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Schwab International Small-Cap Equity ETF

279 hedge funds and large institutions have $1.77B invested in Schwab International Small-Cap Equity ETF in 2019 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 110 increasing their positions, 67 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 29

64% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 67

15% more capital invested

Capital invested by funds: $1.53B → $1.77B (+$235M)

12% more funds holding

Funds holding: 250279 (+29)

1.53% more ownership

Funds ownership: 68.64%70.17% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

Holders
279
Holders Change
+29
Holders Change %
+11.6%
% of All Funds
5.5%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
59
Increased
110
Reduced
67
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWBC
226
John W. Brooker & Co
California
$28K +$27K +809 New
SBL
227
Sargent Bickham Lagudis
Colorado
$27K -$1.28M -38,425 -98%
BFC
228
Bedel Financial Consulting
Indiana
$25K
CMBA
229
C.M. Bidwell & Associates
Hawaii
$20K -$167 -5 -0.8%
Fifth Third Bancorp
230
Fifth Third Bancorp
Ohio
$20K +$13.4K +402 +236%
CCM
231
Covington Capital Management
California
$20K +$18.9K +566 New
PA
232
Procyon Advisors
Connecticut
$20K +$19.4K +583 New
MWA
233
Moser Wealth Advisors
Washington
$19K +$17.8K +535 New
BWA
234
Burt Wealth Advisors
Maryland
$17K
JHCP
235
Jackson Hole Capital Partners
Oklahoma
$16K
SWM
236
Sugarloaf Wealth Management
Georgia
$16K +$15.3K +459 New
FCM
237
Firestone Capital Management
Florida
$16K +$15.3K +460 New
MF
238
Manchester Financial
California
$14K +$13.1K +394 New
SSB
239
Sandy Spring Bank
Maryland
$11K +$10.7K +322 New
Citigroup
240
Citigroup
New York
$10K -$167K -5,000 -94%
GWS
241
Glassman Wealth Services
Virginia
$10K +$10K +300 New
BWM
242
BerganKDV Wealth Management
Minnesota
$10K +$10.1K +303 New
William Blair & Company
243
William Blair & Company
Illinois
$8K -$133 -4 -2%
TL
244
TrueWealth LLC
Georgia
$8K +$200 +6 +3%
SMG
245
Spectrum Management Group
Indiana
$8K +$7.87K +236 New
HWA
246
HCR Wealth Advisors
California
$8K +$8.07K +242 New
EIP
247
Ellis Investment Partners
Pennsylvania
$7K -$6.67K -200 -49%
ICM
248
Islay Capital Management
Texas
$7K +$6.67K +200 New
TFS
249
TrustCore Financial Services
Tennessee
$6K
OPS
250
Orion Portfolio Solutions
Nebraska
$6K +$5.67K +170 New

SCHC Hedge Fund Activity: Q4 2019 in Review

279 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q4 2019, worth a combined $1.77B — up 15% from $1.53B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new SCHC positions and 29 closed out — a net gain of 30 holders — while 110 added to existing stakes and 67 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $38.4M. The largest seller was Franklin Resources, exiting entirely with an estimated $6.58M sold.

  • 279 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q4 2019, up from 250 in Q3 2019.
  • Funds reported $1.77B of Schwab International Small-Cap Equity ETF stock for Q4 2019, up 15% quarter-over-quarter.
  • 59 funds opened new Schwab International Small-Cap Equity ETF positions in Q4 2019 and 29 closed out, a net change of +30 holders.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q4 2019 was Charles Schwab Investment Advisory, an estimated $38.4M added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q4 2019 was Franklin Resources, an estimated $6.58M sold.

Based on aggregated 13F filings for Q4 2019.