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Schwab International Small-Cap Equity ETF
SCHC

373 hedge funds and large institutions have $2.79B invested in Schwab International Small-Cap Equity ETF in 2023 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 128 increasing their positions, 128 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 30

8% more capital invested

Capital invested by funds: $2.58B → $2.79B (+$215M)

7% more funds holding in top 10

Funds holding in top 10: 14 → 15 (+1)

1% more funds holding

Funds holding: 371 → 373 (+2)

0.03% more ownership

Funds ownership: 75.39% → 75.42% (+0.03%)

0% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 128

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $342K

Holders
373
Holders Change
+2
Holders Change %
+0.54%
% of All Funds
5.94%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.24%
New
38
Increased
128
Reduced
128
Closed
30
Calls
–
Puts
$342K
Net Calls
-$342K
Net Calls Change
-$342K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$45.7M
2
CSIA
Charles Schwab Investment Advisory
California
+$12.7M
3
CAI
Capital Advisors Inc
Oklahoma
+$12.4M
4
SAG
SageView Advisory Group
California
+$11.7M
5
ML
McAdam LLC
Pennsylvania
+$9.27M

Top Sellers

Rank Fund Capital Flow
1
TF
TIAA FSB
Florida
-$23M
2
Jane Street
Jane Street
New York
-$11.1M
3
AA
Aire Advisors
California
-$7.38M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.43M
5
HSA
HBK Sorce Advisory
Pennsylvania
-$5.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
351
Crewe Advisors
Utah
$1.77K – – –
SIS
352
Strategic Investment Solutions
Illinois
$1.52K +$1.5K +45 New
GEA
353
Glen Eagle Advisors
New Jersey
$1.44K +$1.1K +33 +330%
BLC
354
Brown, Lisle/Cummings
Rhode Island
$1.28K – – –
CCA
355
Column Capital Advisors
Indiana
$1.19K – – –
SWA
356
SOA Wealth Advisors
New York
$1.18K – – –
ME
357
McIlrath & Eck
Washington
$1.15K +$1.14K +34 New
CWP
358
Concord Wealth Partners
Virginia
$1.13K – – –
WWMSC
359
Wagner Wealth Management (South Carolina)
South Carolina
$1.01K +$467 +14 +88%
FMP
360
Financial Management Professionals
Texas
$1K -$4.3K -129 -82%
AF
361
Advisornet Financial
Minnesota
$809 – – –
Commonwealth Equity Services
362
Commonwealth Equity Services
Massachusetts
$671 +$57.8K +1,733 +10%
LC
363
Lindbrook Capital
California
$640 – – –
AA
364
Addison Advisors
Vermont
$540 – – –
S
365
SignatureFD
Georgia
$472 – – –
SS
366
Sunbelt Securities
Texas
$422 +$434 +13 New
RCM
367
Raleigh Capital Management
North Carolina
$359 – – –
GA
368
GoalVest Advisory
New York
$303 +$300 +9 New
HPC
369
HM Payson & Co
Maine
$248 – – –
GWSG
370
GPS Wealth Strategies Group
Colorado
$236 +$234 +7 New
CFFP
371
Center for Financial Planning
Michigan
$102 – – –
NC
372
NewSquare Capital
Pennsylvania
$67 – – –
HNB
373
Huntington National Bank
Ohio
$34 – – –
Susquehanna International Group
374
Susquehanna International Group
Pennsylvania
– -$5.43M -172,664 Closed
FTUS
375
Flow Traders U.S.
New York
– -$1.91M -60,769 Closed
13 14
15
16 17

SCHC Hedge Fund Activity: Q1 2023 in Review

373 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q1 2023, worth a combined $2.79B — up 8.4% from $2.58B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SCHC positions and 30 closed out — a net gain of 8 holders — while 128 added to existing stakes and 128 trimmed.

The largest buyer was BlackRock, adding an estimated $45.7M. The largest seller was TIAA FSB, cutting an estimated $23M.

  • 373 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q1 2023, up from 371 in Q4 2022.
  • Funds reported $2.79B of Schwab International Small-Cap Equity ETF stock for Q1 2023, up 8.4% quarter-over-quarter.
  • 38 funds opened new Schwab International Small-Cap Equity ETF positions in Q1 2023 and 30 closed out, a net change of +8 holders.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q1 2023 was BlackRock, an estimated $45.7M added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q1 2023 was TIAA FSB, an estimated $23M sold.

Based on aggregated 13F filings for Q1 2023.