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Schwab International Small-Cap Equity ETF

383 hedge funds and large institutions have $3.04B invested in Schwab International Small-Cap Equity ETF in 2024 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 124 increasing their positions, 147 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

0.91% more ownership

Funds ownership: 73.84%74.75% (+0.91%)

0% less capital invested

Capital invested by funds: $3.04B → $3.04B (-$1.16M)

8% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 40

2% less funds holding

Funds holding: 390383 (-7)

16% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 147

Holders
383
Holders Change
-7
Holders Change %
-1.79%
% of All Funds
5.53%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
37
Increased
124
Reduced
147
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFA
276
McClarren Financial Advisors
Pennsylvania
$99K -$96.8K -2,716 -97%
BCWM
277
Bartlett & Co Wealth Management
Ohio
$92.4K -$2.14K -60 -2%
DSC
278
Duncker Streett & Co
Missouri
$90.5K
SPIA
279
Steward Partners Investment Advisory
New York
$86K -$9.02K -253 -9%
VCM
280
Versant Capital Management
Arizona
$84.1K +$31.2K +876 +59%
RCM
281
Raleigh Capital Management
North Carolina
$83.6K +$20.1K +563 +31%
SAM
282
Smartleaf Asset Management
Massachusetts
$81.8K -$62.9K -1,764 -43%
RIA
283
Realta Investment Advisors
Delaware
$78.3K
CFO
284
CVA Family Office
Colorado
$75.5K -$916K -25,701 -92%
William Blair & Company
285
William Blair & Company
Illinois
$73.8K +$15.5K +434 +26%
FRA
286
Front Row Advisors
California
$72.4K
JHCP
287
Jackson Hole Capital Partners
Oklahoma
$71.5K
AIM
288
Access Investment Management
Georgia
$71.2K
PA
289
Parallel Advisors
California
$55.4K -$356 -10 -0.6%
AIM
290
Anchor Investment Management
South Carolina
$52.1K +$891 +25 +2%
GRP
291
Global Retirement Partners
California
$50.6K +$36 +1 +0.1%
Citigroup
292
Citigroup
New York
$48.3K -$60.8K -1,706 -56%
CIR
293
Clear Investment Research
Georgia
$48K
AWM
294
Abound Wealth Management
Tennessee
$47.7K
MA
295
MCF Advisors
Kentucky
$47K
ST
296
Smithfield Trust
Pennsylvania
$44K
SIC
297
SJS Investment Consulting
Ohio
$43K +$1.14K +32 +3%
AFWM
298
Abich Financial Wealth Management
Virginia
$42.4K
CSWG
299
Cardinal Strategic Wealth Guidance
Kentucky
$42.2K +$42.3K +1,187 New
PS
300
Principal Securities
Iowa
$41.1K

SCHC Hedge Fund Activity: Q2 2024 in Review

383 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q2 2024, worth a combined $3.04B — down 0.04% from $3.04B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of SCHC and 37 opened new positions — a net loss of 3 holders — while 147 trimmed existing stakes and 124 added.

The largest buyer was Charles Schwab, adding an estimated $1.38B. The largest seller was New York Life Investment Management, exiting entirely with an estimated $55M sold.

  • 383 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q2 2024, down from 390 in Q1 2024.
  • Funds reported $3.04B of Schwab International Small-Cap Equity ETF stock for Q2 2024, down 0.04% quarter-over-quarter.
  • 37 funds opened new Schwab International Small-Cap Equity ETF positions in Q2 2024 and 40 closed out, a net change of -3 holders.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q2 2024 was Charles Schwab, an estimated $1.38B added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q2 2024 was New York Life Investment Management, an estimated $55M sold.

Based on aggregated 13F filings for Q2 2024.