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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
NP
376
NorthRock Partners
Minnesota
$1.43K -$11.9K -347 -90%
WPWM
377
Western Pacific Wealth Management
Illinois
$1.4K +$1.34K +39 New
BLC
378
Brown, Lisle/Cummings
Rhode Island
$1.36K
SWA
379
SOA Wealth Advisors
New York
$1.25K
RIL
380
Rothschild Investment LLC
Illinois
$1.11K
CFGS
381
Concourse Financial Group Securities
Alabama
$1.04K +$997 +29 New
Fifth Third Bancorp
382
Fifth Third Bancorp
Ohio
$1K
HFS
383
Hantz Financial Services
Michigan
$1K -$1.44K -42 -60%
FMP
384
Financial Management Professionals
Texas
$1K
GEA
385
Glen Eagle Advisors
New Jersey
$789 -$757 -22 -50%
LWA
386
Lowe Wealth Advisors
Maryland
$752 -$4.3K -125 -86%
S
387
SignatureFD
Georgia
$680 +$172 +5 +36%
SS
388
Sunbelt Securities
Texas
$465 -$9.18K -267 -95%
GWSG
389
GPS Wealth Strategies Group
Colorado
$251
NC
390
NewSquare Capital
Pennsylvania
$72
SL
391
Salomon & Ludwin
Virginia
$36
SAG
392
SageView Advisory Group
California
-$55.3M -1,621,136 Closed
SIA
393
Soltis Investment Advisors
Utah
-$5.24M -150,273 Closed
Goldman Sachs
394
Goldman Sachs
New York
-$1.92M -55,012 Closed
AFAS
395
Acorn Financial Advisory Services
Virginia
-$1.17M -34,335 Closed
SWP
396
Stratos Wealth Partners
Ohio
-$969K -27,759 Closed
FTUS
397
Flow Traders U.S.
New York
-$915K -26,225 Closed
PPW
398
Parcion Private Wealth
Washington
-$335K -9,614 Closed
LNWWM
399
Laird Norton Wetherby Wealth Management
California
-$303K -8,683 Closed
GAM
400
Gemmer Asset Management
California
-$289K -8,274 Closed

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.