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Schwab International Small-Cap Equity ETF

390 hedge funds and large institutions have $3.04B invested in Schwab International Small-Cap Equity ETF in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 121 increasing their positions, 157 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 35

0% less funds holding

Funds holding: 391390 (-1)

1% less capital invested

Capital invested by funds: $3.07B → $3.04B (-$33.5M)

5.71% less ownership

Funds ownership: 79.55%73.84% (-5.7%)

23% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 157

27% less funds holding in top 10

Funds holding in top 10: 1511 (-4)

Holders
390
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
5.62%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.16%
New
35
Increased
121
Reduced
157
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RG
351
Retirement Group
California
$6.3K
DCM
352
Davis Capital Management
Florida
$6.25K -$344 -10 -5%
PAI
353
Pittenger & Anderson Inc
Nebraska
$5.37K
CT
354
Caldwell Trust
Florida
$4.8K +$4.61K +134 New
ACM
355
Anfield Capital Management
California
$4.37K +$4.2K +122 New
GWMI
356
Guardian Wealth Management (Illinois)
Illinois
$4.32K
WWMSC
357
Wagner Wealth Management (South Carolina)
South Carolina
$4.26K +$757 +22 +23%
BWL
358
Bogart Wealth LLC
Virginia
$4.22K
CMBA
359
C.M. Bidwell & Associates
Hawaii
$3.47K
KFI
360
Key Financial Inc
Pennsylvania
$3.12K
AIC
361
Archer Investment Corporation
Indiana
$2.76K
RP
362
Rice Partnership
Hawaii
$2.47K +$2.37K +69 New
TRCT
363
Tower Research Capital (TRC)
New York
$2.4K +$1.82K +53 +379%
CA
364
Continuum Advisory
Idaho
$2.38K +$2.27K +66 New
FWP
365
FAS Wealth Partners
Kansas
$2.36K
EW
366
Element Wealth
Mississippi
$2.22K
FPF
367
First Pacific Financial
Washington
$2.04K +$1.96K +57 New
WAG
368
Wiser Advisor Group
Arizona
$1.81K -$34 -1 -2%
PCMC
369
Private Capital Management (Colorado)
Colorado
$1.75K +$1.69K +49 New
CA
370
CoreCap Advisors
Michigan
$1.75K +$1.69K +49 New
DF
371
Dunhill Financial
United Kingdom
$1.68K +$1.62K +47 New
PCWA
372
Pacific Capital Wealth Advisors
California
$1.61K -$5.88K -171 -79%
BL
373
BFSG LLC
California
$1.54K
AF
374
Advisornet Financial
Minnesota
$1.5K
IRC
375
Investors Research Corp
Georgia
$1.47K -$6.33K -184 -82%

SCHC Hedge Fund Activity: Q1 2024 in Review

390 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q1 2024, worth a combined $3.04B — down 1.1% from $3.07B a quarter earlier.

Fund positioning in SCHC was balanced in Q1 2024: 35 funds opened new positions, 35 closed out, 121 added to existing stakes and 157 trimmed.

The largest buyer was State Street, opening a new position worth an estimated $56.6M. The largest seller was Cerity Partners, cutting an estimated $116M.

  • 390 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q1 2024, down from 391 in Q4 2023.
  • Funds reported $3.04B of Schwab International Small-Cap Equity ETF stock for Q1 2024, down 1.1% quarter-over-quarter.
  • 35 funds opened new Schwab International Small-Cap Equity ETF positions in Q1 2024 and 35 closed out, a net change of 0 holders.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q1 2024 was State Street, an estimated $56.6M added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q1 2024 was Cerity Partners, an estimated $116M sold.

Based on aggregated 13F filings for Q1 2024.