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Schwab International Small-Cap Equity ETF

371 hedge funds and large institutions have $2.83B invested in Schwab International Small-Cap Equity ETF in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 140 increasing their positions, 129 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

9% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 129

3% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 31

1% more capital invested

Capital invested by funds: $2.79B → $2.83B (+$32M)

0.16% more ownership

Funds ownership: 75.42%75.58% (+0.16%)

1% less funds holding

Funds holding: 373371 (-2)

Holders
371
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
5.83%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.25%
New
32
Increased
140
Reduced
129
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
276
Larson Financial Group
Missouri
$64.4K -$9.3K -275 -13%
DI
277
Disciplined Investments
Oklahoma
$63.3K
William Blair & Company
278
William Blair & Company
Illinois
$61.1K -$272K -8,054 -82%
CIR
279
Clear Investment Research
Georgia
$60.5K -$1.73K -51 -3%
VCM
280
Versant Capital Management
Arizona
$55.2K +$135 +4 +0.2%
SSB
281
Sandy Spring Bank
Maryland
$54.3K +$12.3K +363 +29%
SIC
282
SJS Investment Consulting
Ohio
$53.9K -$169 -5 -0.3%
GRP
283
Global Retirement Partners
California
$53.4K
Franklin Resources
284
Franklin Resources
California
$51.2K
S
285
SignatureFD
Georgia
$50.4K +$50K +1,478 +10,557%
AIM
286
Anchor Investment Management
South Carolina
$48.6K
FCT
287
First Community Trust
Iowa
$43.9K
WAM
288
Worth Asset Management
Texas
$41K
IPW
289
Impact Partnership Wealth
Georgia
$40.3K +$40.3K +1,193 New
AP
290
Arlington Partners
Alabama
$38K +$38K +1,125 New
TAM
291
Townsend Asset Management
North Carolina
$37.9K
JWA
292
JFS Wealth Advisors
Pennsylvania
$37.4K +$169 +5 +0.5%
PP
293
Pacifica Partners
Canada
$37K
MA
294
MCF Advisors
Kentucky
$34.4K
MCA
295
Maryland Capital Advisors
Maryland
$32.8K -$237 -7 -0.7%
1832 Asset Management
296
1832 Asset Management
Ontario, Canada
$31.6K
CIA
297
Cape Investment Advisory
Georgia
$26.3K +$5.04K +149 +24%
TWM
298
Tradition Wealth Management
Minnesota
$24K -$3.55K -105 -13%
EWP
299
Elevation Wealth Partners
California
$23.2K
BAAM
300
Baker Avenue Asset Management
California
$22.1K +$22.1K +653 New

SCHC Hedge Fund Activity: Q2 2023 in Review

371 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q2 2023, worth a combined $2.83B — up 1.1% from $2.79B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SCHC positions and 31 closed out — a net gain of 1 holder — while 140 added to existing stakes and 129 trimmed.

The largest buyer was Jane Street, adding an estimated $80.8M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $74.8M.

  • 371 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q2 2023, down from 373 in Q1 2023.
  • Funds reported $2.83B of Schwab International Small-Cap Equity ETF stock for Q2 2023, up 1.1% quarter-over-quarter.
  • 32 funds opened new Schwab International Small-Cap Equity ETF positions in Q2 2023 and 31 closed out, a net change of +1 holder.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q2 2023 was Jane Street, an estimated $80.8M added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q2 2023 was Wealth Enhancement Advisory Services, an estimated $74.8M sold.

Based on aggregated 13F filings for Q2 2023.