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Schwab International Small-Cap Equity ETF

367 hedge funds and large institutions have $2.87B invested in Schwab International Small-Cap Equity ETF in 2021 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 168 increasing their positions, 68 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 68

114% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 35

11% more funds holding

Funds holding: 330367 (+37)

1.3% more ownership

Funds ownership: 73.99%75.29% (+1.3%)

5% more capital invested

Capital invested by funds: $2.75B → $2.87B (+$125M)

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

Holders
367
Holders Change
+37
Holders Change %
+11.21%
% of All Funds
5.65%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.31%
New
75
Increased
168
Reduced
68
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KFGK
251
Keystone Financial Group (Kentucky)
Kentucky
$200K -$15.4K -369 -7%
M
252
MOTCO
Texas
$190K +$1.79K +43 +0.9%
CPA
253
Cardiff Park Advisors
California
$153K +$156K +3,731 New
NOI
254
Newton One Investments
Delaware
$145K
TCM
255
Tradewinds Capital Management
Washington
$144K +$40.8K +978 +38%
DI
256
Disciplined Investments
Oklahoma
$110K +$24.4K +584 +28%
VCM
257
Versant Capital Management
Arizona
$108K +$2K +48 +2%
CAPTRUST Financial Advisors
258
CAPTRUST Financial Advisors
North Carolina
$105K +$6.46K +155 +6%
DSC
259
Duncker Streett & Co
Missouri
$103K
BA
260
Bellwether Advisors
Nebraska
$102K +$105K +2,515 New
JP Morgan Chase
261
JP Morgan Chase
New York
$94K +$49.8K +1,194 +108%
BFC
262
Bedel Financial Consulting
Indiana
$84K +$1.38K +33 +2%
FRA
263
Front Row Advisors
California
$83K +$2.21K +53 +3%
ACM
264
Antonetti Capital Management
Florida
$82K
IA
265
IFP Advisors
Florida
$77K -$735K -17,630 -91%
RCC
266
Red Cedar Capital
Nebraska
$74K
CIR
267
Clear Investment Research
Georgia
$72K
TFA
268
Transamerica Financial Advisors
Florida
$71K -$959 -23 -1%
LFA
269
Level Financial Advisors
New York
$69K +$69.9K +1,676 New
TFM
270
TFC Financial Management
Massachusetts
$66K
WT
271
Whittier Trust
California
$64K +$292 +7 +0.4%
Franklin Resources
272
Franklin Resources
California
$62K
VCM
273
Vigilant Capital Management
Maine
$61K +$61.7K +1,480 New
GWMI
274
Guardian Wealth Management (Illinois)
Illinois
$60K +$61.2K +1,467 New
SBL
275
Sargent Bickham Lagudis
Colorado
$59K +$6.3K +151 +12%

SCHC Hedge Fund Activity: Q4 2021 in Review

367 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q4 2021, worth a combined $2.87B — up 4.6% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new SCHC positions and 35 closed out — a net gain of 40 holders — while 168 added to existing stakes and 68 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $33.6M. The largest seller was Jane Street, exiting entirely with an estimated $9.21M sold.

  • 367 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q4 2021, up from 330 in Q3 2021.
  • Funds reported $2.87B of Schwab International Small-Cap Equity ETF stock for Q4 2021, up 4.6% quarter-over-quarter.
  • 75 funds opened new Schwab International Small-Cap Equity ETF positions in Q4 2021 and 35 closed out, a net change of +40 holders.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q4 2021 was Charles Schwab Investment Advisory, an estimated $33.6M added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q4 2021 was Jane Street, an estimated $9.21M sold.

Based on aggregated 13F filings for Q4 2021.