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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
CSIA
1
Charles Schwab Investment Advisory
California
$220M +$18M +1,191,954 +9%
PCA
2
Personal Capital Advisors
California
$120M +$26.9M +1,787,730 +27%
W
3
Wealthfront
California
$113M +$31.5M +2,093,638 +36%
Betterment LLC
4
Betterment LLC
New York
$44.9M +$46.8M +3,105,632 New
Charles Schwab
5
Charles Schwab
California
$41.8M +$2.13M +141,068 +5%
BL
6
BCWM LLC
Kansas
$34.9M -$18.3K -1,214 -0.5%
HSA
7
HBK Sorce Advisory
Pennsylvania
$25.7M +$9.36M +621,600 +54%
F
8
FutureAdvisor
California
$24.4M +$15.9M +1,056,654 New
LYV
9
Live Your Vision
Pennsylvania
$22.8M +$844K +56,042 +4%
CCA
10
Cobblestone Capital Advisors
New York
$21.6M -$316K -21,002 -1%
CCWA
11
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$18.8M +$1.47M +97,596 +8%
FWM
12
Frontier Wealth Management
Missouri
$14.3M +$14.9M +992,030 New
UCFA
13
United Capital Financial Advisors
Texas
$13.9M +$7.12M +472,612 +97%
HCM
14
Hengehold Capital Management
Ohio
$13.5M -$4.46M -295,878 -24%
TWM
15
Tanglewood Wealth Management
Texas
$12M +$12.5M +827,720 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$11.8M +$3.98M +264,404 +48%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$10.7M +$11.1M +737,264 New
CA
18
Capital Advantage
California
$10.6M +$11.1M +733,806 New
VWM
19
Vector Wealth Management
Minnesota
$10.1M +$44.7K +2,966 +0.4%
BWP
20
BSW Wealth Partners
Colorado
$9.92M +$9.99M +663,386 +2,897%
PA
21
Planning Alternatives
Michigan
$9.53M +$3.08M +204,774 +45%
HighTower Advisors
22
HighTower Advisors
Illinois
$9.33M +$441K +29,252 +5%
EHPM
23
Emery Howard Portfolio Management
California
$8.91M +$5.54M +367,846 +148%
NIC
24
Northwest Investment Counselors
Oregon
$8.63M +$370K +24,584 +4%
GA
25
Gateway Advisory
New Jersey
$7.12M +$234K +15,548 +3%
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.