We are live on ! Find out more
SCHF icon

Schwab International Equity ETF

632 hedge funds and large institutions have $10.3B invested in Schwab International Equity ETF in 2018 Q4 according to their latest regulatory filings, with 147 funds opening new positions, 274 increasing their positions, 174 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

268% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 40

57% more repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 174

20% more funds holding in top 10

Funds holding in top 10: 97116 (+19)

19% more funds holding

Funds holding: 532632 (+100)

8.96% less ownership

Funds ownership: 146.96%138.01% (-9%)

14% less capital invested

Capital invested by funds: $12.1B → $10.3B (-$1.75B)

Holders
632
Holders Change
+100
Holders Change %
+18.8%
% of All Funds
14.08%
Holding in Top 10
116
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+19.59%
% of All Funds
2.58%
New
147
Increased
274
Reduced
174
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$1.47B -$8.52M -556,904 -0.5%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$1.42B +$181M +11,847,894 +13%
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.11B -$95.9M -6,266,270 -7%
Wealthfront Advisers
4
Wealthfront Advisers
California
$1.06B +$1.15B +74,823,118 New
PCA
5
Personal Capital Advisors
California
$867M -$14.7M -957,920 -2%
Creative Planning
6
Creative Planning
Kansas
$539M +$80.9M +5,287,250 +16%
Betterment LLC
7
Betterment LLC
New York
$424M +$44M +2,875,434 +11%
Charles Schwab
8
Charles Schwab
California
$222M +$41.6M +2,720,598 +21%
JP Morgan Chase
9
JP Morgan Chase
New York
$147M +$155M +10,125,086 +4,651%
BL
10
BCWM LLC
Kansas
$117M -$609K -39,818 -5%
Bessemer Group
11
Bessemer Group
New Jersey
$111M -$19.8M -1,293,140 -14%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$96.9M -$17.9M -1,168,436 -15%
Bank of America
13
Bank of America
North Carolina
$95.7M +$58.1M +3,795,378 +128%
HSA
14
HBK Sorce Advisory
Pennsylvania
$70M +$258K +16,854 +0.3%
Mariner
15
Mariner
Kansas
$65.2M +$57.8M +3,774,006 +456%
WAM
16
Wealthspire Advisors (Maryland)
Maryland
$42.1M +$8.38M +547,444 +23%
HighTower Advisors
17
HighTower Advisors
Illinois
$37.2M -$41.4M -2,702,268 -51%
EHPM
18
Emery Howard Portfolio Management
California
$35.1M -$2.21M -144,716 -6%
GAM
19
Gemmer Asset Management
California
$34.1M +$12.4M +810,210 +51%
RPGK
20
Retirement Planning Group (Kansas)
Kansas
$32.6M -$3.22M -210,328 -8%
Morgan Stanley
21
Morgan Stanley
New York
$32.4M +$18M +1,178,866 +106%
TAT
22
TD Ameritrade Trust
Colorado
$31.4M +$285K +18,626 +0.8%
BCMO
23
Buckingham Capital Management (Ohio)
Ohio
$30.8M +$2.91M +190,254 +10%
BWM
24
BerganKDV Wealth Management
Minnesota
$30.5M +$1.31M +85,726 +4%
WF
25
WealthTrust Fairport
Ohio
$29.5M -$914K -59,750 -3%

SCHF Hedge Fund Activity: Q4 2018 in Review

632 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Schwab International Equity ETF (SCHF) for Q4 2018, worth a combined $10.3B — down 14% from $12.1B a quarter earlier.

Buyers outnumbered sellers: 147 funds opened new SCHF positions and 40 closed out — a net gain of 107 holders — while 274 added to existing stakes and 174 trimmed.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $181M. The largest seller was Envestnet Asset Management, cutting an estimated $1.18B.

  • 632 institutional investors held Schwab International Equity ETF (SCHF) as of Q4 2018, up from 532 in Q3 2018.
  • Funds reported $10.3B of Schwab International Equity ETF stock for Q4 2018, down 14% quarter-over-quarter.
  • 147 funds opened new Schwab International Equity ETF positions in Q4 2018 and 40 closed out, a net change of +107 holders.
  • The largest Schwab International Equity ETF buyer in Q4 2018 was Northwestern Mutual Wealth Management, an estimated $181M added.
  • The largest Schwab International Equity ETF seller in Q4 2018 was Envestnet Asset Management, an estimated $1.18B sold.

Based on aggregated 13F filings for Q4 2018.