We are live on ! Find out more
SCHC icon

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
RP
351
Rice Partnership
Hawaii
$6.32K +$6.04K +164 New
RI
352
Ridgewood Investments
New Jersey
$6.04K
WWMSC
353
Wagner Wealth Management (South Carolina)
South Carolina
$5.93K +$736 +20 +15%
PAI
354
Pittenger & Anderson Inc
Nebraska
$5.78K
CT
355
Caldwell Trust
Florida
$5.16K
GWMI
356
Guardian Wealth Management (Illinois)
Illinois
$4.66K
PCMC
357
Private Capital Management (Colorado)
Colorado
$4.59K +$2.58K +70 +143%
DCM
358
Davis Capital Management
Florida
$4.51K -$1.84K -50 -30%
CMBA
359
C.M. Bidwell & Associates
Hawaii
$4.47K +$221 +6 +5%
NS
360
NBC Securities
Alabama
$4K +$4.49K +122 New
FMII
361
Farmers & Merchants Investments Inc
Nebraska
$3.74K
KFI
362
Key Financial Inc
Pennsylvania
$3.35K
CSB
363
City State Bank
Iowa
$3.35K +$3.2K +87 New
AIC
364
Archer Investment Corporation
Indiana
$2.98K
BWL
365
Bogart Wealth LLC
Virginia
$2.74K -$1.73K -47 -40%
GWANC
366
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.54K
WOSD
367
WFA of San Diego
California
$2.52K -$6.11K -166 -72%
EW
368
Element Wealth
Mississippi
$2.39K
GWSG
369
GPS Wealth Strategies Group
Colorado
$2.39K
CA
370
Continuum Advisory
Idaho
$2.36K -$1.29K -35 -35%
FWM
371
FSA Wealth Management
Massachusetts
$2.35K +$2.25K +61 New
TC
372
Truvestments Capital
Florida
$1.81K +$1.73K +47 New
BL
373
BFSG LLC
California
$1.66K
AF
374
Advisornet Financial
Minnesota
$1.62K -$1.47K -40 -49%
AA
375
Ancora Advisors
Ohio
$1.62K

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.