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Schwab International Small-Cap Equity ETF
SCHC

330 hedge funds and large institutions have $2.75B invested in Schwab International Small-Cap Equity ETF in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 116 increasing their positions, 93 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 20

25% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 93

11% more funds holding in top 10

Funds holding in top 10: 18 → 20 (+2)

5% more funds holding

Funds holding: 315 → 330 (+15)

1% more capital invested

Capital invested by funds: $2.71B → $2.75B (+$33.4M)

0.77% less ownership

Funds ownership: 74.76% → 73.99% (-0.77%)

Holders
330
Holders Change
+15
Holders Change %
+4.76%
% of All Funds
5.78%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.35%
New
40
Increased
116
Reduced
93
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
+$42.1M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$8.92M
3
JFGLC
Johnson Financial Group LLC (Colorado)
Colorado
+$7.99M
4
MG
Mather Group
Illinois
+$6.24M
5
AA
Advisory Alpha
Michigan
+$4.91M

Top Sellers

Rank Fund Capital Flow
1
TCM
Tradewinds Capital Management
Washington
-$26.2M
2
CAI
Capital Advisors Inc
Oklahoma
-$12.2M
3
SFA
Sequoia Financial Advisors
Ohio
-$8.35M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$5.2M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
251
JP Morgan Chase
New York
$46K +$47.1K +1,109 New
JWA
252
JFS Wealth Advisors
Pennsylvania
$44K – – –
MA
253
MUFG Americas
New York
$44K +$16.2K +381 +57%
EVM
254
Eaton Vance Management
Massachusetts
$43K -$892 -21 -2%
LFG
255
Larson Financial Group
Missouri
$42K – – –
TWM
256
Tradition Wealth Management
Minnesota
$33K – – –
MAM
257
Meeder Asset Management
Ohio
$29K +$29.4K +693 New
KTC
258
Kistler-Tiffany Companies
Pennsylvania
$28K – – –
OSAM
259
O'Shaughnessy Asset Management
Connecticut
$27K +$8.92K +210 +47%
PGAM
260
Princeton Global Asset Management
New Jersey
$26K – – –
HCP
261
Hexagon Capital Partners
Arkansas
$23K – – –
AA
262
Ancora Advisors
Ohio
$23K +$23.2K +546 New
PFBT
263
Parkside Financial Bank & Trust
Missouri
$21K – – –
SIM
264
Sonora Investment Management
Arizona
$21K +$21.2K +500 New
GPA
265
Guidance Point Advisors
Massachusetts
$21K +$21.7K +511 New
SWM
266
Spire Wealth Management
Virginia
$20K -$27K -636 -57%
FCM
267
Firestone Capital Management
Florida
$19K – – –
JHCP
268
Jackson Hole Capital Partners
Oklahoma
$19K – – –
SWM
269
Sugarloaf Wealth Management
Georgia
$19K – – –
Qube Research & Technologies (QRT)
270
Qube Research & Technologies (QRT)
United Kingdom
$18K -$356K -8,390 -95%
Bessemer Group
271
Bessemer Group
New Jersey
$17K – – –
TCWA
272
Ten Capital Wealth Advisors
Washington
$17K +$2.04K +48 +13%
APA
273
American Portfolios Advisors
New York
$16.2K +$1.7K +40 +11%
EWM
274
Evermay Wealth Management
Virginia
$16K – – –
Rockefeller Capital Management
275
Rockefeller Capital Management
New York
$16K +$3.06K +72 +20%
9 10
11
12 13

SCHC Hedge Fund Activity: Q3 2021 in Review

330 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q3 2021, worth a combined $2.75B — up 1.2% from $2.71B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new SCHC positions and 20 closed out — a net gain of 20 holders — while 116 added to existing stakes and 93 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $42.1M. The largest seller was Tradewinds Capital Management, cutting an estimated $26.2M.

  • 330 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q3 2021, up from 315 in Q2 2021.
  • Funds reported $2.75B of Schwab International Small-Cap Equity ETF stock for Q3 2021, up 1.2% quarter-over-quarter.
  • 40 funds opened new Schwab International Small-Cap Equity ETF positions in Q3 2021 and 20 closed out, a net change of +20 holders.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q3 2021 was Charles Schwab Investment Advisory, an estimated $42.1M added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q3 2021 was Tradewinds Capital Management, an estimated $26.2M sold.

Based on aggregated 13F filings for Q3 2021.