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Schwab International Small-Cap Equity ETF

421 hedge funds and large institutions have $1.99B invested in Schwab International Small-Cap Equity ETF in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 166 increasing their positions, 117 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 30

42% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 117

24% more capital invested

Capital invested by funds: $1.61B → $1.99B (+$380M)

7% more funds holding

Funds holding: 392421 (+29)

1.26% more ownership

Funds ownership: 37.46%38.72% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

Holders
421
Holders Change
+29
Holders Change %
+7.4%
% of All Funds
5.55%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
67
Increased
166
Reduced
117
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWA
251
Geometric Wealth Advisors
District of Columbia
$332K +$16.9K +464 +5%
OSAM
252
O'Shaughnessy Asset Management
Connecticut
$330K
MA
253
Mutual Advisors
Nebraska
$329K +$146 +4 +0%
MML Investors Services
254
MML Investors Services
Massachusetts
$328K +$24.7K +677 +8%
VCP
255
Vista Capital Partners
Oregon
$316K -$45K -1,235 -12%
JP Morgan Chase
256
JP Morgan Chase
New York
$316K +$9.47K +260 +3%
KCM
257
Kathmere Capital Management
Pennsylvania
$302K
IWA
258
IVC Wealth Advisors
Pennsylvania
$300K +$75.1K +2,062 +31%
AWM
259
AE Wealth Management
Kansas
$297K -$23.8K -653 -7%
SWM
260
Seaside Wealth Management
California
$293K -$13.5K -370 -4%
ASN
261
Advisory Services Network
Georgia
$287K +$15K +412 +5%
Empower Advisory Group
262
Empower Advisory Group
Colorado
$285K +$30.6K +841 +11%
LA
263
Lifeworks Advisors
Michigan
$285K +$44.2K +1,213 +17%
BB
264
Busey Bank
Illinois
$285K
JCM
265
Janney Capital Management
Pennsylvania
$284K +$302K +8,284 New
IPWA
266
International Private Wealth Advisors
California
$266K +$54.3K +1,490 +24%
MWM
267
Merriman Wealth Management
Washington
$265K +$5.25K +144 +2%
AOWM
268
Alpha Omega Wealth Management
Virginia
$264K -$62.3K -1,711 -18%
TP
269
Tranquility Partners
Tennessee
$259K +$6.89K +189 +3%
AV
270
Aspiring Ventures
Ohio
$256K +$271K +7,432 New
UFA
271
Uptown Financial Advisors
Texas
$253K +$268K +7,356 New
PWM
272
Parkshore Wealth Management
California
$240K +$254K +6,978 New
HWA
273
HHM Wealth Advisors
Tennessee
$239K
OWP
274
Obermeyer Wealth Partners
Colorado
$237K
WLIM
275
White Lighthouse Investment Management
Massachusetts
$235K +$8.09K +222 +3%

SCHC Hedge Fund Activity: Q4 2024 in Review

421 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q4 2024, worth a combined $1.99B — up 24% from $1.61B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new SCHC positions and 30 closed out — a net gain of 37 holders — while 166 added to existing stakes and 117 trimmed.

The largest buyer was BlackRock, adding an estimated $32.1M. The largest seller was Savant Capital, cutting an estimated $12M.

  • 421 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q4 2024, up from 392 in Q3 2024.
  • Funds reported $1.99B of Schwab International Small-Cap Equity ETF stock for Q4 2024, up 24% quarter-over-quarter.
  • 67 funds opened new Schwab International Small-Cap Equity ETF positions in Q4 2024 and 30 closed out, a net change of +37 holders.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q4 2024 was BlackRock, an estimated $32.1M added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q4 2024 was Savant Capital, an estimated $12M sold.

Based on aggregated 13F filings for Q4 2024.