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Schwab International Small-Cap Equity ETF

367 hedge funds and large institutions have $2.87B invested in Schwab International Small-Cap Equity ETF in 2021 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 168 increasing their positions, 68 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 68

114% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 35

11% more funds holding

Funds holding: 330367 (+37)

1.3% more ownership

Funds ownership: 73.99%75.29% (+1.3%)

5% more capital invested

Capital invested by funds: $2.75B → $2.87B (+$125M)

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

Holders
367
Holders Change
+37
Holders Change %
+11.21%
% of All Funds
5.65%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.31%
New
75
Increased
168
Reduced
68
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFA
326
Reilly Financial Advisors
California
$5K +$4.92K +118 New
SFM
327
Signet Financial Management
New Jersey
$5K +$5.46K +131 New
BWA
328
BDO Wealth Advisors
Florida
$4K
CMBA
329
C.M. Bidwell & Associates
Hawaii
$4K
KFI
330
Key Financial Inc
Pennsylvania
$4K
CFCI
331
Comprehensive Financial Consultants Institutional
Indiana
$4K +$4.5K +108 New
CA
332
Clearstead Advisors
Ohio
$3K
HIM
333
HawsGoodwin Investment Management
Tennessee
$3K
TWA
334
TCI Wealth Advisors
Arizona
$3K
FWP
335
FAS Wealth Partners
Kansas
$3K +$83 +2 +3%
PFGIA
336
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$83 +2 +3%
S
337
SignatureFD
Georgia
$3K +$2.33K +56 +243%
AC
338
AlphaCore Capital
California
$2K +$42 +1 +2%
RDFA
339
Ritter Daniher Financial Advisory
Ohio
$2K +$1.71K +41 New
TFP
340
Tilia Fiduciary Partners
North Carolina
$2K +$1.83K +44 New
AAP
341
Arax Advisory Partners
Colorado
$2K +$2.42K +58 New
CP
342
Castleview Partners
Texas
$1.7K +$2.91M +69,662 New
BW
343
Bison Wealth
Georgia
$1K -$11.1K -265 -91%
BWM
344
BerganKDV Wealth Management
Minnesota
$1K -$10.5K -252 -95%
DWMG
345
DB Wealth Management Group
California
$1K -$500 -12 -38%
APW
346
Acima Private Wealth
Virginia
$1K
CAAS
347
Capital Asset Advisory Services
Michigan
$1K
FMP
348
Financial Management Professionals
Texas
$1K
FWM
349
Focused Wealth Management
New York
$1K
POIA
350
Pin Oak Investment Advisors
Texas
$1K

SCHC Hedge Fund Activity: Q4 2021 in Review

367 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q4 2021, worth a combined $2.87B — up 4.6% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new SCHC positions and 35 closed out — a net gain of 40 holders — while 168 added to existing stakes and 68 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $33.6M. The largest seller was Jane Street, exiting entirely with an estimated $9.21M sold.

  • 367 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q4 2021, up from 330 in Q3 2021.
  • Funds reported $2.87B of Schwab International Small-Cap Equity ETF stock for Q4 2021, up 4.6% quarter-over-quarter.
  • 75 funds opened new Schwab International Small-Cap Equity ETF positions in Q4 2021 and 35 closed out, a net change of +40 holders.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q4 2021 was Charles Schwab Investment Advisory, an estimated $33.6M added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q4 2021 was Jane Street, an estimated $9.21M sold.

Based on aggregated 13F filings for Q4 2021.