Schwab International Equity ETF
SCHF
242 hedge funds and large institutions have $1.84B invested in Schwab International Equity ETF in 2015 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 125 increasing their positions, 62 reducing their positions, and 20 closing their positions.
102% more repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 62
35% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 20
12% more capital invested
Capital invested by funds: $1.65B → $1.84B (+$190M)
9.79% more ownership
Funds ownership: 80.84% → 90.63% (+9.8%)
3% more funds holding
Funds holding: 236 → 242 (+6)
8% less funds holding in top 10
Funds holding in top 10: 39 → 36 (-3)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $233K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$95M |
| 2 |
Betterment LLC
New York
|
+$59M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$36.3M |
| 4 |
PCA
Personal Capital Advisors
Redwood City,
California
|
+$28.1M |
| 5 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
+$16.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
W
Wealthfront
Palo Alto,
California
|
-$17.9M |
| 2 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
-$12.7M |
| 3 |
AA
Apriem Advisors
Irvine,
California
|
-$11.7M |
| 4 |
AGA
Accuvest Global Advisors
Provo,
Utah
|
-$9.03M |
| 5 |
FFA
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
-$7.48M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AG
251
Appleton Group
Appleton,
Wisconsin
| – | -$234K | -15,384 | Closed |
|
252
Northern Trust
Chicago,
Illinois
| – | -$221K | -14,538 | Closed |
|
|
MWM
253
Mission Wealth Management
Santa Barbara,
California
| – | -$218K | -14,400 | Closed |
|
|
BC
254
Barnett & Company
Chattanooga,
Tennessee
| – | -$210K | -13,794 | Closed |
|
|
SSB
255
Sandy Spring Bank
Olney,
Maryland
| – | -$142K | -9,344 | Closed |
|
|
BAM
256
Barrett Asset Management
New York
| – | -$94K | -6,200 | Closed |
|
|
LWM
257
LBA Wealth Management
Jacksonville,
Florida
| – | -$18K | -1,194 | Closed |
|
|
RAM
258
Riggs Asset Management
Dallas,
Pennsylvania
| – | -$7K | -440 | Closed |
|
|
TRCT
259
Tower Research Capital (TRC)
New York
| – | +$529 | +36 | New |
|
SCHF Hedge Fund Activity: Q3 2015 in Review
242 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Schwab International Equity ETF (SCHF) for Q3 2015, worth a combined $1.84B — up 12% from $1.65B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new SCHF positions and 20 closed out — a net gain of 7 holders — while 125 added to existing stakes and 62 trimmed.
The largest buyer was Creative Planning, adding an estimated $95M. The largest seller was Wealthfront, cutting an estimated $17.9M.
- 242 institutional investors held Schwab International Equity ETF (SCHF) as of Q3 2015, up from 236 in Q2 2015.
- Funds reported $1.84B of Schwab International Equity ETF stock for Q3 2015, up 12% quarter-over-quarter.
- 27 funds opened new Schwab International Equity ETF positions in Q3 2015 and 20 closed out, a net change of +7 holders.
- The largest Schwab International Equity ETF buyer in Q3 2015 was Creative Planning, an estimated $95M added.
- The largest Schwab International Equity ETF seller in Q3 2015 was Wealthfront, an estimated $17.9M sold.
Based on aggregated 13F filings for Q3 2015.