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Schwab International Small-Cap Equity ETF
SCHC

Overview Fund Activity

98 hedge funds and large institutions have $296M invested in Schwab International Small-Cap Equity ETF in 2016 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 35 reducing their positions, and 13 closing their positions.

Holders
98
Holders Change
+2
Holders Change %
+2.08%
% of All Funds
2.62%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
16
Increased
38
Reduced
35
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$13.6M
2
Bank of America
2
Bank of America
North Carolina
$5.39M
3
CSIA
3
Charles Schwab Investment Advisory
California
$182M
4
BlackRock
4
BlackRock
New York
$11.1M
5
AL
5
Aspiriant LLC
California
$1.49M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$2.22M
2
RC
2
RegentAtlantic Capital
New Jersey
$221K
3
Jane Street
3
Jane Street
New York
$0
4
JFG
4
JMG Financial Group
Illinois
$307K
5
Morgan Stanley
5
Morgan Stanley
New York
$431K
Name Market Value Shares Shares
Change 		Shares
Change %
EK
26
Evensky & Katz
Florida
$1.08M 37,473 -26,217 -41%
FC
27
Financial Consulate
Maryland
$1.06M 36,425 -700 -2%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$931K 32,181 +1,571 +5%
WA
29
Wealth Architects
California
$854K 29,496 -1,840 -6%
AIM
30
Aspen Investment Management
Michigan
$843K 29,131 -320 -1%
SFS
31
Summit Financial Strategies
Ohio
$831K 28,696 -1,237 -4%
ADL
32
Asset Dedication LLC
California
$741K 25,581 +8,496 +50%
PS
33
Portfolio Solutions
Michigan
$641K 22,148 +14,062 +174%
SFA
34
Sequoia Financial Advisors
Ohio
$640K 22,123 +2,293 +12%
VKH
35
Virtu KCG Holdings
New York
$626K 21,633 +14,197 +191%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$610K 21,065 -1,909 -8%
BC
37
Bartlett & Co
Ohio
$587K 20,280 – –
UBS Group
38
UBS Group
Switzerland
$586K 20,237 -1,208 -6%
BTS
39
BB&T Securities
Virginia
$584K 20,177 -2,483 -11%
LPL Financial
40
LPL Financial
California
$579K 20,508 -548 -3%
BFPW
41
BOK Financial Private Wealth
Colorado
$574K 19,826 +657 +3%
CWM
42
Cabot Wealth Management
Massachusetts
$542K 18,730 -6,458 -26%
Citadel Advisors
43
Citadel Advisors
Florida
$487K 16,831 +16,831 New
EWM
44
Empirical Wealth Management
Washington
$484K 16,729 +9,010 +117%
AA
45
Alesco Advisors
New York
$468K 16,166 +112 +0.7%
Morgan Stanley
46
Morgan Stanley
New York
$431K 14,912 -35,508 -70%
KF
47
Krilogy Financial
Missouri
$411K 14,183 +14,183 New
GAM
48
Garrison Asset Management
Arkansas
$376K 12,990 +115 +0.9%
BBPWM
49
Blue Bell Private Wealth Management
Pennsylvania
$354K 12,243 -120 -1%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$340K 11,740 +4,535 +63%
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