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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
Millennium Management
401
Millennium Management
New York
-$287K -8,222 Closed
MWAM
402
Manhattan West Asset Management
California
-$233K -6,675 Closed
GCA
403
Gradient Capital Advisors
California
-$228K -6,547 Closed
AFG
404
Atomi Financial Group
New York
-$216K -6,184 Closed
SC
405
Sawyer & Company
Massachusetts
-$33K -941 Closed
BBHC
406
Brown Brothers Harriman & Co
New York
-$27.6K -790 Closed
TWM
407
Tradition Wealth Management
Minnesota
-$24K -700 Closed
CCM
408
Chilton Capital Management
Texas
-$13.1K -375 Closed
BCPWM
409
Bradley & Co Private Wealth Management
Florida
-$7.15K -205 Closed
AA
410
Addison Advisors
Vermont
-$6.07K -174 Closed
MSWM
411
McGlone Suttner Wealth Management
Wisconsin
-$4.83K -139 Closed
FA
412
Faithward Advisors
Pennsylvania
-$3.45K -103 Closed
GA
413
GoalVest Advisory
New York
-$2.72K -78 Closed
TVAMP
414
Tennessee Valley Asset Management Partners
Tennessee
-$2.41K -69 Closed
LFA
415
Level Financial Advisors
New York
-$1.6K -46 Closed
FHA
416
First Horizon Advisors
Tennessee
-$1.57K -45 Closed
PO
417
Private Ocean
California
-$1.12K -32 Closed
PS
418
Planned Solutions
California
-$872 -25 Closed
UIA
419
Ulland Investment Advisors
Minnesota
-$1K -22 Closed
EWA
420
EverSource Wealth Advisors
Alabama
-$733 -21 Closed
SIM
421
Studio Investment Management
Illinois
-$698 -20 Closed
LC
422
Lindbrook Capital
California
-$663 -19 Closed
AW
423
Avion Wealth
Texas
-$1K -18 Closed
CAM
424
Costello Asset Management
Pennsylvania
-$209 -6 Closed
TAM
425
Tucker Asset Management
Colorado
-$35 -1 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.