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Schwab International Equity ETF

792 hedge funds and large institutions have $17.2B invested in Schwab International Equity ETF in 2020 Q4 according to their latest regulatory filings, with 113 funds opening new positions, 326 increasing their positions, 261 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

277% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 30

25% more repeat investments, than reductions

Existing positions increased: 326 | Existing positions reduced: 261

19% more capital invested

Capital invested by funds: $14.4B → $17.2B (+$2.8B)

12% more funds holding in top 10

Funds holding in top 10: 104116 (+12)

10% more funds holding

Funds holding: 720792 (+72)

0.16% more ownership

Funds ownership: 148.2%148.36% (+0.16%)

Holders
792
Holders Change
+72
Holders Change %
+10%
% of All Funds
14.02%
Holding in Top 10
116
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+11.54%
% of All Funds
2.05%
New
113
Increased
326
Reduced
261
Closed
30
Calls
$832K
Puts
Net Calls
+$832K
Net Calls Change
+$1.28M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$2.81B +$109M +6,478,502 +4%
Financial Engines Advisors
2
Financial Engines Advisors
California
$2.34B +$154M +9,149,456 +8%
CSIA
3
Charles Schwab Investment Advisory
California
$1.87B +$42.7M +2,530,592 +2%
PCA
4
Personal Capital Advisors
California
$1.81B +$39.8M +2,357,822 +2%
Wealthfront Advisers
5
Wealthfront Advisers
California
$1.14B +$94.8M +5,623,896 +10%
Charles Schwab
6
Charles Schwab
California
$800M +$36.7M +2,173,796 +5%
Betterment LLC
7
Betterment LLC
New York
$745M -$35.4M -2,099,440 -5%
SCM
8
SCS Capital Management
Massachusetts
$369M -$21.4M -1,267,016 -6%
Creative Planning
9
Creative Planning
Kansas
$363M -$5.79M -343,626 -2%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$266M +$8.99M +532,988 +4%
WANY
11
Wealthspire Advisors (New York)
New York
$122M +$32.6M +1,933,214 +40%
Bessemer Group
12
Bessemer Group
New Jersey
$120M +$295K +17,474 +0.3%
HighTower Advisors
13
HighTower Advisors
Illinois
$115M +$62.3M +3,692,314 +136%
RC
14
RegentAtlantic Capital
New Jersey
$103M +$17M +1,010,068 +21%
Mariner
15
Mariner
Kansas
$100M -$117K -6,942 -0.1%
Morgan Stanley
16
Morgan Stanley
New York
$99.9M +$1.44M +85,646 +2%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$96.2M +$23.1M +1,369,602 +34%
UCFA
18
United Capital Financial Advisors
Texas
$95.4M -$416K -24,654 -0.5%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$87.9M -$1.72M -101,714 -2%
TF
20
TimeScale Financial
Massachusetts
$84.3M -$4.25M -252,084 -5%
Mercer Global Advisors
21
Mercer Global Advisors
Colorado
$82M +$26M +1,540,042 +51%
AWS
22
AJ Wealth Strategies
New York
$74.4M +$4.95M +293,672 +8%
MTC
23
Matrix Trust Company
Colorado
$69.3M -$538K -31,926 -0.8%
PCIA
24
Prime Capital Investment Advisors
Kansas
$66.7M +$25.1M +1,490,452 +67%
JIP
25
JBJ Investment Partners
South Carolina
$58.7M +$2.68M +158,630 +5%

SCHF Hedge Fund Activity: Q4 2020 in Review

792 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Schwab International Equity ETF (SCHF) for Q4 2020, worth a combined $17.2B — up 19% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new SCHF positions and 30 closed out — a net gain of 83 holders — while 326 added to existing stakes and 261 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $154M. The largest seller was Betterment LLC, cutting an estimated $35.4M.

  • 792 institutional investors held Schwab International Equity ETF (SCHF) as of Q4 2020, up from 720 in Q3 2020.
  • Funds reported $17.2B of Schwab International Equity ETF stock for Q4 2020, up 19% quarter-over-quarter.
  • 113 funds opened new Schwab International Equity ETF positions in Q4 2020 and 30 closed out, a net change of +83 holders.
  • The largest Schwab International Equity ETF buyer in Q4 2020 was Financial Engines Advisors, an estimated $154M added.
  • The largest Schwab International Equity ETF seller in Q4 2020 was Betterment LLC, an estimated $35.4M sold.

Based on aggregated 13F filings for Q4 2020.