We are live on ! Find out more
SCHC icon

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
GWMI
301
Guardian Wealth Management (Illinois)
Illinois
$19K -$4.43K -131 -19%
PFBT
302
Parkside Financial Bank & Trust
Missouri
$18K +$304 +9 +2%
WWP
303
WR Wealth Planners
Missouri
$16.9K +$16.9K +500 New
SIM
304
Studio Investment Management
Illinois
$16.3K
TFM
305
TFC Financial Management
Massachusetts
$16.2K
MRCM
306
M&R Capital Management
New Jersey
$15.5K +$15.5K +458 New
TFGT
307
TS Financial Group (TSFG)
Illinois
$15K +$68 +2 +0.4%
CA
308
Clearstead Advisors
Ohio
$14.6K +$7.95K +235 +120%
AC
309
AlphaCore Capital
California
$13.1K +$271 +8 +2%
OSAM
310
O'Shaughnessy Asset Management
Connecticut
$12.4K +$304 +9 +3%
ACA
311
Aptus Capital Advisors
Alabama
$11.5K
GWANC
312
Guardian Wealth Advisors (North Carolina)
North Carolina
$11.5K
SF
313
Safeguard Financial
Wisconsin
$11K +$11.6K +343 New
Citigroup
314
Citigroup
New York
$10.9K +$4.87K +144 +80%
CSWM
315
Cassady Schiller Wealth Management
Ohio
$10.6K -$34.4K -1,016 -76%
BCMLT
316
Beacon Capital Management LLC (Tennessee)
Tennessee
$10.2K
BWA
317
BDO Wealth Advisors
Florida
$9.35K +$34 +1 +0.4%
GFPC
318
Global Financial Private Client
Florida
$9.3K
PGAM
319
Princeton Global Asset Management
New Jersey
$8.31K +$34 +1 +0.4%
SPIA
320
Steward Partners Investment Advisory
New York
$8.24K -$6.49K -192 -44%
IRC
321
Investors Research Corp
Georgia
$8.17K
WFA
322
WestHill Financial Advisors
California
$7.67K
WOSD
323
WFA of San Diego
California
$7.59K +$7.61K +225 New
LFA
324
Level Financial Advisors
New York
$7.45K -$1.79K -53 -19%
GWS
325
Glassman Wealth Services
Virginia
$6.89K

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.