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Schwab International Small-Cap Equity ETF

383 hedge funds and large institutions have $3.04B invested in Schwab International Small-Cap Equity ETF in 2024 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 124 increasing their positions, 147 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

0.91% more ownership

Funds ownership: 73.84%74.75% (+0.91%)

0% less capital invested

Capital invested by funds: $3.04B → $3.04B (-$1.16M)

8% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 40

2% less funds holding

Funds holding: 390383 (-7)

16% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 147

Holders
383
Holders Change
-7
Holders Change %
-1.79%
% of All Funds
5.53%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
37
Increased
124
Reduced
147
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIM
226
Harbour Investment Management
Washington
$345K +$1.07K +30 +0.3%
MML Investors Services
227
MML Investors Services
Massachusetts
$343K +$31K +870 +10%
Lido Advisors
228
Lido Advisors
California
$339K +$17.5K +492 +5%
TP
229
Tranquility Partners
Tennessee
$338K
AOWM
230
Alpha Omega Wealth Management
Virginia
$337K
GWA
231
Geometric Wealth Advisors
District of Columbia
$327K
AA
232
Alesco Advisors
New York
$322K -$642 -18 -0.2%
Cambridge Investment Research Advisors
233
Cambridge Investment Research Advisors
Iowa
$311K +$15.2K +426 +5%
CPA
234
Capital Performance Advisors
California
$309K -$11.7K -327 -4%
BB
235
Busey Bank
Illinois
$300K -$15.2K -427 -5%
HIP
236
HUB Investment Partners
Texas
$296K +$33.9K +952 +13%
RJA
237
Raymond James & Associates
Florida
$294K +$26.3K +737 +10%
Empower Advisory Group
238
Empower Advisory Group
Colorado
$292K +$43.1K +1,208 +17%
AI
239
Atria Investments
North Carolina
$290K +$290K +8,148 New
WBCM
240
Wilson & Boucher Capital Management
California
$285K +$8.91K +250 +3%
ASN
241
Advisory Services Network
Georgia
$283K +$9.7K +272 +4%
BDF
242
Black Diamond Financial
Maryland
$278K -$8.91K -250 -3%
MWM
243
Merriman Wealth Management
Washington
$274K -$5.35K -150 -2%
IWA
244
IVC Wealth Advisors
Pennsylvania
$273K -$2.64K -74 -1%
KAS
245
Kestra Advisory Services
Texas
$255K -$77.4K -2,172 -22%
TC
246
TownSquare Capital
Utah
$249K -$40.3K -1,130 -14%
GS
247
GTS Securities
New York
$249K +$249K +6,985 New
HWA
248
HHM Wealth Advisors
Tennessee
$248K
OWP
249
Obermeyer Wealth Partners
Colorado
$245K
MW
250
Maia Wealth
Colorado
$242K +$234K +6,554 New

SCHC Hedge Fund Activity: Q2 2024 in Review

383 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q2 2024, worth a combined $3.04B — down 0.04% from $3.04B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of SCHC and 37 opened new positions — a net loss of 3 holders — while 147 trimmed existing stakes and 124 added.

The largest buyer was Charles Schwab, adding an estimated $1.38B. The largest seller was New York Life Investment Management, exiting entirely with an estimated $55M sold.

  • 383 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q2 2024, down from 390 in Q1 2024.
  • Funds reported $3.04B of Schwab International Small-Cap Equity ETF stock for Q2 2024, down 0.04% quarter-over-quarter.
  • 37 funds opened new Schwab International Small-Cap Equity ETF positions in Q2 2024 and 40 closed out, a net change of -3 holders.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q2 2024 was Charles Schwab, an estimated $1.38B added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q2 2024 was New York Life Investment Management, an estimated $55M sold.

Based on aggregated 13F filings for Q2 2024.