We are live on ! Find out more
SCHC icon

Schwab International Small-Cap Equity ETF
SCHC

391 hedge funds and large institutions have $3.07B invested in Schwab International Small-Cap Equity ETF in 2023 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 143 increasing their positions, 128 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 26

15% more funds holding in top 10

Funds holding in top 10: 13 → 15 (+2)

15% more capital invested

Capital invested by funds: $2.68B → $3.07B (+$389M)

12% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 128

8% more funds holding

Funds holding: 362 → 391 (+29)

4.43% more ownership

Funds ownership: 75.12% → 79.55% (+4.4%)

Holders
391
Holders Change
+29
Holders Change %
+8.01%
% of All Funds
5.7%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.22%
New
60
Increased
143
Reduced
128
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cerity Partners
Cerity Partners
New York
+$106M
2
Jane Street
Jane Street
New York
+$68.6M
3
NYLIM
New York Life Investment Management
New York
+$16M
4
Morgan Stanley
Morgan Stanley
New York
+$15.1M
5
SAG
SageView Advisory Group
California
+$14.8M

Top Sellers

Rank Fund Capital Flow
1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$4.68M
2
HSA
HBK Sorce Advisory
Pennsylvania
-$2.85M
3
CAI
Capital Advisors Inc
Oklahoma
-$2.79M
4
JFGLC
Johnson Financial Group LLC (Colorado)
Colorado
-$2.44M
5
UCFA
United Capital Financial Advisors
Texas
-$1.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
MSWM
351
McGlone Suttner Wealth Management
Wisconsin
$4.83K +$4.51K +139 New
GWMI
352
Guardian Wealth Management (Illinois)
Illinois
$4.21K -$14.2K -439 -78%
BWL
353
Bogart Wealth LLC
Virginia
$4.12K – – –
HNB
354
Huntington National Bank
Ohio
$4.12K – – –
FA
355
Faithward Advisors
Pennsylvania
$3.45K – – –
CMBA
356
C.M. Bidwell & Associates
Hawaii
$3.38K – – –
WWMSC
357
Wagner Wealth Management (South Carolina)
South Carolina
$3.38K +$519 +16 +20%
KFI
358
Key Financial Inc
Pennsylvania
$3.04K – – –
GA
359
GoalVest Advisory
New York
$2.72K – – –
AIC
360
Archer Investment Corporation
Indiana
$2.69K – – –
GWM
361
Geneos Wealth Management
Colorado
$2.58K +$2.4K +74 New
SWM
362
Spire Wealth Management
Virginia
$2.51K – – –
TVAMP
363
Tennessee Valley Asset Management Partners
Tennessee
$2.41K +$2.24K +69 New
FWP
364
FAS Wealth Partners
Kansas
$2.3K +$65 +2 +3%
EW
365
Element Wealth
Mississippi
$2.16K – – –
HFS
366
Hantz Financial Services
Michigan
$2K – – –
WAG
367
Wiser Advisor Group
Arizona
$1.76K +$1.66K +51 New
LFA
368
Level Financial Advisors
New York
$1.6K – – –
FHA
369
First Horizon Advisors
Tennessee
$1.57K -$6.65K -205 -82%
GEA
370
Glen Eagle Advisors
New Jersey
$1.54K +$32 +1 +2%
BL
371
BFSG LLC
California
$1.5K +$1.4K +43 New
AF
372
Advisornet Financial
Minnesota
$1.47K – – –
BLC
373
Brown, Lisle/Cummings
Rhode Island
$1.33K – – –
SWA
374
SOA Wealth Advisors
New York
$1.22K – – –
PO
375
Private Ocean
California
$1.12K +$1.04K +32 New
13 14
15
16 17

SCHC Hedge Fund Activity: Q4 2023 in Review

391 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q4 2023, worth a combined $3.07B — up 15% from $2.68B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new SCHC positions and 26 closed out — a net gain of 34 holders — while 143 added to existing stakes and 128 trimmed.

The largest buyer was Cerity Partners, adding an estimated $106M. The largest seller was TIAA Trust, National Association, cutting an estimated $4.68M.

  • 391 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q4 2023, up from 362 in Q3 2023.
  • Funds reported $3.07B of Schwab International Small-Cap Equity ETF stock for Q4 2023, up 15% quarter-over-quarter.
  • 60 funds opened new Schwab International Small-Cap Equity ETF positions in Q4 2023 and 26 closed out, a net change of +34 holders.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q4 2023 was Cerity Partners, an estimated $106M added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q4 2023 was TIAA Trust, National Association, an estimated $4.68M sold.

Based on aggregated 13F filings for Q4 2023.