Schwab International Small-Cap Equity ETF
SCHC
62 hedge funds and large institutions have $102M invested in Schwab International Small-Cap Equity ETF in 2014 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 4 closing their positions.
200% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 4
15% more funds holding
Funds holding: 54 → 62 (+8)
10% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 21
4% more capital invested
Capital invested by funds: $97.6M → $102M (+$4.13M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.82% less ownership
Funds ownership: 26.63% → 25.81% (-0.82%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEIA
Signature Estate & Investment Advisors
Los Angeles,
California
|
+$810K |
| 2 |
Charles Schwab
San Francisco,
California
|
+$550K |
| 3 |
VCM
Vigilant Capital Management
Portland,
Maine
|
+$451K |
| 4 |
JFG
JMG Financial Group
Downers Grove,
Illinois
|
+$428K |
| 5 |
CWM
Concert Wealth Management
San Jose,
California
|
+$354K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$1.9M |
| 2 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
-$1.17M |
| 3 |
BPBT
Boston Private Bank & Trust
Boston,
Massachusetts
|
-$802K |
| 4 |
AIM
Aspen Investment Management
Grand Rapids,
Michigan
|
-$243K |
| 5 |
KCPG
Kavar Capital Partners Group
Leawood,
Kansas
|
-$168K |
SCHC Hedge Fund Activity: Q2 2014 in Review
62 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q2 2014, worth a combined $102M — up 4.2% from $97.6M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new SCHC positions and 4 closed out — a net gain of 8 holders — while 23 added to existing stakes and 21 trimmed.
The largest buyer was Signature Estate & Investment Advisors, adding an estimated $810K. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $1.9M.
- 62 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q2 2014, up from 54 in Q1 2014.
- Funds reported $102M of Schwab International Small-Cap Equity ETF stock for Q2 2014, up 4.2% quarter-over-quarter.
- 12 funds opened new Schwab International Small-Cap Equity ETF positions in Q2 2014 and 4 closed out, a net change of +8 holders.
- The largest Schwab International Small-Cap Equity ETF buyer in Q2 2014 was Signature Estate & Investment Advisors, an estimated $810K added.
- The largest Schwab International Small-Cap Equity ETF seller in Q2 2014 was Charles Schwab Investment Advisory, an estimated $1.9M sold.
Based on aggregated 13F filings for Q2 2014.