We are live on ! Find out more
SCHF icon

Schwab International Equity ETF

225 hedge funds and large institutions have $1.3B invested in Schwab International Equity ETF in 2015 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 114 increasing their positions, 46 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

148% more repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 46

25% more funds holding in top 10

Funds holding in top 10: 2835 (+7)

21% more capital invested

Capital invested by funds: $1.07B → $1.3B (+$226M)

13% more funds holding

Funds holding: 200225 (+25)

0.42% less ownership

Funds ownership: 75.67%75.25% (-0.42%)

Holders
225
Holders Change
+25
Holders Change %
+12.5%
% of All Funds
6%
Holding in Top 10
35
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25%
% of All Funds
0.93%
New
44
Increased
114
Reduced
46
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$236M +$5.74M +386,134 +3%
PCA
2
Personal Capital Advisors
California
$166M +$38.9M +2,620,838 +32%
W
3
Wealthfront
California
$83M -$34.9M -2,348,004 -30%
Betterment LLC
4
Betterment LLC
New York
$51M +$3.95M +265,692 +9%
FFA
5
Fragasso Financial Advisors
Pennsylvania
$47.6M +$43.2M +2,909,650 +1,202%
Charles Schwab
6
Charles Schwab
California
$46.7M +$2.93M +197,104 +7%
BL
7
BCWM LLC
Kansas
$37.1M +$55.3K +3,720 +2%
HSA
8
HBK Sorce Advisory
Pennsylvania
$28.2M +$1.24M +83,586 +5%
Bessemer Group
9
Bessemer Group
New Jersey
$26.1M +$25.7M +1,728,728 New
OMC
10
Old Mission Capital
Illinois
$25.6M +$25.1M +1,691,114 New
LYV
11
Live Your Vision
Pennsylvania
$23.8M -$450K -30,260 -2%
UCFA
12
United Capital Financial Advisors
Texas
$21.6M +$6.1M +410,324 +43%
Jane Street
13
Jane Street
New York
$19.6M +$19.3M +1,296,942 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$18.6M +$6.16M +414,542 +51%
CCWA
15
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$18.2M -$1.39M -93,434 -7%
FWM
16
Frontier Wealth Management
Missouri
$15.7M +$739K +49,746 +5%
EHPM
17
Emery Howard Portfolio Management
California
$15.3M +$5.84M +393,428 +64%
TWM
18
Tanglewood Wealth Management
Texas
$14.9M +$2.35M +158,070 +19%
HCM
19
Hengehold Capital Management
Ohio
$14.1M -$59.5K -4,008 -0.4%
Bank of America
20
Bank of America
North Carolina
$13.1M +$8.48M +571,100 +192%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$11.6M +$452K +30,438 +4%
CA
22
Capital Advantage
California
$11.3M +$203K +13,680 +2%
VWM
23
Vector Wealth Management
Minnesota
$10.4M -$106K -7,102 -1%
HighTower Advisors
24
HighTower Advisors
Illinois
$10.3M +$492K +33,150 +5%
TCM
25
Tradewinds Capital Management
Washington
$9.63M +$8.99M +605,076 +1,886%