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Schwab International Small-Cap Equity ETF

258 hedge funds and large institutions have $1.87B invested in Schwab International Small-Cap Equity ETF in 2020 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 53 increasing their positions, 111 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 27

8% more capital invested

Capital invested by funds: $1.73B → $1.87B (+$140M)

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

0% more funds holding

Funds holding: 257258 (+1)

0.18% more ownership

Funds ownership: 73.73%73.91% (+0.18%)

52% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 111

Holders
258
Holders Change
+1
Holders Change %
+0.39%
% of All Funds
5.21%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.32%
New
33
Increased
53
Reduced
111
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCH
226
Freestone Capital Holdings
Washington
$5.71K +$5.62K +176 New
JWBC
227
John W. Brooker & Co
California
$5K -$18.4K -577 -79%
HIM
228
HawsGoodwin Investment Management
Tennessee
$5K +$926 +29 +23%
SC
229
SouthState Corp
Florida
$5K +$5.14K +161 New
BFG
230
Baron Financial Group
New Jersey
$4.88K +$4.79K +150 New
GRP
231
Global Retirement Partners
California
$4K
JCM
232
Jacobi Capital Management
Pennsylvania
$4K +$671 +21 +22%
TWA
233
TCI Wealth Advisors
Arizona
$3K -$122K -3,834 -98%
AC
234
AlphaCore Capital
California
$3K -$96 -3 -3%
AF
235
Allworth Financial
California
$3K
CFD
236
Creative Financial Designs
Indiana
$3K
SPIA
237
Steward Partners Investment Advisory
New York
$3K +$2.52K +79 New
VCM
238
Vigilant Capital Management
Maine
$3K +$3.1K +97 New
FWP
239
FAS Wealth Partners
Kansas
$2K -$9.87K -309 -84%
CA
240
Clearstead Advisors
Ohio
$2K
HFS
241
Hantz Financial Services
Michigan
$2K
MF
242
Manchester Financial
California
$2K
NFSG
243
Newbridge Financial Services Group
Florida
$2K +$1.69K +53 New
BAM
244
Barrett Asset Management
New York
$1K
CAAS
245
Capital Asset Advisory Services
Michigan
$1K
CCA
246
Column Capital Advisors
Indiana
$1K
FMP
247
Financial Management Professionals
Texas
$1K
RCA
248
Rowland Carmichael Advisors
Arizona
$1K
FWM
249
Focused Wealth Management
New York
$1K +$575 +18 New
WP
250
WealthShield Partners
North Carolina
$1K +$575 +18 New

SCHC Hedge Fund Activity: Q3 2020 in Review

258 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q3 2020, worth a combined $1.87B — up 8.1% from $1.73B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new SCHC positions and 27 closed out — a net gain of 6 holders — while 53 added to existing stakes and 111 trimmed.

The largest buyer was Systelligence LLC, opening a new position worth an estimated $9.84M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $13.4M sold.

  • 258 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q3 2020, up from 257 in Q2 2020.
  • Funds reported $1.87B of Schwab International Small-Cap Equity ETF stock for Q3 2020, up 8.1% quarter-over-quarter.
  • 33 funds opened new Schwab International Small-Cap Equity ETF positions in Q3 2020 and 27 closed out, a net change of +6 holders.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q3 2020 was Systelligence LLC, an estimated $9.84M added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q3 2020 was Susquehanna International Group, an estimated $13.4M sold.

Based on aggregated 13F filings for Q3 2020.