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Schwab International Small-Cap Equity ETF

279 hedge funds and large institutions have $1.77B invested in Schwab International Small-Cap Equity ETF in 2019 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 110 increasing their positions, 67 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 29

64% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 67

15% more capital invested

Capital invested by funds: $1.53B → $1.77B (+$235M)

12% more funds holding

Funds holding: 250279 (+29)

1.53% more ownership

Funds ownership: 68.64%70.17% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

Holders
279
Holders Change
+29
Holders Change %
+11.6%
% of All Funds
5.5%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
59
Increased
110
Reduced
67
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCI
276
Brinker Capital Investments
Pennsylvania
-$3.34M -105,000 Closed
NL
277
NKCFO LLC
Illinois
-$1.11M -35,000 Closed
Mariner
278
Mariner
Kansas
-$655K -20,610 Closed
MIAN
279
Mariner Independent Advisor Network
Kansas
-$596K -18,824 Closed
PWM
280
PRW Wealth Management
Massachusetts
-$377K -11,858 Closed
DI
281
Diligent Investors
California
-$341K -10,717 Closed
EC
282
Estate Counselors
Wisconsin
-$335K -10,540 Closed
FMC
283
First Merchants Corp
Indiana
-$324K -10,200 Closed
FBB
284
Fulton Breakefield Broenniman
Maryland
-$221K -6,964 Closed
SCA
285
Stokes Capital Advisors
South Carolina
-$214K -6,744 Closed
JIC
286
Johnson Investment Counsel
Ohio
-$214K -6,716 Closed
ST
287
Smithfield Trust
Pennsylvania
-$96K -3,032 Closed
NCM
288
Next Capital Management
New York
-$64K -2,027 Closed
FA
289
Financial Advantage
Maryland
-$45K -1,442 Closed
BC
290
Barnett & Company
Tennessee
-$28K -870 Closed
AIC
291
Ameritas Investment Company
Nebraska
-$21K -648 Closed
LFG
292
LifePlan Financial Group
Ohio
-$17K -519 Closed
LWCFA
293
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$13K -396 Closed
TAIM
294
TD Ameritrade Investment Management
Nebraska
-$8K -254 Closed
MWP
295
MYCIO Wealth Partners
Pennsylvania
-$6K -203 Closed
OIA
296
Optimum Investment Advisors
Illinois
-$5K -165 Closed
SWP
297
Strategic Wealth Partners
Ohio
-$3.31K -121 Closed
DP
298
Denver PWM
Colorado
-$2.45K -77 Closed
WCM
299
Whitener Capital Management
North Carolina
-$1K -37 Closed
CWM
300
Cedar Wealth Management
California
+$100 +3 +75%

SCHC Hedge Fund Activity: Q4 2019 in Review

279 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q4 2019, worth a combined $1.77B — up 15% from $1.53B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new SCHC positions and 29 closed out — a net gain of 30 holders — while 110 added to existing stakes and 67 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $38.4M. The largest seller was Franklin Resources, exiting entirely with an estimated $6.58M sold.

  • 279 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q4 2019, up from 250 in Q3 2019.
  • Funds reported $1.77B of Schwab International Small-Cap Equity ETF stock for Q4 2019, up 15% quarter-over-quarter.
  • 59 funds opened new Schwab International Small-Cap Equity ETF positions in Q4 2019 and 29 closed out, a net change of +30 holders.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q4 2019 was Charles Schwab Investment Advisory, an estimated $38.4M added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q4 2019 was Franklin Resources, an estimated $6.58M sold.

Based on aggregated 13F filings for Q4 2019.