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Schwab International Small-Cap Equity ETF

392 hedge funds and large institutions have $1.61B invested in Schwab International Small-Cap Equity ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 139 increasing their positions, 152 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 23

2% more funds holding

Funds holding: 383392 (+9)

9% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 152

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

37.29% less ownership

Funds ownership: 74.75%37.46% (-37%)

47% less capital invested

Capital invested by funds: $3.04B → $1.61B (-$1.43B)

Holders
392
Holders Change
+9
Holders Change %
+2.35%
% of All Funds
5.63%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.14%
New
34
Increased
139
Reduced
152
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LA
251
Lifeworks Advisors
Michigan
$273K +$261K +7,088 New
EWA
252
EP Wealth Advisors
California
$272K +$260K +7,058 New
TC
253
TownSquare Capital
Utah
$270K +$147 +4 +0.1%
HWA
254
HHM Wealth Advisors
Tennessee
$269K
OWP
255
Obermeyer Wealth Partners
Colorado
$266K
KAS
256
Kestra Advisory Services
Texas
$264K -$33.2K -902 -12%
SWA
257
Sax Wealth Advisors
New Jersey
$262K +$250K +6,800 New
IWA
258
IVC Wealth Advisors
Pennsylvania
$258K -$35.9K -976 -13%
WLIM
259
White Lighthouse Investment Management
Massachusetts
$255K +$736 +20 +0.3%
MW
260
MBL Wealth
North Carolina
$250K
AA
261
Alesco Advisors
New York
$247K -$97.1K -2,636 -29%
BDF
262
Black Diamond Financial
Maryland
$243K -$54.9K -1,490 -19%
VBFG
263
Vishria Bird Financial Group
Tennessee
$243K +$232K +6,302 New
IPWA
264
International Private Wealth Advisors
California
$241K +$231K +6,262 New
GAM
265
Garrison Asset Management
Arkansas
$230K +$3.72K +101 +2%
HIP
266
HUB Investment Partners
Texas
$228K -$88.5K -2,403 -29%
ADL
267
Asset Dedication LLC
California
$222K -$28.9K -785 -12%
BOPW
268
Brandywine Oak Private Wealth
Pennsylvania
$217K
AFG
269
Atomi Financial Group
New York
$215K -$7.95K -216 -4%
AWE
270
Avidian Wealth Enterprises
Texas
$207K +$198K +5,381 New
SM
271
Sensible Money
Arizona
$206K -$26.8K -728 -12%
MW
272
Maia Wealth
Colorado
$206K -$37K -1,004 -15%
AI
273
Accredited Investors
Minnesota
$204K +$195K +5,299 New
CIBC Private Wealth Group
274
CIBC Private Wealth Group
Georgia
$197K -$184 -5 -0.1%
ACA
275
Aptus Capital Advisors
Alabama
$192K +$3.06K +83 +2%

SCHC Hedge Fund Activity: Q3 2024 in Review

392 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q3 2024, worth a combined $1.61B — down 47% from $3.04B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new SCHC positions and 23 closed out — a net gain of 11 holders — while 139 added to existing stakes and 152 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $8.85M. The largest seller was Charles Schwab, exiting entirely with an estimated $1.41B sold.

  • 392 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q3 2024, up from 383 in Q2 2024.
  • Funds reported $1.61B of Schwab International Small-Cap Equity ETF stock for Q3 2024, down 47% quarter-over-quarter.
  • 34 funds opened new Schwab International Small-Cap Equity ETF positions in Q3 2024 and 23 closed out, a net change of +11 holders.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q3 2024 was PNC Financial Services Group, an estimated $8.85M added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q3 2024 was Charles Schwab, an estimated $1.41B sold.

Based on aggregated 13F filings for Q3 2024.