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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
SFC
326
SYM Financial Corp
Indiana
$19K
TFM
327
TFC Financial Management
Massachusetts
$18.5K
S
328
SignatureFD
Georgia
$17.7K +$10.1K +274 +148%
MRCM
329
M&R Capital Management
New Jersey
$17.6K +$37 +1 +0.2%
GRP
330
Global Retirement Partners
California
$13.9K -$39.1K -1,061 -75%
DFA
331
DHJJ Financial Advisors
Illinois
$13.6K
GKIM
332
GW&K Investment Management
Massachusetts
$13K
IHWM
333
Iron Horse Wealth Management
Iowa
$12.8K
AC
334
AlphaCore Capital
California
$12.5K -$700 -19 -6%
WT
335
Whittier Trust
California
$12.2K +$11.7K +318 New
HR
336
Howe & Rusling
New York
$12.2K -$17.5K -476 -60%
BCMLT
337
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.7K
GPFA
338
Game Plan Financial Advisors
Ohio
$11.6K
GFPC
339
Global Financial Private Client
Florida
$10.6K
JFG
340
JDM Financial Group
Texas
$9.71K +$9.28K +252 New
JIP
341
Jaffetilchin Investment Partners
Florida
$9.09K +$8.69K +236 New
PGAM
342
Princeton Global Asset Management
New Jersey
$8.31K -$1.1K -30 -12%
HPIA
343
Hamilton Point Investment Advisors
North Carolina
$8.24K
GWS
344
Glassman Wealth Services
Virginia
$7.86K
GM
345
GeoWealth Management
Illinois
$7.84K +$7.51K +204 New
FGA
346
Fortis Group Advisors
New Jersey
$7.13K
TAM
347
Tucker Asset Management
Colorado
$7.1K +$2.54K +69 +60%
SWM
348
Spire Wealth Management
Virginia
$7.09K +$3.98K +108 +142%
GWM
349
GSB Wealth Management
Connecticut
$7.03K +$6.7K +182 New
TCM
350
TruNorth Capital Management
Michigan
$6.36K +$6.08K +165 New

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.