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Schwab International Small-Cap Equity ETF

390 hedge funds and large institutions have $3.04B invested in Schwab International Small-Cap Equity ETF in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 121 increasing their positions, 157 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 35

0% less funds holding

Funds holding: 391390 (-1)

1% less capital invested

Capital invested by funds: $3.07B → $3.04B (-$33.5M)

5.71% less ownership

Funds ownership: 79.55%73.84% (-5.7%)

23% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 157

27% less funds holding in top 10

Funds holding in top 10: 1511 (-4)

Holders
390
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
5.62%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.16%
New
35
Increased
121
Reduced
157
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
276
IFP Advisors
Florida
$148K +$81.3K +2,364 +133%
SAM
277
Smartleaf Asset Management
Massachusetts
$146K +$67.4K +1,959 +93%
CIBC Private Wealth Group
278
CIBC Private Wealth Group
Georgia
$138K +$133K +3,857 New
CA
279
Clearstead Advisors
Ohio
$133K +$80.5K +2,342 +173%
NOI
280
Newton One Investments
Delaware
$131K
ACA
281
Aptus Capital Advisors
Alabama
$128K +$112K +3,245 +952%
EWA
282
EP Wealth Advisors
California
$126K +$121K +3,513 New
CT
283
Clearstead Trust
Maine
$111K
IPW
284
Impact Partnership Wealth
Georgia
$110K
Citigroup
285
Citigroup
New York
$110K +$43K +1,249 +69%
MFA
286
McClarren Financial Advisors
Pennsylvania
$100K +$34 +1 +0%
SPIA
287
Steward Partners Investment Advisory
New York
$95.6K +$82.5K +2,399 +882%
BCWM
288
Bartlett & Co Wealth Management
Ohio
$94.9K
DSC
289
Duncker Streett & Co
Missouri
$91.1K
RIA
290
Realta Investment Advisors
Delaware
$78.8K +$75.7K +2,201 New
Qube Research & Technologies (QRT)
291
Qube Research & Technologies (QRT)
United Kingdom
$78.8K +$75.7K +2,200 New
FRA
292
Front Row Advisors
California
$72.7K +$1.93K +56 +3%
JHCP
293
Jackson Hole Capital Partners
Oklahoma
$72K
AIM
294
Access Investment Management
Georgia
$71.6K
LFG
295
Larson Financial Group
Missouri
$68.9K
RCM
296
Raleigh Capital Management
North Carolina
$64K +$61.5K +1,788 New
William Blair & Company
297
William Blair & Company
Illinois
$58.7K -$34 -1 -0.1%
PA
298
Parallel Advisors
California
$56.1K -$119K -3,457 -69%
VCM
299
Versant Capital Management
Arizona
$53.3K -$5.85K -170 -10%
AIM
300
Anchor Investment Management
South Carolina
$51.6K

SCHC Hedge Fund Activity: Q1 2024 in Review

390 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q1 2024, worth a combined $3.04B — down 1.1% from $3.07B a quarter earlier.

Fund positioning in SCHC was balanced in Q1 2024: 35 funds opened new positions, 35 closed out, 121 added to existing stakes and 157 trimmed.

The largest buyer was State Street, opening a new position worth an estimated $56.6M. The largest seller was Cerity Partners, cutting an estimated $116M.

  • 390 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q1 2024, down from 391 in Q4 2023.
  • Funds reported $3.04B of Schwab International Small-Cap Equity ETF stock for Q1 2024, down 1.1% quarter-over-quarter.
  • 35 funds opened new Schwab International Small-Cap Equity ETF positions in Q1 2024 and 35 closed out, a net change of 0 holders.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q1 2024 was State Street, an estimated $56.6M added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q1 2024 was Cerity Partners, an estimated $116M sold.

Based on aggregated 13F filings for Q1 2024.