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Schwab International Small-Cap Equity ETF

304 hedge funds and large institutions have $2.46B invested in Schwab International Small-Cap Equity ETF in 2021 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 111 increasing their positions, 97 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 21

14% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 97

9% more capital invested

Capital invested by funds: $2.25B → $2.46B (+$207M)

5% more funds holding

Funds holding: 289304 (+15)

0.15% more ownership

Funds ownership: 75.3%75.46% (+0.15%)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

Holders
304
Holders Change
+15
Holders Change %
+5.19%
% of All Funds
5.34%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
38
Increased
111
Reduced
97
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
226
Anchor Investment Management
South Carolina
$53.6K +$6.24K +160 +13%
TCM
227
Tradewinds Capital Management
Washington
$53K -$21.3M -544,898 -100%
HFA
228
Hoover Financial Advisors
Pennsylvania
$51K
PO
229
Private Ocean
California
$49K
EVM
230
Eaton Vance Management
Massachusetts
$42K +$41.7K +1,070 New
JWA
231
JFS Wealth Advisors
Pennsylvania
$41K
SL
232
Savior LLC
Massachusetts
$41K +$2.11K +54 +5%
SBL
233
Sargent Bickham Lagudis
Colorado
$40K -$6.47K -166 -14%
LFG
234
Larson Financial Group
Missouri
$40K -$2.34K -60 -6%
TWM
235
Tradition Wealth Management
Minnesota
$32K +$3.9K +100 +14%
MA
236
MUFG Americas
New York
$26K
PGAM
237
Princeton Global Asset Management
New Jersey
$24K
LGWM
238
Litman Gregory Wealth Management
California
$21K
PFBT
239
Parkside Financial Bank & Trust
Missouri
$20K -$8.15K -209 -29%
HCP
240
Hexagon Capital Partners
Arkansas
$20K
CIAS
241
Capital Investment Advisory Services
North Carolina
$19K -$1.33K -34 -7%
First Manhattan
242
First Manhattan
New York
$19K -$585 -15 -3%
FCM
243
Firestone Capital Management
Florida
$18K
JHCP
244
Jackson Hole Capital Partners
Oklahoma
$18K
Bessemer Group
245
Bessemer Group
New Jersey
$16K
ACA
246
Aptus Capital Advisors
Alabama
$13K
Rockefeller Capital Management
247
Rockefeller Capital Management
New York
$13K +$13.8K +354 New
VFA
248
Valeo Financial Advisors
Indiana
$12K -$3.59K -92 -23%
PCIA
249
Prime Capital Investment Advisors
Kansas
$12K -$3.28K -84 -22%
Citigroup
250
Citigroup
New York
$12K -$2.92K -75 -20%

SCHC Hedge Fund Activity: Q1 2021 in Review

304 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q1 2021, worth a combined $2.46B — up 9.2% from $2.25B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SCHC positions and 21 closed out — a net gain of 17 holders — while 111 added to existing stakes and 97 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $47.3M. The largest seller was Tradewinds Capital Management, cutting an estimated $21.3M.

  • 304 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q1 2021, up from 289 in Q4 2020.
  • Funds reported $2.46B of Schwab International Small-Cap Equity ETF stock for Q1 2021, up 9.2% quarter-over-quarter.
  • 38 funds opened new Schwab International Small-Cap Equity ETF positions in Q1 2021 and 21 closed out, a net change of +17 holders.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q1 2021 was Charles Schwab Investment Advisory, an estimated $47.3M added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q1 2021 was Tradewinds Capital Management, an estimated $21.3M sold.

Based on aggregated 13F filings for Q1 2021.