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Schwab International Small-Cap Equity ETF

390 hedge funds and large institutions have $3.04B invested in Schwab International Small-Cap Equity ETF in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 121 increasing their positions, 157 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 35

0% less funds holding

Funds holding: 391390 (-1)

1% less capital invested

Capital invested by funds: $3.07B → $3.04B (-$33.5M)

5.71% less ownership

Funds ownership: 79.55%73.84% (-5.7%)

23% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 157

27% less funds holding in top 10

Funds holding in top 10: 1511 (-4)

Holders
390
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
5.62%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.16%
New
35
Increased
121
Reduced
157
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
226
Seaside Wealth Management
California
$351K -$6.74K -196 -2%
MA
227
Mutual Advisors
Nebraska
$350K +$336K +9,777 New
HIM
228
Harbour Investment Management
Washington
$346K +$550 +16 +0.2%
TP
229
Tranquility Partners
Tennessee
$341K
JJBC
230
James J. Burns & Company
New York
$340K -$400K -11,617 -55%
AOWM
231
Alpha Omega Wealth Management
Virginia
$339K -$2.2K -64 -0.7%
GWA
232
Geometric Wealth Advisors
District of Columbia
$329K +$10.5K +305 +3%
AA
233
Alesco Advisors
New York
$324K +$619 +18 +0.2%
Lido Advisors
234
Lido Advisors
California
$323K +$310K +9,018 New
CPA
235
Capital Performance Advisors
California
$322K +$10.4K +302 +3%
BB
236
Busey Bank
Illinois
$317K +$14.7K +427 +5%
MML Investors Services
237
MML Investors Services
Massachusetts
$314K -$95.1K -2,764 -24%
Cerity Partners
238
Cerity Partners
New York
$314K -$116M -3,366,809 -100%
MCM
239
Mainstay Capital Management
Michigan
$306K -$2.85K -83 -1%
WAP
240
Wealthcare Advisory Partners
Pennsylvania
$302K +$290K +8,434 New
Cambridge Investment Research Advisors
241
Cambridge Investment Research Advisors
Iowa
$298K -$10.5K -304 -4%
TC
242
TownSquare Capital
Utah
$291K +$280K +8,130 New
SC
243
Schoolcraft Capital
Colorado
$288K -$1.55K -45 -0.6%
BDF
244
Black Diamond Financial
Maryland
$281K
MWM
245
Merriman Wealth Management
Washington
$281K +$5.16K +150 +2%
AWM
246
AE Wealth Management
Kansas
$278K -$324K -9,435 -55%
WBCM
247
Wilson & Boucher Capital Management
California
$277K +$60.2K +1,750 +29%
IWA
248
IVC Wealth Advisors
Pennsylvania
$277K +$18.7K +544 +8%
ASN
249
Advisory Services Network
Georgia
$275K -$3.27K -95 -1%
RJA
250
Raymond James & Associates
Florida
$269K -$53.3K -1,551 -17%

SCHC Hedge Fund Activity: Q1 2024 in Review

390 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q1 2024, worth a combined $3.04B — down 1.1% from $3.07B a quarter earlier.

Fund positioning in SCHC was balanced in Q1 2024: 35 funds opened new positions, 35 closed out, 121 added to existing stakes and 157 trimmed.

The largest buyer was State Street, opening a new position worth an estimated $56.6M. The largest seller was Cerity Partners, cutting an estimated $116M.

  • 390 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q1 2024, down from 391 in Q4 2023.
  • Funds reported $3.04B of Schwab International Small-Cap Equity ETF stock for Q1 2024, down 1.1% quarter-over-quarter.
  • 35 funds opened new Schwab International Small-Cap Equity ETF positions in Q1 2024 and 35 closed out, a net change of 0 holders.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q1 2024 was State Street, an estimated $56.6M added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q1 2024 was Cerity Partners, an estimated $116M sold.

Based on aggregated 13F filings for Q1 2024.