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Schwab International Small-Cap Equity ETF
SCHC

279 hedge funds and large institutions have $1.77B invested in Schwab International Small-Cap Equity ETF in 2019 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 110 increasing their positions, 67 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 29

64% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 67

15% more capital invested

Capital invested by funds: $1.53B → $1.77B (+$235M)

12% more funds holding

Funds holding: 250 → 279 (+29)

1.53% more ownership

Funds ownership: 68.64% → 70.17% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 9 → 9 (0)

Holders
279
Holders Change
+29
Holders Change %
+11.6%
% of All Funds
5.5%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
59
Increased
110
Reduced
67
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
+$38.4M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$13.8M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$8.98M
4
Creative Planning
Creative Planning
Kansas
+$5.29M
5
Citadel Advisors
Citadel Advisors
Florida
+$4.09M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$6.58M
2
Jane Street
Jane Street
New York
-$5.23M
3
FC
Financial Consulate
Maryland
-$3.35M
4
BCI
Brinker Capital Investments
Pennsylvania
-$3.34M
5
IA
IndexIQ Advisors
New York
-$2.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
251
Creative Financial Designs
Indiana
$5K +$2.47K +74 +104%
MAM
252
Meeder Asset Management
Ohio
$4K – – –
HIM
253
HawsGoodwin Investment Management
Tennessee
$4K +$3.63K +109 New
AC
254
AlphaCore Capital
California
$4K +$3.77K +113 New
CAGAS
255
Capital Advisory Group Advisory Services
Minnesota
$4K +$4.24K +127 New
LF
256
Lee Financial
Texas
$3K – – –
S
257
SignatureFD
Georgia
$3K +$967 +29 +42%
CAC
258
Certified Advisory Corp
Florida
$3K +$2.63K +79 New
HNB
259
Huntington National Bank
Ohio
$2K – – –
BAM
260
Barrett Asset Management
New York
$1K – – –
BWL
261
Bogart Wealth LLC
Virginia
$1K – – –
FMP
262
Financial Management Professionals
Texas
$1K – – –
RCA
263
Rowland Carmichael Advisors
Arizona
$1K – – –
TFGT
264
TS Financial Group (TSFG)
Illinois
$1K – – –
TFO
265
Tarbox Family Office
California
$1K +$33 +1 +3%
GWMIA
266
Global Wealth Management Investment Advisory
Florida
$1K +$600 +18 New
CAAS
267
Capital Asset Advisory Services
Michigan
$1K +$767 +23 New
CCA
268
Column Capital Advisors
Indiana
$1K +$1.1K +33 New
TAM
269
Townsend Asset Management
North Carolina
$1K +$1.17K +35 New
GEA
270
Glen Eagle Advisors
New Jersey
$450 – – –
WQ
271
Wealth Quarterback
New Jersey
$285 +$267 +8 New
KFS
272
Kelly Financial Services
Massachusetts
$178 – – –
PGAM
273
Princeton Global Asset Management
New Jersey
$158 -$167 -5 -0.1%
Franklin Resources
274
Franklin Resources
California
– -$6.58M -206,900 Closed
Jane Street
275
Jane Street
New York
– -$5.23M -164,481 Closed
9 10
11
12 13

SCHC Hedge Fund Activity: Q4 2019 in Review

279 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q4 2019, worth a combined $1.77B — up 15% from $1.53B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new SCHC positions and 29 closed out — a net gain of 30 holders — while 110 added to existing stakes and 67 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $38.4M. The largest seller was Franklin Resources, exiting entirely with an estimated $6.58M sold.

  • 279 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q4 2019, up from 250 in Q3 2019.
  • Funds reported $1.77B of Schwab International Small-Cap Equity ETF stock for Q4 2019, up 15% quarter-over-quarter.
  • 59 funds opened new Schwab International Small-Cap Equity ETF positions in Q4 2019 and 29 closed out, a net change of +30 holders.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q4 2019 was Charles Schwab Investment Advisory, an estimated $38.4M added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q4 2019 was Franklin Resources, an estimated $6.58M sold.

Based on aggregated 13F filings for Q4 2019.