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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
IRC
376
Investors Research Corp
Georgia
$1.58K
PS
377
Planned Solutions
California
$1.5K +$1.44K +39 New
BLC
378
Brown, Lisle/Cummings
Rhode Island
$1.46K
CFGS
379
Concourse Financial Group Securities
Alabama
$1.35K +$221 +6 +21%
RIL
380
Rothschild Investment LLC
Illinois
$1.19K
NIC
381
Northwest Investment Counselors
Oregon
$1.12K +$1.07K +29 New
Fifth Third Bancorp
382
Fifth Third Bancorp
Ohio
$1.08K
FMP
383
Financial Management Professionals
Texas
$1K
FFA
384
Founders Financial Alliance
North Carolina
$963 +$921 +25 New
CAS
385
Coppell Advisory Solutions
Texas
$772 -$4.79K -130 -87%
BTI
386
Blue Trust Inc
Georgia
$569 +$589 +16 New
MFA
387
McClarren Financial Advisors
Pennsylvania
$563 +$5.3K +144 +203%
SS
388
Sunbelt Securities
Texas
$502
TRCT
389
Tower Research Capital (TRC)
New York
$385 +$368 +10 New
SIS
390
Strategic Investment Solutions
Illinois
$193
AssetMark Inc
391
AssetMark Inc
California
$154 -$663 -18 -82%
NC
392
NewSquare Capital
Pennsylvania
$77
SL
393
Salomon & Ludwin
Virginia
$39
Charles Schwab
394
Charles Schwab
California
-$1.41B -39,666,770 Closed
SP
395
Symmetry Partners
Connecticut
-$4.25M -119,508 Closed
DWM
396
Dopkins Wealth Management
New York
-$1.25M -35,120 Closed
SW
397
SVB Wealth
Massachusetts
-$622K -17,481 Closed
AWM
398
Avaii Wealth Management
Wisconsin
-$438K -12,314 Closed
SFC
399
Strategic Financial Concepts
Texas
-$284 -10,380 Closed
GS
400
GTS Securities
New York
-$249K -6,985 Closed

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.