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Schwab International Small-Cap Equity ETF
SCHC

Overview Fund Activity

326 hedge funds and large institutions have $2.27B invested in Schwab International Small-Cap Equity ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 126 increasing their positions, 98 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
-29
Holders Change %
-8.17%
% of All Funds
5.64%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.22%
New
24
Increased
126
Reduced
98
Closed
51
Calls
–
Puts
$230K
Net Calls
-$230K
Net Calls Change
-$230K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.01B
2
Jane Street
2
Jane Street
New York
$56.6M
3
SWM
3
Southern Wealth Management
Texas
$19M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$69.8M
5
BHWM
5
Beaird Harris Wealth Management
Texas
$3.85M

Top Sellers

1
TF
1
TIAA FSB
Florida
$75.3M
2
SFA
2
Sequoia Financial Advisors
Ohio
$1.05M
3
JFGLC
3
Johnson Financial Group LLC (Colorado)
Colorado
$16.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$44.1M
5
JWM
5
JFG Wealth Management
Colorado
$2.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
251
Whittier Trust
California
$35K – – –
WAM
252
Worth Asset Management
Texas
$34K -$17.3K -616 -34%
BTI
253
Blue Trust Inc
Georgia
$33K +$19.4K +626 +142%
JWA
254
JFS Wealth Advisors
Pennsylvania
$30K – – –
PO
255
Private Ocean
California
$29K – – –
GWM
256
Guardian Wealth Management
Illinois
$26K – – –
MA
257
MUFG Americas
New York
$26K +$7.08K +250 +37%
TWM
258
Tradition Wealth Management
Minnesota
$22K – – –
CFD
259
Creative Financial Designs
Indiana
$21K +$464 +17 +2%
WFA
260
Wipfli Financial Advisors
Wisconsin
$19K +$19K +675 New
OSAM
261
O'Shaughnessy Asset Management
Connecticut
$17K -$946 -34 -5%
PFBT
262
Parkside Financial Bank & Trust
Missouri
$17K +$2.37K +84 +16%
GRP
263
Global Retirement Partners
California
$16K -$302 -10 -2%
LFA
264
Level Financial Advisors
New York
$15K -$23.5K -844 -61%
PGAM
265
Princeton Global Asset Management
New Jersey
$14K – – –
TFM
266
TFC Financial Management
Massachusetts
$13K – – –
CA
267
Clearstead Advisors
Ohio
$13K – – –
TFGT
268
TS Financial Group (TSFG)
Illinois
$12K +$54 +2 +0.5%
BWA
269
BDO Wealth Advisors
Florida
$11K +$8.13K +283 +283%
APA
270
American Portfolios Advisors
New York
$10.9K – – –
AC
271
AlphaCore Capital
California
$10K -$4.29K -162 -30%
Rockefeller Capital Management
272
Rockefeller Capital Management
New York
$10K – – –
WFA
273
WestHill Financial Advisors
California
$9K – – –
GWANC
274
Guardian Wealth Advisors (North Carolina)
North Carolina
$9K – – –
BCMLT
275
Beacon Capital Management LLC (Tennessee)
Tennessee
$9K – – –
9 10
11
12 13