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Schwab International Small-Cap Equity ETF
SCHC

371 hedge funds and large institutions have $2.58B invested in Schwab International Small-Cap Equity ETF in 2022 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 150 increasing their positions, 96 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

265% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 20

56% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 96

14% more capital invested

Capital invested by funds: $2.27B → $2.58B (+$313M)

14% more funds holding

Funds holding: 326 → 371 (+45)

8% more funds holding in top 10

Funds holding in top 10: 13 → 14 (+1)

0.97% less ownership

Funds ownership: 76.35% → 75.39% (-0.97%)

Holders
371
Holders Change
+45
Holders Change %
+13.8%
% of All Funds
5.96%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.23%
New
73
Increased
150
Reduced
96
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
+$22.2M
2
SC
Savant Capital
Illinois
+$16.6M
3
JFGLC
Johnson Financial Group LLC (Colorado)
Colorado
+$12.2M
4
RIM
Redwood Investment Management
Arizona
+$7.76M
5
JWM
JFG Wealth Management
Colorado
+$7.64M

Top Sellers

Rank Fund Capital Flow
1
MG
Mather Group
Illinois
-$101M
2
Jane Street
Jane Street
New York
-$40.2M
3
ML
McAdam LLC
Pennsylvania
-$5.57M
4
PPW
Parcion Private Wealth
Washington
-$4.24M
5
TF
TIAA FSB
Florida
-$3.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
OFG
326
Oxford Financial Group
Indiana
$4.56K – – –
HBW
327
Hazlett, Burt & Watson
West Virginia
$4K +$2.89K +95 +202%
PK
328
Pflug Koory
Nebraska
$4K +$3.9K +128 New
GWSA
329
Global Wealth Strategies & Associates
Colorado
$3.24K +$3.14K +103 New
BAM
330
Belpointe Asset Management
Nevada
$3.15K +$3.05K +100 New
CMBA
331
C.M. Bidwell & Associates
Hawaii
$2.83K – – –
TWA
332
TCI Wealth Advisors
Arizona
$2.52K – – –
LWA
333
Lowe Wealth Advisors
Maryland
$2.49K – – –
KFI
334
Key Financial Inc
Pennsylvania
$2.41K – – –
FWP
335
FAS Wealth Partners
Kansas
$2.01K +$30 +1 +2%
HFS
336
Hantz Financial Services
Michigan
$2K -$427 -14 -16%
SWM
337
Spire Wealth Management
Virginia
$2K -$122 -4 -5%
ANBT
338
American National Bank & Trust
Texas
$2K +$1.77K +58 New
EWM
339
Endurance Wealth Management
Rhode Island
$2K +$2.35K +77 New
FCAS
340
First Command Advisory Services
Texas
$2K +$4.14K +136 New
GI
341
Gradient Investments
Minnesota
$1.95K +$1.89K +62 New
BWM
342
BerganKDV Wealth Management
Minnesota
$1.82K +$1.77K +58 New
TCWA
343
Ten Capital Wealth Advisors
Washington
$1.73K – – –
CA
344
Crewe Advisors
Utah
$1.65K -$396 -13 -20%
TAM
345
Tucker Asset Management
Colorado
$1.43K -$1.95K -64 -59%
AAP
346
Arax Advisory Partners
Colorado
$1.29K +$1.25K +41 New
TCA
347
Trifecta Capital Advisors
Illinois
$1.23K +$1.19K +39 New
BLC
348
Brown, Lisle/Cummings
Rhode Island
$1.2K – – –
CCA
349
Column Capital Advisors
Indiana
$1.11K – – –
SWA
350
SOA Wealth Advisors
New York
$1.1K – – –
12 13
14
15 16

SCHC Hedge Fund Activity: Q4 2022 in Review

371 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q4 2022, worth a combined $2.58B — up 14% from $2.27B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new SCHC positions and 20 closed out — a net gain of 53 holders — while 150 added to existing stakes and 96 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $22.2M. The largest seller was Mather Group, cutting an estimated $101M.

  • 371 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q4 2022, up from 326 in Q3 2022.
  • Funds reported $2.58B of Schwab International Small-Cap Equity ETF stock for Q4 2022, up 14% quarter-over-quarter.
  • 73 funds opened new Schwab International Small-Cap Equity ETF positions in Q4 2022 and 20 closed out, a net change of +53 holders.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q4 2022 was Charles Schwab Investment Advisory, an estimated $22.2M added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q4 2022 was Mather Group, an estimated $101M sold.

Based on aggregated 13F filings for Q4 2022.