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Schwab International Equity ETF
SCHF

200 hedge funds and large institutions have $1.07B invested in Schwab International Equity ETF in 2014 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 98 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 17

158% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 38

65% more funds holding in top 10

Funds holding in top 10: 17 → 28 (+11)

27% more capital invested

Capital invested by funds: $842M → $1.07B (+$230M)

14% more funds holding

Funds holding: 176 → 200 (+24)

11.01% more ownership

Funds ownership: 64.66% → 75.67% (+11%)

Holders
200
Holders Change
+24
Holders Change %
+13.64%
% of All Funds
5.33%
Holding in Top 10
28
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+64.71%
% of All Funds
0.75%
New
44
Increased
98
Reduced
38
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
W
Wealthfront
California
+$31.5M
2
PCA
Personal Capital Advisors
California
+$26.9M
3
CSIA
Charles Schwab Investment Advisory
California
+$18M
4
TWM
Tanglewood Wealth Management
Texas
+$12.5M
5
CA
Capital Advantage
California
+$11.1M

Top Sellers

1
Jane Street
Jane Street
New York
-$15.3M
2
AA
Apriem Advisors
California
-$11.9M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.68M
4
HCM
Hengehold Capital Management
Ohio
-$4.46M
5
3AM
3D Asset Management
Connecticut
-$2.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
26
Summit Asset Management
Tennessee
$7.07M -$634K -42,078 -8%
IF
27
Ironwood Financial
Arizona
$6.93M +$7.22M +479,316 New
GAM
28
Gemmer Asset Management
California
$6.74M +$901K +59,790 +15%
CCM
29
Condor Capital Management
New Jersey
$6.62M +$97K +6,436 +1%
UBS Group
30
UBS Group
Switzerland
$5.91M +$6.16M +408,946 New
BOTW
31
Bank of the West
California
$5.87M +$2.22M +147,550 +57%
BUB
32
BBVA USA Bancshares
Texas
$5.53M -$1.04M -69,148 -15%
HDIM
33
Hanson & Doremus Investment Management
Vermont
$5.47M +$1.85M +123,030 +48%
WSTAM
34
Wilbanks Smith & Thomas Asset Management
Virginia
$5.25M +$3.4K +226 +0.1%
WPIC
35
White Pine Investment Company
Michigan
$5.25M +$1.36M +90,036 +33%
RPGK
36
Retirement Planning Group (Kansas)
Kansas
$5.06M +$573K +38,030 +12%
CWM
37
Cabot Wealth Management
Massachusetts
$4.4M +$1.18M +78,034 +34%
Bank of America
38
Bank of America
North Carolina
$4.3M +$3.84M +254,842 +601%
LPL Financial
39
LPL Financial
California
$4.15M +$621K +41,220 +17%
Goldman Sachs
40
Goldman Sachs
New York
$3.91M +$2.19M +145,118 +116%
EK
41
Evensky & Katz
Florida
$3.9M +$2.69M +178,604 +196%
GIA
42
GHP Investment Advisors
Colorado
$3.89M +$480K +31,858 +13%
WA
43
Wealth Architects
California
$3.87M +$4.04M +268,030 New
OCM
44
One Capital Management
California
$3.85M +$303K +20,096 +8%
AMM
45
American Money Management
California
$3.75M +$80.1K +5,320 +2%
CMP
46
Courage Miller Partners
Virginia
$3.71M +$621K +41,254 +19%
BCMO
47
Buckingham Capital Management (Ohio)
Ohio
$3.61M +$88.1K +5,848 +2%
JFG
48
JMG Financial Group
Illinois
$3.6M +$1.37M +90,762 +57%
SFS
49
Summit Financial Strategies
Ohio
$3.57M +$3.72M +247,176 New
FFA
50
Fragasso Financial Advisors
Pennsylvania
$3.5M +$3.65M +241,980 New
1
2
3 4 5

SCHF Hedge Fund Activity: Q4 2014 in Review

200 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Schwab International Equity ETF (SCHF) for Q4 2014, worth a combined $1.07B — up 27% from $842M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new SCHF positions and 17 closed out — a net gain of 27 holders — while 98 added to existing stakes and 38 trimmed.

The largest buyer was Wealthfront, adding an estimated $31.5M. The largest seller was Jane Street, exiting entirely with an estimated $15.3M sold.

  • 200 institutional investors held Schwab International Equity ETF (SCHF) as of Q4 2014, up from 176 in Q3 2014.
  • Funds reported $1.07B of Schwab International Equity ETF stock for Q4 2014, up 27% quarter-over-quarter.
  • 44 funds opened new Schwab International Equity ETF positions in Q4 2014 and 17 closed out, a net change of +27 holders.
  • The largest Schwab International Equity ETF buyer in Q4 2014 was Wealthfront, an estimated $31.5M added.
  • The largest Schwab International Equity ETF seller in Q4 2014 was Jane Street, an estimated $15.3M sold.

Based on aggregated 13F filings for Q4 2014.