We are live on ! Find out more
SCHF icon

Schwab International Equity ETF

532 hedge funds and large institutions have $12.1B invested in Schwab International Equity ETF in 2018 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 289 increasing their positions, 133 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 133

105% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 22

19% more capital invested

Capital invested by funds: $10.1B → $12.1B (+$1.96B)

16.17% more ownership

Funds ownership: 130.8%146.96% (+16%)

4% more funds holding

Funds holding: 514532 (+18)

0% more funds holding in top 10

Funds holding in top 10: 9797 (0)

Holders
532
Holders Change
+18
Holders Change %
+3.5%
% of All Funds
12.16%
Holding in Top 10
97
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
2.22%
New
45
Increased
289
Reduced
133
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$1.75B +$26.7M +1,602,516 +2%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$1.48B +$173M +10,374,888 +13%
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.42B +$171M +10,305,028 +14%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.33B +$1.32B +79,397,550 New
PCA
5
Personal Capital Advisors
California
$1.04B +$88.7M +5,327,832 +9%
W
6
Wealthfront
California
$942M +$15.6M +935,570 +2%
Creative Planning
7
Creative Planning
Kansas
$549M +$19.1M +1,148,716 +4%
Betterment LLC
8
Betterment LLC
New York
$453M -$83.9M -5,040,172 -16%
Charles Schwab
9
Charles Schwab
California
$217M +$20.9M +1,256,504 +11%
Bessemer Group
10
Bessemer Group
New Jersey
$152M -$1.66M -99,812 -1%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$115M +$12.6M +756,954 +11%
HighTower Advisors
12
HighTower Advisors
Illinois
$89.4M +$268K +16,134 +0.3%
HSA
13
HBK Sorce Advisory
Pennsylvania
$82.5M +$2.4M +144,220 +3%
Bank of America
14
Bank of America
North Carolina
$49.6M +$3.43M +206,052 +7%
EHPM
15
Emery Howard Portfolio Management
California
$44M +$971K +58,346 +2%
RPGK
16
Retirement Planning Group (Kansas)
Kansas
$42.1M +$1.11M +66,868 +3%
RWMH
17
Riverpoint Wealth Management Holdings
Illinois
$40.7M +$1.39M +83,822 +4%
WAM
18
Wealthspire Advisors (Maryland)
Maryland
$40.6M +$4.2M +252,628 +12%
LYV
19
Live Your Vision
Pennsylvania
$37.7M +$1.1M +66,250 +3%
TAT
20
TD Ameritrade Trust
Colorado
$36.8M -$644K -38,676 -2%
WF
21
WealthTrust Fairport
Ohio
$35.9M +$283K +16,990 +0.8%
BWM
22
BerganKDV Wealth Management
Minnesota
$34.6M +$1.87M +112,092 +6%
UCFA
23
United Capital Financial Advisors
Texas
$33.9M +$393K +23,644 +1%
AWS
24
AJ Wealth Strategies
New York
$33.9M +$2.28M +137,006 +7%
BCMO
25
Buckingham Capital Management (Ohio)
Ohio
$33.3M +$16.6M +998,042 +101%

SCHF Hedge Fund Activity: Q3 2018 in Review

532 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Schwab International Equity ETF (SCHF) for Q3 2018, worth a combined $12.1B — up 19% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SCHF positions and 22 closed out — a net gain of 23 holders — while 289 added to existing stakes and 133 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $1.32B. The largest seller was Betterment LLC, cutting an estimated $83.9M.

  • 532 institutional investors held Schwab International Equity ETF (SCHF) as of Q3 2018, up from 514 in Q2 2018.
  • Funds reported $12.1B of Schwab International Equity ETF stock for Q3 2018, up 19% quarter-over-quarter.
  • 45 funds opened new Schwab International Equity ETF positions in Q3 2018 and 22 closed out, a net change of +23 holders.
  • The largest Schwab International Equity ETF buyer in Q3 2018 was Envestnet Asset Management, an estimated $1.32B added.
  • The largest Schwab International Equity ETF seller in Q3 2018 was Betterment LLC, an estimated $83.9M sold.

Based on aggregated 13F filings for Q3 2018.