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Schwab International Small-Cap Equity ETF

383 hedge funds and large institutions have $3.04B invested in Schwab International Small-Cap Equity ETF in 2024 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 124 increasing their positions, 147 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

0.91% more ownership

Funds ownership: 73.84%74.75% (+0.91%)

0% less capital invested

Capital invested by funds: $3.04B → $3.04B (-$1.16M)

8% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 40

2% less funds holding

Funds holding: 390383 (-7)

16% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 147

Holders
383
Holders Change
-7
Holders Change %
-1.79%
% of All Funds
5.53%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
37
Increased
124
Reduced
147
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
401
Mainstay Capital Management
Michigan
-$306K -8,542 Closed
PCMC
402
Paragon Capital Management (Colorado)
Colorado
-$250K -6,984 Closed
SWA
403
Sax Wealth Advisors
New Jersey
-$243K -6,800 Closed
AP
404
Appleton Partners
Massachusetts
-$218K -6,089 Closed
PFC
405
Phocas Financial Corp
California
-$202K -5,642 Closed
EWA
406
EP Wealth Advisors
California
-$126K -3,513 Closed
IPW
407
Impact Partnership Wealth
Georgia
-$110K -3,075 Closed
HFS
408
Horizon Financial Services
North Carolina
-$32.4K -908 Closed
UB
409
UMB Bank
Missouri
-$30.4K -850 Closed
LTI
410
Laffer Tengler Investments
Tennessee
-$19.7K -550 Closed
BSB
411
Bangor Savings Bank
Maine
-$17.3K -482 Closed
CSWM
412
Cassady Schiller Wealth Management
Ohio
-$9.27K -259 Closed
BFEC
413
Benjamin F. Edwards & Company
Missouri
-$9K -249 Closed
ACM
414
Anfield Capital Management
California
-$4.37K -122 Closed
RP
415
Rice Partnership
Hawaii
-$2.47K -69 Closed
TRCT
416
Tower Research Capital (TRC)
New York
-$2.4K -67 Closed
FPF
417
First Pacific Financial
Washington
-$2.04K -57 Closed
WAG
418
Wiser Advisor Group
Arizona
-$1.81K -50 Closed
CA
419
CoreCap Advisors
Michigan
-$1.75K -49 Closed
PCWA
420
Pacific Capital Wealth Advisors
California
-$1.61K -45 Closed
WPWM
421
Western Pacific Wealth Management
Illinois
-$1.4K -39 Closed
SWA
422
SOA Wealth Advisors
New York
-$1.25K -35 Closed
HFS
423
Hantz Financial Services
Michigan
-$1K -28 Closed
GEA
424
Glen Eagle Advisors
New Jersey
-$789 -22 Closed
LWA
425
Lowe Wealth Advisors
Maryland
-$752 -21 Closed

SCHC Hedge Fund Activity: Q2 2024 in Review

383 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q2 2024, worth a combined $3.04B — down 0.04% from $3.04B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of SCHC and 37 opened new positions — a net loss of 3 holders — while 147 trimmed existing stakes and 124 added.

The largest buyer was Charles Schwab, adding an estimated $1.38B. The largest seller was New York Life Investment Management, exiting entirely with an estimated $55M sold.

  • 383 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q2 2024, down from 390 in Q1 2024.
  • Funds reported $3.04B of Schwab International Small-Cap Equity ETF stock for Q2 2024, down 0.04% quarter-over-quarter.
  • 37 funds opened new Schwab International Small-Cap Equity ETF positions in Q2 2024 and 40 closed out, a net change of -3 holders.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q2 2024 was Charles Schwab, an estimated $1.38B added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q2 2024 was New York Life Investment Management, an estimated $55M sold.

Based on aggregated 13F filings for Q2 2024.