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Schwab International Small-Cap Equity ETF
SCHC

367 hedge funds and large institutions have $2.87B invested in Schwab International Small-Cap Equity ETF in 2021 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 168 increasing their positions, 68 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 68

114% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 35

11% more funds holding

Funds holding: 330 → 367 (+37)

1.3% more ownership

Funds ownership: 73.99% → 75.29% (+1.3%)

5% more capital invested

Capital invested by funds: $2.75B → $2.87B (+$125M)

0% more funds holding in top 10

Funds holding in top 10: 20 → 20 (0)

Holders
367
Holders Change
+37
Holders Change %
+11.21%
% of All Funds
5.65%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.31%
New
75
Increased
168
Reduced
68
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
+$33.6M
2
MG
Mather Group
Illinois
+$16.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.76M
4
TF
TIAA FSB
Florida
+$8.65M
5
SFA
Sequoia Financial Advisors
Ohio
+$8.39M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$9.21M
2
SWM
Southern Wealth Management
Texas
-$7.45M
3
CST
Charles Schwab Trust
Nevada
-$6.15M
4
RIM
Redwood Investment Management
Arizona
-$4.7M
5
NCM
Northwest Capital Management
Oregon
-$4.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
226
HHM Wealth Advisors
Tennessee
$272K +$1.58K +38 +0.6%
WLIM
227
White Lighthouse Investment Management
Massachusetts
$270K +$6.55K +157 +2%
VCM
228
Vivaldi Capital Management
Illinois
$268K -$27.9K -668 -9%
NSAM
229
North Star Asset Management
Wisconsin
$267K +$42 +1 +0%
WBCM
230
Wilson & Boucher Capital Management
California
$262K +$267K +6,400 New
CST
231
Charles Schwab Trust
Nevada
$258K -$6.15M -147,507 -96%
HWM
232
HB Wealth Management
Georgia
$251K +$255K +6,124 New
CFA
233
Cahill Financial Advisors
Minnesota
$248K -$90.2K -2,163 -26%
BFG
234
Berger Financial Group
Minnesota
$246K +$39.2K +939 +19%
CWA
235
Consilium Wealth Advisory
Texas
$246K +$250K +6,000 New
OA
236
Operose Advisors
Wisconsin
$246K +$251K +6,022 New
PFA
237
Peak Financial Advisors
Colorado
$241K -$174K -4,179 -42%
ADL
238
Asset Dedication LLC
California
$239K +$751 +18 +0.3%
Brown Advisory
239
Brown Advisory
Maryland
$238K – – –
GAM
240
Garrison Asset Management
Arkansas
$233K +$10.3K +247 +5%
CP
241
Camelot Portfolios
Ohio
$233K +$23K +552 +11%
MCIA
242
Mountain Capital Investment Advisors
Colorado
$232K -$3.76M -90,061 -94%
BOPW
243
Brandywine Oak Private Wealth
Pennsylvania
$230K – – –
GCM
244
G2 Capital Management
Ohio
$225K +$229K +5,487 New
GFP
245
Guardian Financial Partners
California
$223K +$227K +5,437 New
CC
246
Cypress Capital
Tennessee
$218K – – –
BJL
247
Brighton Jones LLC
Washington
$216K +$17.8K +426 +9%
CA
248
CGN Advisors
Kansas
$210K +$214K +5,134 New
CA
249
Cetera Advisors
Colorado
$206K +$6.09K +146 +3%
AI
250
Accredited Investors
Minnesota
$203K +$206K +4,948 New
8 9
10
11 12

SCHC Hedge Fund Activity: Q4 2021 in Review

367 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q4 2021, worth a combined $2.87B — up 4.6% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new SCHC positions and 35 closed out — a net gain of 40 holders — while 168 added to existing stakes and 68 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $33.6M. The largest seller was Jane Street, exiting entirely with an estimated $9.21M sold.

  • 367 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q4 2021, up from 330 in Q3 2021.
  • Funds reported $2.87B of Schwab International Small-Cap Equity ETF stock for Q4 2021, up 4.6% quarter-over-quarter.
  • 75 funds opened new Schwab International Small-Cap Equity ETF positions in Q4 2021 and 35 closed out, a net change of +40 holders.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q4 2021 was Charles Schwab Investment Advisory, an estimated $33.6M added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q4 2021 was Jane Street, an estimated $9.21M sold.

Based on aggregated 13F filings for Q4 2021.