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Schwab International Small-Cap Equity ETF

367 hedge funds and large institutions have $2.87B invested in Schwab International Small-Cap Equity ETF in 2021 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 168 increasing their positions, 68 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 68

114% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 35

11% more funds holding

Funds holding: 330367 (+37)

1.3% more ownership

Funds ownership: 73.99%75.29% (+1.3%)

5% more capital invested

Capital invested by funds: $2.75B → $2.87B (+$125M)

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

Holders
367
Holders Change
+37
Holders Change %
+11.21%
% of All Funds
5.65%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.31%
New
75
Increased
168
Reduced
68
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
276
Anchor Investment Management
South Carolina
$55.7K
CSWM
277
Cassady Schiller Wealth Management
Ohio
$54K +$55.5K +1,330 New
FCT
278
First Community Trust
Iowa
$53.2K +$54.2K +1,300 New
PO
279
Private Ocean
California
$51K
SIC
280
SJS Investment Consulting
Ohio
$49K +$50K +1,200 New
Bessemer Group
281
Bessemer Group
New Jersey
$48K +$31.7K +760 +185%
AF
282
Advisornet Financial
Minnesota
$45K +$45.1K +1,082 +10,820%
JWA
283
JFS Wealth Advisors
Pennsylvania
$44K +$1.13K +27 +3%
LFG
284
Larson Financial Group
Missouri
$42K +$584 +14 +1%
PAI
285
Pittenger & Anderson Inc
Nebraska
$39K -$9.38K -225 -19%
EVM
286
Eaton Vance Management
Massachusetts
$38K -$3.92K -94 -9%
TWM
287
Tradition Wealth Management
Minnesota
$38K +$4.92K +118 +15%
MFM
288
MD Financial Management
Ontario, Canada
$38K +$39K +936 New
GWS
289
Glassman Wealth Services
Virginia
$32K +$19.9K +477 +151%
RPCONE
290
Retirement Planning Company of New England
Rhode Island
$31K +$31.9K +766 New
KTC
291
Kistler-Tiffany Companies
Pennsylvania
$28K
MA
292
MUFG Americas
New York
$27K -$15.9K -381 -36%
OSAM
293
O'Shaughnessy Asset Management
Connecticut
$26K -$626 -15 -2%
SWM
294
Spire Wealth Management
Virginia
$25K +$5.3K +127 +27%
HCP
295
Hexagon Capital Partners
Arkansas
$22K -$917 -22 -4%
PFBT
296
Parkside Financial Bank & Trust
Missouri
$21K +$375 +9 +2%
PGAM
297
Princeton Global Asset Management
New Jersey
$20K -$5.25K -126 -20%
JHCP
298
Jackson Hole Capital Partners
Oklahoma
$19K
SWM
299
Sugarloaf Wealth Management
Georgia
$19K
CFD
300
Creative Financial Designs
Indiana
$17K +$14.2K +341 +432%

SCHC Hedge Fund Activity: Q4 2021 in Review

367 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q4 2021, worth a combined $2.87B — up 4.6% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new SCHC positions and 35 closed out — a net gain of 40 holders — while 168 added to existing stakes and 68 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $33.6M. The largest seller was Jane Street, exiting entirely with an estimated $9.21M sold.

  • 367 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q4 2021, up from 330 in Q3 2021.
  • Funds reported $2.87B of Schwab International Small-Cap Equity ETF stock for Q4 2021, up 4.6% quarter-over-quarter.
  • 75 funds opened new Schwab International Small-Cap Equity ETF positions in Q4 2021 and 35 closed out, a net change of +40 holders.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q4 2021 was Charles Schwab Investment Advisory, an estimated $33.6M added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q4 2021 was Jane Street, an estimated $9.21M sold.

Based on aggregated 13F filings for Q4 2021.