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Schwab International Small-Cap Equity ETF
SCHC

362 hedge funds and large institutions have $2.68B invested in Schwab International Small-Cap Equity ETF in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 108 increasing their positions, 140 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 37

0.46% less ownership

Funds ownership: 75.58% → 75.12% (-0.46%)

2% less funds holding

Funds holding: 371 → 362 (-9)

5% less capital invested

Capital invested by funds: $2.83B → $2.68B (-$144M)

19% less funds holding in top 10

Funds holding in top 10: 16 → 13 (-3)

23% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 140

Holders
362
Holders Change
-9
Holders Change %
-2.43%
% of All Funds
5.75%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.21%
New
37
Increased
108
Reduced
140
Closed
37
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$29.7M
2
CSIA
Charles Schwab Investment Advisory
California
+$20.1M
3
CAI
Capital Advisors Inc
Oklahoma
+$15.6M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$13.9M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$12.4M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$83.4M
2
TCM
Tradewinds Capital Management
Washington
-$27.9M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$8.89M
4
PFM
Peak Financial Management
Massachusetts
-$5.43M
5
OMC
Old Mission Capital
Illinois
-$5.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
CMBA
326
C.M. Bidwell & Associates
Hawaii
$3.13K – – –
KFI
327
Key Financial Inc
Pennsylvania
$2.81K – – –
YAL
328
Your Advocates Ltd
Texas
$2.81K +$2.95K +87 New
CSPIA
329
Cary Street Partners Investment Advisory
Virginia
$2.74K – – –
WWMSC
330
Wagner Wealth Management (South Carolina)
South Carolina
$2.61K +$1.22K +36 +80%
GA
331
GoalVest Advisory
New York
$2.52K +$2.64K +78 New
AIC
332
Archer Investment Corporation
Indiana
$2.48K – – –
SWM
333
Spire Wealth Management
Virginia
$2.42K – – –
FWP
334
FAS Wealth Partners
Kansas
$2.07K – – –
JFGIW
335
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.03K +$2.13K +63 New
HFS
336
Hantz Financial Services
Michigan
$2K – – –
EW
337
Element Wealth
Mississippi
$2K +$2.1K +62 New
LFA
338
Level Financial Advisors
New York
$1.48K -$5.93K -175 -79%
GEA
339
Glen Eagle Advisors
New Jersey
$1.39K – – –
AF
340
Advisornet Financial
Minnesota
$1.35K +$610 +18 +75%
MAWA
341
Moss Adams Wealth Advisors
Washington
$1.35K +$1.42K +42 New
BLC
342
Brown, Lisle/Cummings
Rhode Island
$1.23K – – –
MIM
343
Macroview Investment Management
Maryland
$1.23K +$1.29K +38 New
PMFA
344
Plante Moran Financial Advisors
Michigan
$1.19K +$1.25K +37 New
CCA
345
Column Capital Advisors
Indiana
$1.14K – – –
SWA
346
SOA Wealth Advisors
New York
$1.13K – – –
CWP
347
Concord Wealth Partners
Virginia
$1.09K – – –
FMP
348
Financial Management Professionals
Texas
$1K – – –
CCMI
349
Creative Capital Management Investments
California
$742 +$779 +23 New
LWA
350
Lowe Wealth Advisors
Maryland
$677 -$1.97K -58 -73%
12 13
14
15 16

SCHC Hedge Fund Activity: Q3 2023 in Review

362 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q3 2023, worth a combined $2.68B — down 5.1% from $2.83B a quarter earlier.

Fund positioning in SCHC was balanced in Q3 2023: 37 funds opened new positions, 37 closed out, 108 added to existing stakes and 140 trimmed.

The largest buyer was CAPTRUST Financial Advisors, opening a new position worth an estimated $29.7M. The largest seller was Jane Street, cutting an estimated $83.4M.

  • 362 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q3 2023, down from 371 in Q2 2023.
  • Funds reported $2.68B of Schwab International Small-Cap Equity ETF stock for Q3 2023, down 5.1% quarter-over-quarter.
  • 37 funds opened new Schwab International Small-Cap Equity ETF positions in Q3 2023 and 37 closed out, a net change of 0 holders.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q3 2023 was CAPTRUST Financial Advisors, an estimated $29.7M added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q3 2023 was Jane Street, an estimated $83.4M sold.

Based on aggregated 13F filings for Q3 2023.