We are live on ! Find out more
SCHC icon

Schwab International Small-Cap Equity ETF

392 hedge funds and large institutions have $1.61B invested in Schwab International Small-Cap Equity ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 139 increasing their positions, 152 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 23

2% more funds holding

Funds holding: 383392 (+9)

9% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 152

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

37.29% less ownership

Funds ownership: 74.75%37.46% (-37%)

47% less capital invested

Capital invested by funds: $3.04B → $1.61B (-$1.43B)

Holders
392
Holders Change
+9
Holders Change %
+2.35%
% of All Funds
5.63%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.14%
New
34
Increased
139
Reduced
152
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIR
301
Clear Investment Research
Georgia
$51.9K
JWA
302
JFS Wealth Advisors
Pennsylvania
$50.6K +$6.52K +177 +16%
ST
303
Smithfield Trust
Pennsylvania
$47K
SIC
304
SJS Investment Consulting
Ohio
$45.3K -$1.18K -32 -3%
PS
305
Principal Securities
Iowa
$44.5K
GWM
306
Geneos Wealth Management
Colorado
$44.2K +$20.5K +557 +95%
CPA
307
Cardiff Park Advisors
California
$43.2K
SSB
308
Sandy Spring Bank
Maryland
$41.3K +$2.32K +63 +6%
NP
309
NorthRock Partners
Minnesota
$40.9K
CPA
310
Clear Point Advisors
New York
$40.4K +$37 +1 +0.1%
CAM
311
Creekmur Asset Management
Illinois
$40.3K +$110 +3 +0.3%
HNB
312
Huntington National Bank
Ohio
$39.6K
FCT
313
First Community Trust
Iowa
$38.5K
MCA
314
Maryland Capital Advisors
Maryland
$37.5K
MA
315
MCF Advisors
Kentucky
$35.4K -$14.7K -400 -30%
HGERS
316
Householder Group Estate & Retirement Specialist
Arizona
$32K +$37 +1 +0.1%
FWP
317
FAS Wealth Partners
Kansas
$31.3K +$27.5K +746 +1,130%
PP
318
Pacifica Partners
Canada
$30.8K -$3.68K -100 -11%
JFGIW
319
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$30.4K +$12.9K +350 +80%
Citigroup
320
Citigroup
New York
$30.1K -$21.2K -577 -42%
HI
321
Harbour Investments
Wisconsin
$29.4K +$10.2K +277 +57%
PMFA
322
Plante Moran Financial Advisors
Michigan
$28.6K
EWA
323
EverSource Wealth Advisors
Alabama
$28.1K
HBW
324
Hazlett, Burt & Watson
West Virginia
$22K +$405 +11 +2%
CIA
325
Cape Investment Advisory
Georgia
$19.2K +$37 +1 +0.2%

SCHC Hedge Fund Activity: Q3 2024 in Review

392 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q3 2024, worth a combined $1.61B — down 47% from $3.04B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new SCHC positions and 23 closed out — a net gain of 11 holders — while 139 added to existing stakes and 152 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $8.85M. The largest seller was Charles Schwab, exiting entirely with an estimated $1.41B sold.

  • 392 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q3 2024, up from 383 in Q2 2024.
  • Funds reported $1.61B of Schwab International Small-Cap Equity ETF stock for Q3 2024, down 47% quarter-over-quarter.
  • 34 funds opened new Schwab International Small-Cap Equity ETF positions in Q3 2024 and 23 closed out, a net change of +11 holders.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q3 2024 was PNC Financial Services Group, an estimated $8.85M added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q3 2024 was Charles Schwab, an estimated $1.41B sold.

Based on aggregated 13F filings for Q3 2024.