Schwab International Small-Cap Equity ETF
SCHC
54 hedge funds and large institutions have $97.6M invested in Schwab International Small-Cap Equity ETF in 2014 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 14 reducing their positions, and 4 closing their positions.
175% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 4
64% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 14
15% more funds holding
Funds holding: 47 → 54 (+7)
3% more capital invested
Capital invested by funds: $95M → $97.6M (+$2.54M)
1.19% less ownership
Funds ownership: 27.82% → 26.63% (-1.2%)
Top Buyers
Top Sellers
| 1 |
BPBT
Boston Private Bank & Trust
Boston,
Massachusetts
|
-$14.9M |
| 2 |
Jane Street
New York
|
-$353K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$307K |
| 4 |
BDF
Balasa Dinverno & Foltz
|
-$201K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$196K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Wells Fargo
San Francisco,
California
| $2K | – | – | – |
|
|
BAM
52
Barrett Asset Management
New York
| $1K | – | – | – |
|
|
PO
53
Private Ocean
San Rafael,
California
| $1K | +$642 | +20 | +125% |
|
54
Ameriprise
Minneapolis,
Minnesota
| $1K | +$964 | +30 | New |
|
|
55
Jane Street
New York
| – | -$353K | -11,066 | Closed |
|
|
BDF
56
Balasa Dinverno & Foltz
| – | -$201K | -6,296 | Closed |
|
|
FBT
57
Founders Bank & Trust
Grand Rapids,
Michigan
| – | -$3K | -96 | Closed |
|
SCHC Hedge Fund Activity: Q1 2014 in Review
54 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q1 2014, worth a combined $97.6M — up 2.7% from $95M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new SCHC positions and 4 closed out — a net gain of 7 holders — while 23 added to existing stakes and 14 trimmed.
The largest buyer was Signature Estate & Investment Advisors, opening a new position worth an estimated $3.27M. The largest seller was Boston Private Bank & Trust, cutting an estimated $14.9M.
- 54 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q1 2014, up from 47 in Q4 2013.
- Funds reported $97.6M of Schwab International Small-Cap Equity ETF stock for Q1 2014, up 2.7% quarter-over-quarter.
- 11 funds opened new Schwab International Small-Cap Equity ETF positions in Q1 2014 and 4 closed out, a net change of +7 holders.
- The largest Schwab International Small-Cap Equity ETF buyer in Q1 2014 was Signature Estate & Investment Advisors, an estimated $3.27M added.
- The largest Schwab International Small-Cap Equity ETF seller in Q1 2014 was Boston Private Bank & Trust, an estimated $14.9M sold.
Based on aggregated 13F filings for Q1 2014.