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Schwab International Small-Cap Equity ETF
SCHC

Overview Fund Activity

390 hedge funds and large institutions have $3.06B invested in Schwab International Small-Cap Equity ETF in 2023 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 143 increasing their positions, 127 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
390
Holders Change
+29
Holders Change %
+8.03%
% of All Funds
5.72%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.22%
New
60
Increased
143
Reduced
127
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$84.9M
2
NYLIM
2
New York Life Investment Management
New York
$29.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$27.6M
4
SAG
4
SageView Advisory Group
California
$55.3M
5
Citadel Advisors
5
Citadel Advisors
Florida
$13.7M

Top Sellers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$51.7M
2
HSA
2
HBK Sorce Advisory
Pennsylvania
$2.88M
3
CAI
3
Capital Advisors Inc
Oklahoma
$37.3M
4
JFGLC
4
Johnson Financial Group LLC (Colorado)
Colorado
$30.3M
5
UCFA
5
United Capital Financial Advisors
Texas
$1.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
251
NWAM LLC
Washington
$254K +$18.7K +535 +8%
Truist Financial
252
Truist Financial
North Carolina
$254K -$116K -3,315 -31%
IWA
253
IVC Wealth Advisors
Pennsylvania
$251K -$65.3K -1,871 -21%
HWA
254
HHM Wealth Advisors
Tennessee
$243K +$1.43K +41 +0.6%
PA
255
Procyon Advisors
Connecticut
$241K -$376K -10,774 -61%
OWP
256
Obermeyer Wealth Partners
Colorado
$241K – – –
SWA
257
Sax Wealth Advisors
New Jersey
$237K -$105 -3 -0%
OA
258
Operose Advisors
Wisconsin
$237K -$4.71K -135 -2%
2L
259
25 LLC
Missouri
$236K +$236K +6,778 New
MWAM
260
Manhattan West Asset Management
California
$233K -$170K -4,876 -42%
WLIM
261
White Lighthouse Investment Management
Massachusetts
$230K +$5.93K +170 +3%
ADL
262
Asset Dedication LLC
California
$229K -$31.7K -907 -12%
GCA
263
Gradient Capital Advisors
California
$228K -$50.7K -1,452 -18%
MW
264
MBL Wealth
North Carolina
$227K -$6.98K -200 -3%
BCA
265
Ballentine Capital Advisors
South Carolina
$216K +$216K +6,388 New
AFG
266
Atomi Financial Group
New York
$216K +$216K +6,184 New
GAM
267
Garrison Asset Management
Arkansas
$212K +$212K +6,082 New
WBCM
268
Wilson & Boucher Capital Management
California
$209K +$209K +6,000 New
SM
269
Sensible Money
Arizona
$209K -$31.3K -898 -13%
FFA
270
Farther Finance Advisors
California
$206K +$136K +3,908 +196%
Comerica Bank
271
Comerica Bank
Texas
$200K +$35.6K +1,020 +22%
PA
272
Parallel Advisors
California
$175K +$872 +25 +0.5%
RCM
273
Richardson Capital Management
Wisconsin
$147K +$147K +4,212 New
CFD
274
Creative Financial Designs
Indiana
$141K +$3.73K +107 +3%
NOI
275
Newton One Investments
Delaware
$128K +$3.28K +94 +3%
9 10
11
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