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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
CFA
51
Cahill Financial Advisors
Minnesota
$3.39M +$179K +11,896 +5%
SFSG
52
Stearns Financial Services Group
North Carolina
$3.35M +$1.07M +70,818 +44%
HB
53
Homrich & Berg
Georgia
$3.33M +$2.82M +187,180 +432%
MFP
54
Mosaic Financial Partners
California
$3.08M – – –
BPBT
55
Boston Private Bank & Trust
Massachusetts
$2.94M +$48.2K +3,200 +2%
AA
56
Alesco Advisors
New York
$2.92M +$638K +42,344 +26%
EVM
57
Eaton Vance Management
Massachusetts
$2.81M +$40.4K +2,680 +1%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$2.78M -$91.8K -6,092 -3%
SIC
59
Salem Investment Counselors
North Carolina
$2.75M +$62.7K +4,160 +2%
BCI
60
Brinker Capital Investments
Pennsylvania
$2.69M +$2.78M +184,294 +8,548%
Bank of New York Mellon
61
Bank of New York Mellon
New York
$2.65M +$466K +30,962 +20%
GC
62
Garde Capital
Washington
$2.5M +$150K +9,982 +6%
ACM
63
Avalon Capital Management
California
$2.31M +$2.41M +159,860 New
FFA
64
First Foundation Advisors
California
$2.27M +$2.36M +156,710 New
PMG
65
ProVise Management Group
Florida
$2.23M +$123K +8,174 +6%
BSB
66
Bangor Savings Bank
Maine
$2.04M +$81.2K +5,390 +4%
RWM
67
RKL Wealth Management
Pennsylvania
$2.03M +$1.81M +120,424 +609%
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$2.02M +$930K +61,744 +79%
LFA
69
Landmark Financial Advisors
Kentucky
$1.98M +$1.14M +75,546 New
VNA
70
Valley National Advisers
Pennsylvania
$1.94M +$1.86M +123,162 New
MAS
71
Madden Advisory Services
Florida
$1.91M -$20K -1,330 -1%
EWM
72
Empirical Wealth Management
Washington
$1.82M +$111K +7,392 +6%
BC
73
Bartlett & Co
Ohio
$1.74M +$98.8K +6,556 +6%
SHA
74
Smith Hayes Advisers
Nebraska
$1.71M -$89.8K -5,964 -5%
CPIG
75
Chicago Partners Investment Group
Illinois
$1.56M +$1.63M +107,962 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.