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Schwab International Small-Cap Equity ETF

304 hedge funds and large institutions have $2.46B invested in Schwab International Small-Cap Equity ETF in 2021 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 111 increasing their positions, 97 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 21

14% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 97

9% more capital invested

Capital invested by funds: $2.25B → $2.46B (+$207M)

5% more funds holding

Funds holding: 289304 (+15)

0.15% more ownership

Funds ownership: 75.3%75.46% (+0.15%)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

Holders
304
Holders Change
+15
Holders Change %
+5.19%
% of All Funds
5.34%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
38
Increased
111
Reduced
97
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
276
Creative Financial Designs
Indiana
$3K
TWA
277
TCI Wealth Advisors
Arizona
$3K
EP
278
Eudaimonia Partners
Tennessee
$3K +$2.96K +76 New
S
279
SignatureFD
Georgia
$3K +$3.24K +83 New
GT
280
Glenmede Trust
Pennsylvania
$3K +$3.31K +85 New
BWL
281
Bogart Wealth LLC
Virginia
$2K -$5.62K -144 -75%
MF
282
Manchester Financial
California
$2K -$585 -15 -23%
BAM
283
Barrett Asset Management
New York
$2K
FWP
284
FAS Wealth Partners
Kansas
$2K
FWM
285
Focused Wealth Management
New York
$2K
NFSG
286
Newbridge Financial Services Group
Florida
$2K
PSIWM
287
Paradigm Strategies in Wealth Management
Minnesota
$2K +$1.56K +40 New
WWM
288
Wolff Wiese Magana
California
$2K +$2.42K +62 New
APW
289
Acima Private Wealth
Virginia
$1K -$468 -12 -31%
CCA
290
Column Capital Advisors
Indiana
$1K -$39 -1 -3%
CAAS
291
Capital Asset Advisory Services
Michigan
$1K
FMP
292
Financial Management Professionals
Texas
$1K
LF
293
Lee Financial
Texas
$1K
POIA
294
Pin Oak Investment Advisors
Texas
$1K +$507 +13 New
DOA
295
D'Orazio & Associates
Virginia
$1K +$741 +19 New
Fifth Third Bancorp
296
Fifth Third Bancorp
Ohio
$1K +$780 +20 New
JP Morgan Chase
297
JP Morgan Chase
New York
$1K +$1.01K +26 New
DWMG
298
DB Wealth Management Group
California
$1K +$1.25K +32 New
BCA
299
Berman Capital Advisors
Georgia
$1K +$1.83K +47 New
KFS
300
Kelly Financial Services
Massachusetts
$206

SCHC Hedge Fund Activity: Q1 2021 in Review

304 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q1 2021, worth a combined $2.46B — up 9.2% from $2.25B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SCHC positions and 21 closed out — a net gain of 17 holders — while 111 added to existing stakes and 97 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $47.3M. The largest seller was Tradewinds Capital Management, cutting an estimated $21.3M.

  • 304 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q1 2021, up from 289 in Q4 2020.
  • Funds reported $2.46B of Schwab International Small-Cap Equity ETF stock for Q1 2021, up 9.2% quarter-over-quarter.
  • 38 funds opened new Schwab International Small-Cap Equity ETF positions in Q1 2021 and 21 closed out, a net change of +17 holders.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q1 2021 was Charles Schwab Investment Advisory, an estimated $47.3M added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q1 2021 was Tradewinds Capital Management, an estimated $21.3M sold.

Based on aggregated 13F filings for Q1 2021.