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Schwab International Small-Cap Equity ETF
SCHC

Overview Fund Activity

330 hedge funds and large institutions have $2.75B invested in Schwab International Small-Cap Equity ETF in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 116 increasing their positions, 93 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+15
Holders Change %
+4.76%
% of All Funds
5.8%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.35%
New
40
Increased
116
Reduced
93
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$1.2B
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$173M
3
JFGLC
Johnson Financial Group LLC (Colorado)
Colorado
$29.3M
4
MG
Mather Group
Illinois
$147M
5
AA
Advisory Alpha
Michigan
$26M

Top Sellers

1
TCM
Tradewinds Capital Management
Washington
$106K
2
CAI
Capital Advisors Inc
Oklahoma
$27.8M
3
SFA
Sequoia Financial Advisors
Ohio
$5.42M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$3.34M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$55.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
226
Lido Advisors
California
$129K +$129K +3,121 New
BC
227
Bartlett & Co
Ohio
$120K -$13.1K -315 -10%
BCWM
228
Bartlett & Co Wealth Management
Ohio
$120K -$13.1K -315 -10%
VCM
229
Versant Capital Management
Arizona
$108K – – –
TCM
230
Tradewinds Capital Management
Washington
$106K -$25.6M -615,932 -100%
DSC
231
Duncker Streett & Co
Missouri
$104K – – –
CAPTRUST Financial Advisors
232
CAPTRUST Financial Advisors
North Carolina
$100K +$19.3K +465 +24%
CDIA
233
Capital Directions Investment Advisors
Georgia
$97K – – –
DI
234
Disciplined Investments
Oklahoma
$87K -$46.8K -1,128 -35%
BFC
235
Bedel Financial Consulting
Indiana
$84K -$1.17K -28 -1%
ACM
236
Antonetti Capital Management
Florida
$83K +$83K +2,000 New
FRA
237
Front Row Advisors
California
$82K – – –
RCC
238
Red Cedar Capital
Nebraska
$75K – – –
TFA
239
Transamerica Financial Advisors
Florida
$73K -$3.39K -81 -4%
CIR
240
Clear Investment Research
Georgia
$73K – – –
TFM
241
TFC Financial Management
Massachusetts
$67K – – –
WT
242
Whittier Trust
California
$65K +$52.7K +1,264 +428%
CFA
243
Carroll Financial Associates
North Carolina
$64K -$13.2K -322 -17%
Franklin Resources
244
Franklin Resources
California
$63K +$63K +1,517 New
SFP
245
Sterling Financial Planning
New Jersey
$58K – – –
AIM
246
Anchor Investment Management
South Carolina
$56.5K – – –
SBL
247
Sargent Bickham Lagudis
Colorado
$54K +$8.01K +192 +17%
PO
248
Private Ocean
California
$51K – – –
IWA
249
IBEX Wealth Advisors
New Jersey
$50K +$50K +1,196 New
PAI
250
Pittenger & Anderson Inc
Nebraska
$48K -$9.26K -225 -16%
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