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Schwab International Small-Cap Equity ETF

383 hedge funds and large institutions have $3.04B invested in Schwab International Small-Cap Equity ETF in 2024 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 124 increasing their positions, 147 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

0.91% more ownership

Funds ownership: 73.84%74.75% (+0.91%)

0% less capital invested

Capital invested by funds: $3.04B → $3.04B (-$1.16M)

8% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 40

2% less funds holding

Funds holding: 390383 (-7)

16% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 147

Holders
383
Holders Change
-7
Holders Change %
-1.79%
% of All Funds
5.53%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
37
Increased
124
Reduced
147
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WLIM
251
White Lighthouse Investment Management
Massachusetts
$235K
ADL
252
Asset Dedication LLC
California
$233K
MW
253
MBL Wealth
North Carolina
$231K
BCI
254
Brinker Capital Investments
Pennsylvania
$229K -$12.5K -351 -5%
OPS
255
Orion Portfolio Solutions
Nebraska
$229K -$12.5K -351 -5%
Truist Financial
256
Truist Financial
North Carolina
$224K -$2.53K -71 -1%
SM
257
Sensible Money
Arizona
$216K
MWM
258
Moran Wealth Management
Florida
$211K -$475K -13,333 -69%
GAM
259
Garrison Asset Management
Arkansas
$209K -$4.63K -130 -2%
AFG
260
Atomi Financial Group
New York
$207K +$207K +5,809 New
BCA
261
Ballentine Capital Advisors
South Carolina
$202K -$37.9K -1,062 -16%
BOPW
262
Brandywine Oak Private Wealth
Pennsylvania
$200K
IA
263
IFP Advisors
Florida
$196K +$49K +1,375 +33%
CIBC Private Wealth Group
264
CIBC Private Wealth Group
Georgia
$185K +$44.8K +1,258 +33%
LFG
265
Larson Financial Group
Missouri
$184K +$116K +3,245 +168%
OA
266
Operose Advisors
Wisconsin
$177K
ACA
267
Aptus Capital Advisors
Alabama
$175K +$47K +1,319 +37%
FFA
268
Farther Finance Advisors
California
$172K -$334K -9,372 -66%
CFD
269
Creative Financial Designs
Indiana
$161K +$7.77K +218 +5%
JP Morgan Chase
270
JP Morgan Chase
New York
$151K -$417K -11,688 -73%
RCM
271
Richardson Capital Management
Wisconsin
$150K
Comerica Bank
272
Comerica Bank
Texas
$138K -$56.6K -1,588 -29%
CA
273
Clearstead Advisors
Ohio
$132K +$606 +17 +0.5%
NOI
274
Newton One Investments
Delaware
$130K
CT
275
Clearstead Trust
Maine
$110K

SCHC Hedge Fund Activity: Q2 2024 in Review

383 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q2 2024, worth a combined $3.04B — down 0.04% from $3.04B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of SCHC and 37 opened new positions — a net loss of 3 holders — while 147 trimmed existing stakes and 124 added.

The largest buyer was Charles Schwab, adding an estimated $1.38B. The largest seller was New York Life Investment Management, exiting entirely with an estimated $55M sold.

  • 383 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q2 2024, down from 390 in Q1 2024.
  • Funds reported $3.04B of Schwab International Small-Cap Equity ETF stock for Q2 2024, down 0.04% quarter-over-quarter.
  • 37 funds opened new Schwab International Small-Cap Equity ETF positions in Q2 2024 and 40 closed out, a net change of -3 holders.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q2 2024 was Charles Schwab, an estimated $1.38B added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q2 2024 was New York Life Investment Management, an estimated $55M sold.

Based on aggregated 13F filings for Q2 2024.