We are live on ! Find out more
SCHF icon

Schwab International Equity ETF

765 hedge funds and large institutions have $14.9B invested in Schwab International Equity ETF in 2019 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 327 increasing their positions, 226 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

315% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 34

45% more repeat investments, than reductions

Existing positions increased: 327 | Existing positions reduced: 226

19% more funds holding in top 10

Funds holding in top 10: 121144 (+23)

15% more funds holding

Funds holding: 666765 (+99)

0% more capital invested

Capital invested by funds: $14.8B → $14.9B (+$62.1M)

13.18% less ownership

Funds ownership: 158.08%144.9% (-13%)

98% less call options, than puts

Call options by funds: $219K | Put options by funds: $13.5M

Holders
765
Holders Change
+99
Holders Change %
+14.86%
% of All Funds
15.07%
Holding in Top 10
144
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+19.01%
% of All Funds
2.84%
New
141
Increased
327
Reduced
226
Closed
34
Calls
$219K
Puts
$13.5M
Net Calls
-$13.3M
Net Calls Change
-$625K
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$2.1B +$71.1M +4,319,384 +4%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$2.05B +$98.8M +6,003,214 +5%
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.98B +$118M +7,152,290 +6%
PCA
4
Personal Capital Advisors
California
$1.45B +$99.1M +6,020,178 +8%
Wealthfront Advisers
5
Wealthfront Advisers
California
$1.37B +$34.8M +2,113,826 +3%
Creative Planning
6
Creative Planning
Kansas
$725M -$11.6M -703,032 -2%
Betterment LLC
7
Betterment LLC
New York
$560M +$41.5M +2,524,614 +8%
Charles Schwab
8
Charles Schwab
California
$427M +$59.8M +3,636,474 +17%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$163M +$9.14M +555,440 +6%
Mariner
10
Mariner
Kansas
$115M +$1.94M +118,166 +2%
Bessemer Group
11
Bessemer Group
New Jersey
$110M -$14.1M -854,860 -12%
HighTower Advisors
12
HighTower Advisors
Illinois
$88M +$20.6M +1,251,576 +31%
UCFA
13
United Capital Financial Advisors
Texas
$86.1M +$21.4M +1,301,110 +34%
MTC
14
Matrix Trust Company
Colorado
$70M +$1.8M +109,646 +3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$56.1M +$42.1M +2,559,670 +331%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$52.2M -$1.7B -103,524,084 -97%
GAM
17
Gemmer Asset Management
California
$45.4M +$1.61M +97,606 +4%
KFC
18
Klingenstein Fields & Co
New York
$45.1M +$823K +50,026 +2%
EHPM
19
Emery Howard Portfolio Management
California
$44.8M +$1.65M +100,140 +4%
TF
20
TimeScale Financial
Massachusetts
$42.9M +$4.97M +301,792 +13%
WAM
21
Wealthspire Advisors (Maryland)
Maryland
$41.2M -$7.62M -462,730 -16%
AA
22
Apriem Advisors
California
$39.7M +$24.9M +1,514,236 +179%
PCIA
23
Prime Capital Investment Advisors
Kansas
$39.5M +$14.5M +881,830 +60%
Morgan Stanley
24
Morgan Stanley
New York
$39M +$1.86M +113,292 +5%
RWMH
25
Riverpoint Wealth Management Holdings
Illinois
$38.4M +$1.57M +95,294 +4%

SCHF Hedge Fund Activity: Q4 2019 in Review

765 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Schwab International Equity ETF (SCHF) for Q4 2019, worth a combined $14.9B — up 0.42% from $14.8B a quarter earlier.

Buyers outnumbered sellers: 141 funds opened new SCHF positions and 34 closed out — a net gain of 107 holders — while 327 added to existing stakes and 226 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $118M. The largest seller was Envestnet Asset Management, cutting an estimated $1.7B.

  • 765 institutional investors held Schwab International Equity ETF (SCHF) as of Q4 2019, up from 666 in Q3 2019.
  • Funds reported $14.9B of Schwab International Equity ETF stock for Q4 2019, up 0.42% quarter-over-quarter.
  • 141 funds opened new Schwab International Equity ETF positions in Q4 2019 and 34 closed out, a net change of +107 holders.
  • The largest Schwab International Equity ETF buyer in Q4 2019 was Financial Engines Advisors, an estimated $118M added.
  • The largest Schwab International Equity ETF seller in Q4 2019 was Envestnet Asset Management, an estimated $1.7B sold.

Based on aggregated 13F filings for Q4 2019.