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Schwab International Small-Cap Equity ETF

304 hedge funds and large institutions have $2.46B invested in Schwab International Small-Cap Equity ETF in 2021 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 111 increasing their positions, 97 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 21

14% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 97

9% more capital invested

Capital invested by funds: $2.25B → $2.46B (+$207M)

5% more funds holding

Funds holding: 289304 (+15)

0.15% more ownership

Funds ownership: 75.3%75.46% (+0.15%)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

Holders
304
Holders Change
+15
Holders Change %
+5.19%
% of All Funds
5.34%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
38
Increased
111
Reduced
97
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWS
251
Glassman Wealth Services
Virginia
$12K
WT
252
Whittier Trust
California
$12K +$11.4K +293 New
APA
253
American Portfolios Advisors
New York
$11.7K +$8.19K +210 +244%
GFPC
254
Global Financial Private Client
Florida
$11K
William Blair & Company
255
William Blair & Company
Illinois
$11K -$25.4K -652 -69%
BW
256
Bison Wealth
Georgia
$11K +$8.7K +223 +384%
PMFA
257
Plante Moran Financial Advisors
Michigan
$11K +$11.1K +284 New
SWM
258
Spire Wealth Management
Virginia
$11K +$11.3K +290 New
DTIM
259
Danda Trouve Investment Management
Kansas
$10K
APWA
260
Atlas Private Wealth Advisors
New Jersey
$9K +$2.34K +60 +36%
TRCT
261
Tower Research Capital (TRC)
New York
$8K +$7.8K +200 New
HPC
262
HM Payson & Co
Maine
$7K -$33K -846 -84%
OSAM
263
O'Shaughnessy Asset Management
Connecticut
$7K +$6.59K +169 New
SIS
264
Sound Income Strategies
Florida
$6.35K +$6.28K +161 New
BFG
265
Baron Financial Group
New Jersey
$5.91K
SPIA
266
Steward Partners Investment Advisory
New York
$5.44K
GRP
267
Global Retirement Partners
California
$5K
AC
268
AlphaCore Capital
California
$4K
JCM
269
Jacobi Capital Management
Pennsylvania
$4K
HFS
270
Hantz Financial Services
Michigan
$4K +$1.01K +26 +37%
BWA
271
BDO Wealth Advisors
Florida
$4K +$3.9K +100 New
CMBA
272
C.M. Bidwell & Associates
Hawaii
$3K -$10.7K -275 -77%
HIM
273
HawsGoodwin Investment Management
Tennessee
$3K -$39 -1 -2%
AF
274
Allworth Financial
California
$3K
CA
275
Clearstead Advisors
Ohio
$3K

SCHC Hedge Fund Activity: Q1 2021 in Review

304 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q1 2021, worth a combined $2.46B — up 9.2% from $2.25B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SCHC positions and 21 closed out — a net gain of 17 holders — while 111 added to existing stakes and 97 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $47.3M. The largest seller was Tradewinds Capital Management, cutting an estimated $21.3M.

  • 304 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q1 2021, up from 289 in Q4 2020.
  • Funds reported $2.46B of Schwab International Small-Cap Equity ETF stock for Q1 2021, up 9.2% quarter-over-quarter.
  • 38 funds opened new Schwab International Small-Cap Equity ETF positions in Q1 2021 and 21 closed out, a net change of +17 holders.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q1 2021 was Charles Schwab Investment Advisory, an estimated $47.3M added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q1 2021 was Tradewinds Capital Management, an estimated $21.3M sold.

Based on aggregated 13F filings for Q1 2021.