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Schwab International Small-Cap Equity ETF
SCHC

315 hedge funds and large institutions have $2.71B invested in Schwab International Small-Cap Equity ETF in 2021 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 145 increasing their positions, 73 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 73

48% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 23

13% more funds holding in top 10

Funds holding in top 10: 16 → 18 (+2)

10% more capital invested

Capital invested by funds: $2.46B → $2.71B (+$253M)

4% more funds holding

Funds holding: 304 → 315 (+11)

0.69% less ownership

Funds ownership: 75.46% → 74.76% (-0.69%)

Holders
315
Holders Change
+11
Holders Change %
+3.62%
% of All Funds
5.48%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.31%
New
34
Increased
145
Reduced
73
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
+$55.3M
2
TCM
Tradewinds Capital Management
Washington
+$25.8M
3
MG
Mather Group
Illinois
+$7.43M
4
MCIA
Mountain Capital Investment Advisors
Colorado
+$6.73M
5
Jane Street
Jane Street
New York
+$6.28M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.25M
2
IA
IndexIQ Advisors
New York
-$6.01M
3
Citadel Advisors
Citadel Advisors
Florida
-$4.86M
4
FVWA
Foster Victor Wealth Advisors
South Carolina
-$3.6M
5
Franklin Resources
Franklin Resources
California
-$3.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
251
Larson Financial Group
Missouri
$42K +$125 +3 +0.3%
AC
252
Arjuna Capital
North Carolina
$42K +$41.7K +1,000 New
TWM
253
Tradition Wealth Management
Minnesota
$33K +$42 +1 +0.1%
MA
254
MUFG Americas
New York
$28K – – –
KTC
255
Kistler-Tiffany Companies
Pennsylvania
$28K +$28.1K +673 New
PGAM
256
Princeton Global Asset Management
New Jersey
$26K +$83 +2 +0.3%
HCP
257
Hexagon Capital Partners
Arkansas
$23K +$918 +22 +4%
PFBT
258
Parkside Financial Bank & Trust
Missouri
$21K +$83 +2 +0.4%
CIAS
259
Capital Investment Advisory Services
North Carolina
$20K – – –
SWM
260
Sugarloaf Wealth Management
Georgia
$19K -$65K -1,558 -77%
FCM
261
Firestone Capital Management
Florida
$19K – – –
JHCP
262
Jackson Hole Capital Partners
Oklahoma
$19K – – –
OSAM
263
O'Shaughnessy Asset Management
Connecticut
$19K +$11.8K +282 +167%
Fifth Third Bancorp
264
Fifth Third Bancorp
Ohio
$18K +$17.5K +419 +2,095%
Bessemer Group
265
Bessemer Group
New Jersey
$17K – – –
William Blair & Company
266
William Blair & Company
Illinois
$16K +$3.96K +95 +33%
EWM
267
Evermay Wealth Management
Virginia
$16K +$16.3K +390 New
TCWA
268
Ten Capital Wealth Advisors
Washington
$15K +$15.3K +366 New
APA
269
American Portfolios Advisors
New York
$14.6K +$2.3K +55 +19%
ACA
270
Aptus Capital Advisors
Alabama
$14K – – –
Rockefeller Capital Management
271
Rockefeller Capital Management
New York
$14K +$42 +1 +0.3%
BW
272
Bison Wealth
Georgia
$12K – – –
GWS
273
Glassman Wealth Services
Virginia
$12K – – –
PMFA
274
Plante Moran Financial Advisors
Michigan
$12K – – –
WT
275
Whittier Trust
California
$12K +$83 +2 +0.7%
9 10
11
12 13

SCHC Hedge Fund Activity: Q2 2021 in Review

315 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q2 2021, worth a combined $2.71B — up 10% from $2.46B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new SCHC positions and 23 closed out — a net gain of 11 holders — while 145 added to existing stakes and 73 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $55.3M. The largest seller was Envestnet Asset Management, cutting an estimated $6.25M.

  • 315 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q2 2021, up from 304 in Q1 2021.
  • Funds reported $2.71B of Schwab International Small-Cap Equity ETF stock for Q2 2021, up 10% quarter-over-quarter.
  • 34 funds opened new Schwab International Small-Cap Equity ETF positions in Q2 2021 and 23 closed out, a net change of +11 holders.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q2 2021 was Charles Schwab Investment Advisory, an estimated $55.3M added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q2 2021 was Envestnet Asset Management, an estimated $6.25M sold.

Based on aggregated 13F filings for Q2 2021.