +2%
RWMH
16
Riverpoint Wealth Management Holdings
Illinois
$38.8M +$1.44M +83,540 +4%
TAT
17
TD Ameritrade Trust
Colorado
$37.3M +$7.69M +446,394 +25%
LYV
18
Live Your Vision
Pennsylvania
$36.9M +$42K +2,440 +0.1%
WF
19
WealthTrust Fairport
Ohio
$36.3M -$610K -35,410 -2%
Bank of America
20
Bank of America
North Carolina
$35.9M +$579K +33,612 +2%
WAM
21
Wealthspire Advisors (Maryland)
Maryland
$35.8M +$647K +37,550 +2%
UCFA
22
United Capital Financial Advisors
Texas
$31.4M +$21.7M +1,257,704 +209%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$31.2M +$1.6M +92,974 +5%
MWAC
24
Mariner Wealth Advisors (Cincinnati)
Ohio
$28.4M +$1.45M +84,230 +5%
WCWM
25
Wooster Corthell Wealth Management
Connecticut
$28.3M +$3.77M +218,944 +15%

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.