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Schwab International Equity ETF

737 hedge funds and large institutions have $13.3B invested in Schwab International Equity ETF in 2020 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 272 increasing their positions, 326 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

10.56% more ownership

Funds ownership: 144.9%155.46% (+11%)

4% less funds holding

Funds holding: 765737 (-28)

7% less funds holding in top 10

Funds holding in top 10: 144134 (-10)

11% less capital invested

Capital invested by funds: $14.9B → $13.3B (-$1.61B)

17% less repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 326

17% less first-time investments, than exits

New positions opened: 73 | Existing positions closed: 88

Holders
737
Holders Change
-28
Holders Change %
-3.66%
% of All Funds
16.24%
Holding in Top 10
134
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-6.94%
% of All Funds
2.95%
New
73
Increased
272
Reduced
326
Closed
88
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.84B +$369M +24,014,894 +20%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$1.77B +$232M +15,079,132 +12%
Wealthfront Advisers
3
Wealthfront Advisers
California
$1.62B +$670M +43,549,368 +53%
CSIA
4
Charles Schwab Investment Advisory
California
$1.45B -$193M -12,521,358 -10%
PCA
5
Personal Capital Advisors
California
$1.22B +$122M +7,935,158 +9%
Betterment LLC
6
Betterment LLC
New York
$707M +$329M +21,413,994 +64%
Charles Schwab
7
Charles Schwab
California
$513M +$220M +14,284,936 +56%
Creative Planning
8
Creative Planning
Kansas
$329M -$271M -17,622,392 -41%
SCM
9
SCS Capital Management
Massachusetts
$227M +$270M +17,562,900 New
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$168M +$39.5M +2,568,604 +26%
SS
11
Sunbelt Securities
Texas
$137M +$135M +8,796,630 +6,407%
Bessemer Group
12
Bessemer Group
New Jersey
$88.8M +$5.18M +336,996 +5%
Mariner
13
Mariner
Kansas
$82.9M -$6.1M -396,418 -6%
WANY
14
Wealthspire Advisors (New York)
New York
$77.2M +$91.9M +5,974,872 New
UCFA
15
United Capital Financial Advisors
Texas
$72.9M +$8.02M +521,344 +10%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$66.5M +$63.4M +4,125,534 +403%
TF
17
TimeScale Financial
Massachusetts
$64.2M +$37.1M +2,414,382 +95%
Morgan Stanley
18
Morgan Stanley
New York
$61.9M +$38M +2,473,464 +107%
MTC
19
Matrix Trust Company
Colorado
$52.8M -$1.19M -77,212 -2%
HighTower Advisors
20
HighTower Advisors
Illinois
$48M -$23.3M -1,517,084 -29%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$44.5M +$5.28M +343,224 +11%
KFC
22
Klingenstein Fields & Co
New York
$36.5M +$2.15M +140,040 +5%
TI
23
Truepoint Inc
Ohio
$35M +$35.1M +2,284,780 +542%
WAM
24
Wealthspire Advisors (Maryland)
Maryland
$34.2M +$3M +195,268 +8%
KF
25
Krilogy Financial
Missouri
$32.1M +$4.94M +321,470 +15%

SCHF Hedge Fund Activity: Q1 2020 in Review

737 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Schwab International Equity ETF (SCHF) for Q1 2020, worth a combined $13.3B — down 11% from $14.9B a quarter earlier.

Sellers outnumbered buyers: 88 funds closed out of SCHF and 73 opened new positions — a net loss of 15 holders — while 326 trimmed existing stakes and 272 added.

The largest buyer was Wealthfront Advisers, adding an estimated $670M. The largest seller was Creative Planning, cutting an estimated $271M.

  • 737 institutional investors held Schwab International Equity ETF (SCHF) as of Q1 2020, down from 765 in Q4 2019.
  • Funds reported $13.3B of Schwab International Equity ETF stock for Q1 2020, down 11% quarter-over-quarter.
  • 73 funds opened new Schwab International Equity ETF positions in Q1 2020 and 88 closed out, a net change of -15 holders.
  • The largest Schwab International Equity ETF buyer in Q1 2020 was Wealthfront Advisers, an estimated $670M added.
  • The largest Schwab International Equity ETF seller in Q1 2020 was Creative Planning, an estimated $271M sold.

Based on aggregated 13F filings for Q1 2020.