Schwab International Equity ETF
SCHF
137 hedge funds and large institutions have $508M invested in Schwab International Equity ETF in 2013 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 73 increasing their positions, 19 reducing their positions, and 9 closing their positions.
284% more repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 19
267% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 9
25% more capital invested
Capital invested by funds: $407M → $508M (+$102M)
21% more funds holding
Funds holding: 113 → 137 (+24)
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$7.87M |
| 2 |
SAM
Summit Asset Management
Memphis,
Tennessee
|
+$7.35M |
| 3 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$5.35M |
| 4 |
Jane Street
New York
|
+$5.33M |
| 5 |
PA
Planning Alternatives
Birmingham,
Michigan
|
+$4.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$4.44M |
| 2 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
-$3.73M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.82M |
| 4 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
-$1.45M |
| 5 |
PFG
Piershale Financial Group
Barrington,
Illinois
|
-$1.15M |
SCHF Hedge Fund Activity: Q4 2013 in Review
137 of the 3,459 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: 33 funds opened new SCHF positions and 9 closed out — a net gain of 24 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.
- 137 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.
- 33 funds opened new Schwab International Equity ETF positions in Q4 2013 and 9 closed out, a net change of +24 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.