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Schwab International Small-Cap Equity ETF

367 hedge funds and large institutions have $2.87B invested in Schwab International Small-Cap Equity ETF in 2021 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 168 increasing their positions, 68 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 68

114% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 35

11% more funds holding

Funds holding: 330367 (+37)

1.3% more ownership

Funds ownership: 73.99%75.29% (+1.3%)

5% more capital invested

Capital invested by funds: $2.75B → $2.87B (+$125M)

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

Holders
367
Holders Change
+37
Holders Change %
+11.21%
% of All Funds
5.65%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.31%
New
75
Increased
168
Reduced
68
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
376
Bartlett & Co Wealth Management
Ohio
-$120K -2,880 Closed
CFA
377
Carroll Financial Associates
North Carolina
-$64.6K -1,549 -99%
SFP
378
Sterling Financial Planning
New Jersey
-$58K -1,390 Closed
IWA
379
IBEX Wealth Advisors
New Jersey
-$50K -1,196 Closed
MAM
380
Meeder Asset Management
Ohio
-$29K -693 Closed
AA
381
Ancora Advisors
Ohio
-$23K -546 Closed
GPA
382
Guidance Point Advisors
Massachusetts
-$21K -511 Closed
FCM
383
Firestone Capital Management
Florida
-$19K -460 Closed
Qube Research & Technologies (QRT)
384
Qube Research & Technologies (QRT)
United Kingdom
-$18K -426 Closed
Fifth Third Bancorp
385
Fifth Third Bancorp
Ohio
-$14K -346 Closed
DOA
386
D'Orazio & Associates
Virginia
-$14K -340 Closed
EI
387
Ellevest Inc
New York
-$8K -203 Closed
MA
388
MCF Advisors
Kentucky
-$6K -152 Closed
GRP
389
Global Retirement Partners
California
-$5K -130 Closed
LWM
390
Liberty Wealth Management
California
-$5K -112 Closed
JCM
391
Jacobi Capital Management
Pennsylvania
-$4K -97 Closed
HR
392
Howe & Rusling
New York
-$4K -87 Closed
BAM
393
Barrett Asset Management
New York
-$2K -41 Closed
MCA
394
Maryland Capital Advisors
Maryland
+$83 +2 New
CFN
395
Cordasco Financial Network
Florida
+$375 +9 New
EA
396
Evolution Advisers
Virginia
+$917 +22 New

SCHC Hedge Fund Activity: Q4 2021 in Review

367 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q4 2021, worth a combined $2.87B — up 4.6% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new SCHC positions and 35 closed out — a net gain of 40 holders — while 168 added to existing stakes and 68 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $33.6M. The largest seller was Jane Street, exiting entirely with an estimated $9.21M sold.

  • 367 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q4 2021, up from 330 in Q3 2021.
  • Funds reported $2.87B of Schwab International Small-Cap Equity ETF stock for Q4 2021, up 4.6% quarter-over-quarter.
  • 75 funds opened new Schwab International Small-Cap Equity ETF positions in Q4 2021 and 35 closed out, a net change of +40 holders.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q4 2021 was Charles Schwab Investment Advisory, an estimated $33.6M added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q4 2021 was Jane Street, an estimated $9.21M sold.

Based on aggregated 13F filings for Q4 2021.