Schwab International Equity ETF
SCHF
276 hedge funds and large institutions have $2.58B invested in Schwab International Equity ETF in 2016 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 126 increasing their positions, 90 reducing their positions, and 29 closing their positions.
40% more repeat investments, than reductions
Existing positions increased: 126 | Existing positions reduced: 90
15% more capital invested
Capital invested by funds: $2.24B → $2.58B (+$332M)
10% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 29
7.11% more ownership
Funds ownership: 95.72% → 102.83% (+7.1%)
0% more funds holding
Funds holding: 275 → 276 (+1)
11% less funds holding in top 10
Funds holding in top 10: 46 → 41 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
+$87.5M |
| 2 |
PCA
Personal Capital Advisors
Redwood City,
California
|
+$71.1M |
| 3 |
Betterment LLC
New York
|
+$69.4M |
| 4 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$61.9M |
| 5 |
Jane Street
New York
|
+$36.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
W
Wealthfront
Palo Alto,
California
|
-$44.7M |
| 2 |
FFA
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
-$29.6M |
| 3 |
HB
Homrich & Berg
Atlanta,
Georgia
|
-$21.1M |
| 4 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$16.3M |
| 5 |
OAJ
Ogorek Anthony Joseph
Williamsville,
New York
|
-$11.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
301
AssetMark Inc
Concord,
California
| – | -$4K | -326 | Closed |
|
|
CG
302
Cutler Group
San Francisco,
California
| – | -$3.37K | -260 | Closed |
|
|
CG
303
Colony Group
Boston,
Massachusetts
| – | -$3K | -196 | Closed |
|
|
NMIS
304
Northwestern Mutual Investment Services
Milwaukee,
Wisconsin
| – | -$2K | -144 | Closed |
|
SCHF Hedge Fund Activity: Q1 2016 in Review
276 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Schwab International Equity ETF (SCHF) for Q1 2016, worth a combined $2.58B — up 15% from $2.24B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new SCHF positions and 29 closed out — a net gain of 3 holders — while 126 added to existing stakes and 90 trimmed.
The largest buyer was Creative Planning, adding an estimated $87.5M. The largest seller was Wealthfront, cutting an estimated $44.7M.
- 276 institutional investors held Schwab International Equity ETF (SCHF) as of Q1 2016, up from 275 in Q4 2015.
- Funds reported $2.58B of Schwab International Equity ETF stock for Q1 2016, up 15% quarter-over-quarter.
- 32 funds opened new Schwab International Equity ETF positions in Q1 2016 and 29 closed out, a net change of +3 holders.
- The largest Schwab International Equity ETF buyer in Q1 2016 was Creative Planning, an estimated $87.5M added.
- The largest Schwab International Equity ETF seller in Q1 2016 was Wealthfront, an estimated $44.7M sold.
Based on aggregated 13F filings for Q1 2016.