Schwab International Small-Cap Equity ETF
SCHC
47 hedge funds and large institutions have $95M invested in Schwab International Small-Cap Equity ETF in 2013 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 5 closing their positions.
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
73% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 11
21% more funds holding
Funds holding: 39 → 47 (+8)
6% more capital invested
Capital invested by funds: $89.9M → $95M (+$5.08M)
1.91% less ownership
Funds ownership: 29.74% → 27.82% (-1.9%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$1.83M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$1.29M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$1.02M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$572K |
| 5 |
Jane Street
New York
|
+$348K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$1.83M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$1.65M |
| 3 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
-$466K |
| 4 |
BPBT
Boston Private Bank & Trust
Boston,
Massachusetts
|
-$302K |
| 5 |
CMP
Courage Miller Partners
Norfolk,
Virginia
|
-$297K |
SCHC Hedge Fund Activity: Q4 2013 in Review
47 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q4 2013, worth a combined $95M — up 5.7% from $89.9M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new SCHC positions and 5 closed out — a net gain of 8 holders — while 19 added to existing stakes and 11 trimmed.
The largest buyer was Charles Schwab, adding an estimated $1.83M. The largest seller was Wells Fargo, cutting an estimated $1.83M.
- 47 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q4 2013, up from 39 in Q3 2013.
- Funds reported $95M of Schwab International Small-Cap Equity ETF stock for Q4 2013, up 5.7% quarter-over-quarter.
- 13 funds opened new Schwab International Small-Cap Equity ETF positions in Q4 2013 and 5 closed out, a net change of +8 holders.
- The largest Schwab International Small-Cap Equity ETF buyer in Q4 2013 was Charles Schwab, an estimated $1.83M added.
- The largest Schwab International Small-Cap Equity ETF seller in Q4 2013 was Wells Fargo, an estimated $1.83M sold.
Based on aggregated 13F filings for Q4 2013.