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Schwab International Equity ETF

814 hedge funds and large institutions have $18.9B invested in Schwab International Equity ETF in 2021 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 352 increasing their positions, 291 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 46

21% more repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 291

10% more capital invested

Capital invested by funds: $17.2B → $18.9B (+$1.7B)

3% more funds holding

Funds holding: 792814 (+22)

1.35% more ownership

Funds ownership: 148.36%149.71% (+1.3%)

2% less funds holding in top 10

Funds holding in top 10: 116114 (-2)

Holders
814
Holders Change
+22
Holders Change %
+2.78%
% of All Funds
14.29%
Holding in Top 10
114
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.72%
% of All Funds
2%
New
77
Increased
352
Reduced
291
Closed
46
Calls
$617K
Puts
Net Calls
+$617K
Net Calls Change
-$215K
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$3.03B +$99.5M +5,336,440 +3%
Financial Engines Advisors
2
Financial Engines Advisors
California
$2.57B +$124M +6,641,212 +5%
CSIA
3
Charles Schwab Investment Advisory
California
$2.06B +$102M +5,451,802 +5%
PCA
4
Personal Capital Advisors
California
$1.97B +$78.4M +4,205,314 +4%
Wealthfront Advisers
5
Wealthfront Advisers
California
$1.27B +$77.6M +4,161,082 +7%
Charles Schwab
6
Charles Schwab
California
$895M +$58.6M +3,144,606 +7%
Betterment LLC
7
Betterment LLC
New York
$734M -$44.4M -2,381,442 -6%
SCM
8
SCS Capital Management
Massachusetts
$381M -$4.31M -231,370 -1%
Creative Planning
9
Creative Planning
Kansas
$371M -$7.56M -405,334 -2%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$340M +$61.7M +3,308,640 +23%
RC
11
RegentAtlantic Capital
New Jersey
$228M +$119M +6,359,296 +111%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$176M +$89.9M +4,820,388 +106%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$157M +$56.4M +3,024,456 +57%
HighTower Advisors
14
HighTower Advisors
Illinois
$134M +$13M +699,588 +11%
WANY
15
Wealthspire Advisors (New York)
New York
$130M +$2.61M +139,722 +2%
Bessemer Group
16
Bessemer Group
New Jersey
$125M -$122K -6,562 -0.1%
Morgan Stanley
17
Morgan Stanley
New York
$107M +$3M +160,730 +3%
UCFA
18
United Capital Financial Advisors
Texas
$99M -$593K -31,786 -0.6%
AWS
19
AJ Wealth Strategies
New York
$97.2M +$19.3M +1,037,126 +25%
Mariner
20
Mariner
Kansas
$96M -$8.68M -465,386 -8%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$90.3M -$1.45M -77,616 -2%
TF
22
TimeScale Financial
Massachusetts
$88.6M +$469K +25,142 +0.5%
PCIA
23
Prime Capital Investment Advisors
Kansas
$72.5M +$2.86M +153,510 +4%
MTC
24
Matrix Trust Company
Colorado
$71.3M -$1.14M -61,072 -2%
JIP
25
JBJ Investment Partners
South Carolina
$61M -$346K -18,530 -0.6%

SCHF Hedge Fund Activity: Q1 2021 in Review

814 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Schwab International Equity ETF (SCHF) for Q1 2021, worth a combined $18.9B — up 9.9% from $17.2B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new SCHF positions and 46 closed out — a net gain of 31 holders — while 352 added to existing stakes and 291 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $124M. The largest seller was Betterment LLC, cutting an estimated $44.4M.

  • 814 institutional investors held Schwab International Equity ETF (SCHF) as of Q1 2021, up from 792 in Q4 2020.
  • Funds reported $18.9B of Schwab International Equity ETF stock for Q1 2021, up 9.9% quarter-over-quarter.
  • 77 funds opened new Schwab International Equity ETF positions in Q1 2021 and 46 closed out, a net change of +31 holders.
  • The largest Schwab International Equity ETF buyer in Q1 2021 was Financial Engines Advisors, an estimated $124M added.
  • The largest Schwab International Equity ETF seller in Q1 2021 was Betterment LLC, an estimated $44.4M sold.

Based on aggregated 13F filings for Q1 2021.