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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
CWP
351
Concord Wealth Partners
Virginia
$1.06K +$1.04K +34 New
Citigroup
352
Citigroup
New York
$1.01K +$975 +32 New
BWM
353
Baystate Wealth Management
Massachusetts
$1K – – –
AF
354
Advisornet Financial
Minnesota
$755 -$2.5K -82 -77%
FWM
355
Focused Wealth Management
New York
$629 – – –
LC
356
Lindbrook Capital
California
$598 – – –
CFGS
357
Concourse Financial Group Securities
Alabama
$597 +$579 +19 New
TFS
358
TrustCore Financial Services
Tennessee
$535 – – –
AA
359
Addison Advisors
Vermont
$504 +$487 +16 New
WWMSC
360
Wagner Wealth Management (South Carolina)
South Carolina
$504 +$487 +16 New
FA
361
Fiduciary Alliance
South Carolina
$472 +$457 +15 New
S
362
SignatureFD
Georgia
$441 – – –
RCM
363
Raleigh Capital Management
North Carolina
$335 +$30 +1 +10%
GEA
364
Glen Eagle Advisors
New Jersey
$320 – – –
FFA
365
Farther Finance Advisors
California
$252 +$244 +8 New
HPC
366
HM Payson & Co
Maine
$231 – – –
TCM
367
Tradewinds Capital Management
Washington
$220 – – –
CFFP
368
Center for Financial Planning
Michigan
$94 – – –
NC
369
NewSquare Capital
Pennsylvania
$63 – – –
CA
370
CoreCap Advisors
Michigan
$63 +$61 +2 New
HNB
371
Huntington National Bank
Ohio
$31 – – –
OMC
372
Old Mission Capital
Illinois
– -$1.89M -67,979 Closed
SW
373
Simplicity Wealth
New Jersey
– -$1.25M -45,121 Closed
JAG
374
Journey Advisory Group
Kentucky
– -$474K -17,092 Closed
YIH
375
Y-Intercept (HK)
Hong Kong
– -$394K -14,191 Closed
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.