We are live on ! Find out more
SCHC icon

Schwab International Small-Cap Equity ETF

371 hedge funds and large institutions have $2.83B invested in Schwab International Small-Cap Equity ETF in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 140 increasing their positions, 129 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

9% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 129

3% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 31

1% more capital invested

Capital invested by funds: $2.79B → $2.83B (+$32M)

0.16% more ownership

Funds ownership: 75.42%75.58% (+0.16%)

1% less funds holding

Funds holding: 373371 (-2)

Holders
371
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
5.83%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.25%
New
32
Increased
140
Reduced
129
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BDF
226
Black Diamond Financial
Maryland
$288K +$101 +3 +0%
RJA
227
Raymond James & Associates
Florida
$285K +$285K +8,436 New
IWA
228
IVC Wealth Advisors
Pennsylvania
$282K +$47.3K +1,398 +20%
SC
229
Schoolcraft Capital
Colorado
$279K -$34 -1 -0%
KAS
230
Kestra Advisory Services
Texas
$278K +$20.2K +597 +8%
VCP
231
Vista Capital Partners
Oregon
$277K -$10.3K -304 -4%
GCA
232
Gradient Capital Advisors
California
$274K -$3.62K -107 -1%
MW
233
MBL Wealth
North Carolina
$263K
FPAS
234
Focus Partners Advisor Solutions
Missouri
$253K -$9.54K -282 -4%
ADL
235
Asset Dedication LLC
California
$252K -$7.51K -222 -3%
GWA
236
Geometric Wealth Advisors
District of Columbia
$247K +$1.18K +35 +0.5%
Empower Advisory Group
237
Empower Advisory Group
Colorado
$246K +$22.3K +660 +10%
ASN
238
Advisory Services Network
Georgia
$240K
HWA
239
HHM Wealth Advisors
Tennessee
$238K +$4.02K +119 +2%
CA
240
Cetera Advisors
Colorado
$237K +$9.91K +293 +4%
OWP
241
Obermeyer Wealth Partners
Colorado
$233K
SM
242
Sensible Money
Arizona
$233K +$237 +7 +0.1%
2L
243
25 LLC
Missouri
$231K +$947 +28 +0.4%
SWA
244
Sax Wealth Advisors
New Jersey
$230K
NL
245
NWAM LLC
Washington
$228K +$228K +6,741 New
OA
246
Operose Advisors
Wisconsin
$225K +$5.04K +149 +2%
MWAM
247
Manhattan West Asset Management
California
$220K -$643 -19 -0.3%
WLIM
248
White Lighthouse Investment Management
Massachusetts
$217K -$5.92K -175 -3%
AFG
249
AFS Financial Group
Maryland
$211K +$34 +1 +0%
SW
250
SVB Wealth
Massachusetts
$210K +$210K +6,224 New

SCHC Hedge Fund Activity: Q2 2023 in Review

371 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q2 2023, worth a combined $2.83B — up 1.1% from $2.79B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SCHC positions and 31 closed out — a net gain of 1 holder — while 140 added to existing stakes and 129 trimmed.

The largest buyer was Jane Street, adding an estimated $80.8M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $74.8M.

  • 371 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q2 2023, down from 373 in Q1 2023.
  • Funds reported $2.83B of Schwab International Small-Cap Equity ETF stock for Q2 2023, up 1.1% quarter-over-quarter.
  • 32 funds opened new Schwab International Small-Cap Equity ETF positions in Q2 2023 and 31 closed out, a net change of +1 holder.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q2 2023 was Jane Street, an estimated $80.8M added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q2 2023 was Wealth Enhancement Advisory Services, an estimated $74.8M sold.

Based on aggregated 13F filings for Q2 2023.