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Schwab International Small-Cap Equity ETF

371 hedge funds and large institutions have $2.83B invested in Schwab International Small-Cap Equity ETF in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 140 increasing their positions, 129 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

9% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 129

3% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 31

1% more capital invested

Capital invested by funds: $2.79B → $2.83B (+$32M)

0.16% more ownership

Funds ownership: 75.42%75.58% (+0.16%)

1% less funds holding

Funds holding: 373371 (-2)

Holders
371
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
5.83%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.25%
New
32
Increased
140
Reduced
129
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
251
IFP Advisors
Florida
$207K -$443K -13,106 -68%
VCM
252
Vivaldi Capital Management
Illinois
$206K -$2.94K -87 -1%
Lido Advisors
253
Lido Advisors
California
$205K +$206K +6,085 New
WBCM
254
Wilson & Boucher Capital Management
California
$203K
GAM
255
Garrison Asset Management
Arkansas
$202K +$68 +2 +0%
PA
256
Parallel Advisors
California
$187K +$19.6K +581 +12%
HI
257
Harbour Investments
Wisconsin
$186K +$21.9K +648 +13%
HCP
258
Hexagon Capital Partners
Arkansas
$167K +$54K +1,597 +48%
IWP
259
Icon Wealth Partners
Texas
$138K
NOI
260
Newton One Investments
Delaware
$120K +$609 +18 +0.5%
CPA
261
Cardiff Park Advisors
California
$119K +$372 +11 +0.3%
AWM
262
Aspire Wealth Management
Massachusetts
$114K
CFD
263
Creative Financial Designs
Indiana
$110K +$56.6K +1,675 +107%
CT
264
Clearstead Trust
Maine
$105K +$105K +3,100 New
BC
265
Bartlett & Co
Ohio
$103K -$6.26K -185 -6%
BCWM
266
Bartlett & Co Wealth Management
Ohio
$103K -$6.26K -185 -6%
MFA
267
McClarren Financial Advisors
Pennsylvania
$91K +$91.8K +2,714 New
WP
268
WealthShield Partners
North Carolina
$85.8K -$40.1K -1,186 -32%
DSC
269
Duncker Streett & Co
Missouri
$84.8K +$203 +6 +0.2%
VCM
270
Vigilant Capital Management
Maine
$74K +$74.3K +2,198 New
RIA
271
Realta Investment Advisors
Delaware
$72.4K +$72.5K +2,144 New
WP
272
WealthPLAN Partners
Nebraska
$69.9K +$6.56K +194 +10%
FRA
273
Front Row Advisors
California
$68K +$34 +1 +0%
JHCP
274
Jackson Hole Capital Partners
Oklahoma
$67.9K
HS
275
Horan Securities
United States
$66.9K +$6.19K +183 +10%

SCHC Hedge Fund Activity: Q2 2023 in Review

371 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q2 2023, worth a combined $2.83B — up 1.1% from $2.79B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SCHC positions and 31 closed out — a net gain of 1 holder — while 140 added to existing stakes and 129 trimmed.

The largest buyer was Jane Street, adding an estimated $80.8M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $74.8M.

  • 371 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q2 2023, down from 373 in Q1 2023.
  • Funds reported $2.83B of Schwab International Small-Cap Equity ETF stock for Q2 2023, up 1.1% quarter-over-quarter.
  • 32 funds opened new Schwab International Small-Cap Equity ETF positions in Q2 2023 and 31 closed out, a net change of +1 holder.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q2 2023 was Jane Street, an estimated $80.8M added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q2 2023 was Wealth Enhancement Advisory Services, an estimated $74.8M sold.

Based on aggregated 13F filings for Q2 2023.