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Schwab International Equity ETF
SCHF

136 hedge funds and large institutions have $508M invested in Schwab International Equity ETF in 2013 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 73 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

284% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 19

256% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 9

25% more capital invested

Capital invested by funds: $407M → $508M (+$102M)

20% more funds holding

Funds holding: 113 → 136 (+23)

9% more funds holding in top 10

Funds holding in top 10: 11 → 12 (+1)

3.94% more ownership

Funds ownership: 49.64% → 53.58% (+3.9%)

Holders
136
Holders Change
+23
Holders Change %
+20.35%
% of All Funds
3.95%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.35%
New
32
Increased
73
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$7.87M
2
SAM
Summit Asset Management
Tennessee
+$7.35M
3
CSIA
Charles Schwab Investment Advisory
California
+$5.35M
4
Jane Street
Jane Street
New York
+$5.33M
5
PA
Planning Alternatives
Michigan
+$4.39M

Top Sellers

Rank Fund Capital Flow
1
UCFA
United Capital Financial Advisors
Texas
-$4.44M
2
ACM
Avalon Capital Management
California
-$3.73M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.82M
4
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
-$1.45M
5
PFG
Piershale Financial Group
Illinois
-$1.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFG
26
Piershale Financial Group
Illinois
$3.6M -$1.15M -74,016 -24%
GIA
27
GHP Investment Advisors
Colorado
$3.34M +$130K +8,338 +4%
CWM
28
Cabot Wealth Management
Massachusetts
$2.86M +$754K +48,442 +36%
BPBT
29
Boston Private Bank & Trust
Massachusetts
$2.8M +$351K +22,534 +15%
WSTAM
30
Wilbanks Smith & Thomas Asset Management
Virginia
$2.7M -$1.45M -93,100 -35%
EHPM
31
Emery Howard Portfolio Management
California
$2.69M +$545K +35,036 +26%
PMG
32
ProVise Management Group
Florida
$2.65M +$2.05M +131,614 +362%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$2.56M +$194K +12,490 +8%
SIC
34
Salem Investment Counselors
North Carolina
$2.53M +$480K +30,850 +24%
SFSG
35
Stearns Financial Services Group
North Carolina
$2.52M +$522K +33,560 +27%
MAS
36
Madden Advisory Services
Florida
$2.49M +$21.6K +1,390 +0.9%
AA
37
Alesco Advisors
New York
$2.48M +$52.3K +3,362 +2%
BCMO
38
Buckingham Capital Management (Ohio)
Ohio
$2.36M +$436K +28,048 +23%
HCM
39
Hengehold Capital Management
Ohio
$2.3M +$219K +14,084 +11%
CFA
40
Cahill Financial Advisors
Minnesota
$2.24M +$2.21M +142,090 New
EVM
41
Eaton Vance Management
Massachusetts
$2.06M +$53.7K +3,450 +3%
EWM
42
Empirical Wealth Management
Washington
$1.77M +$234K +15,040 +15%
BSB
43
Bangor Savings Bank
Maine
$1.69M +$98K +6,298 +6%
LIM
44
Leavell Investment Management
Alabama
$1.61M +$1.59M +101,882 New
MPI
45
Mairs & Power Inc
Minnesota
$1.36M – – –
SWM
46
SVA Wealth Management
Wisconsin
$1.26M +$1.25M +80,132 New
BJ
47
Brouwer & Janachowski
California
$1.25M +$1.24M +79,596 New
Morgan Stanley
48
Morgan Stanley
New York
$1.17M +$70.5K +4,532 +7%
SA
49
Strategic Advisors
New York
$1.11M +$90.1K +5,794 +9%
AIM
50
Acropolis Investment Management
Missouri
$1.05M -$421K -27,090 -29%
1
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3 4 5

SCHF Hedge Fund Activity: Q4 2013 in Review

136 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Schwab International Equity ETF (SCHF) for Q4 2013, worth a combined $508M — up 25% from $407M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SCHF positions and 9 closed out — a net gain of 23 holders — while 73 added to existing stakes and 19 trimmed.

The largest buyer was Charles Schwab, adding an estimated $7.87M. The largest seller was United Capital Financial Advisors, cutting an estimated $4.44M.

  • 136 institutional investors held Schwab International Equity ETF (SCHF) as of Q4 2013, up from 113 in Q3 2013.
  • Funds reported $508M of Schwab International Equity ETF stock for Q4 2013, up 25% quarter-over-quarter.
  • 32 funds opened new Schwab International Equity ETF positions in Q4 2013 and 9 closed out, a net change of +23 holders.
  • The largest Schwab International Equity ETF buyer in Q4 2013 was Charles Schwab, an estimated $7.87M added.
  • The largest Schwab International Equity ETF seller in Q4 2013 was United Capital Financial Advisors, an estimated $4.44M sold.

Based on aggregated 13F filings for Q4 2013.