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Schwab International Small-Cap Equity ETF
SCHC

134 hedge funds and large institutions have $943M invested in Schwab International Small-Cap Equity ETF in 2017 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 58 increasing their positions, 32 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

81% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 32

20% more capital invested

Capital invested by funds: $784M → $943M (+$159M)

11% more funds holding

Funds holding: 121 → 134 (+13)

1.21% more ownership

Funds ownership: 56.93% → 58.14% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

Holders
134
Holders Change
+13
Holders Change %
+10.74%
% of All Funds
3.34%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
24
Increased
58
Reduced
32
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
+$61.8M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$11.4M
3
TCM
Tradewinds Capital Management
Washington
+$10.8M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
+$3.77M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$3.65M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$1.47M
2
NPC
National Planning Corporation
California
-$1.42M
3
Jane Street
Jane Street
New York
-$1.18M
4
Charles Schwab
Charles Schwab
California
-$672K
5
BlackRock
BlackRock
New York
-$629K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWMG
26
Alliance Wealth Management Group
New Jersey
$2.67M +$1.35M +38,918 +109%
SFA
27
Sequoia Financial Advisors
Ohio
$2.53M -$19.8K -570 -0.8%
CL
28
Choreo LLC
Illinois
$2.49M +$181K +5,225 +8%
Wells Fargo
29
Wells Fargo
California
$2.43M -$1.47M -42,389 -38%
AWM
30
Avior Wealth Management
Nebraska
$2.29M -$7.49K -216 -0.3%
UCFA
31
United Capital Financial Advisors
Texas
$2.28M +$1.24M +35,709 +128%
SC
32
Savant Capital
Illinois
$2.13M +$16.1K +464 +0.8%
CG
33
Colony Group
Massachusetts
$2.04M +$15.7K +453 +0.8%
HSA
34
HBK Sorce Advisory
Pennsylvania
$1.94M +$19.3K +555 +1%
RC
35
RegentAtlantic Capital
New Jersey
$1.94M -$222K -6,412 -11%
SBL
36
Sargent Bickham Lagudis
Colorado
$1.9M +$390K +11,253 +27%
CFMC
37
Curbstone Financial Management Corp
New Hampshire
$1.87M +$1.49M +42,915 +466%
CWM
38
Cabot Wealth Management
Massachusetts
$1.8M +$33.6K +969 +2%
WCWM
39
Wooster Corthell Wealth Management
Connecticut
$1.74M -$45K -1,296 -3%
EVM
40
Eaton Vance Management
Massachusetts
$1.68M +$11.7K +336 +0.7%
OCM
41
One Capital Management
California
$1.5M -$11.4K -328 -0.8%
AL
42
Aspiriant LLC
California
$1.43M -$163K -4,703 -11%
MAS
43
Managed Account Services
Florida
$1.4M +$101K +2,918 +8%
AA
44
Advisory Alpha
Michigan
$1.25M +$263K +7,578 +28%
TYCC
45
Texas Yale Capital Corp
Florida
$1.24M +$520K +15,000 +76%
EK
46
Evensky & Katz
Florida
$1.13M +$26.3K +759 +2%
SFS
47
Summit Financial Strategies
Ohio
$1.11M +$24.5K +707 +2%
WA
48
Wealth Architects
California
$1.07M -$7.11K -205 -0.7%
UBS Group
49
UBS Group
Switzerland
$1.03M +$6.28K +181 +0.6%
FMC
50
First Merchants Corp
Indiana
$912K +$883K +25,450 New
1
2
3 4 5

SCHC Hedge Fund Activity: Q3 2017 in Review

134 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q3 2017, worth a combined $943M — up 20% from $784M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new SCHC positions and 10 closed out — a net gain of 14 holders — while 58 added to existing stakes and 32 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $61.8M. The largest seller was Wells Fargo, cutting an estimated $1.47M.

  • 134 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q3 2017, up from 121 in Q2 2017.
  • Funds reported $943M of Schwab International Small-Cap Equity ETF stock for Q3 2017, up 20% quarter-over-quarter.
  • 24 funds opened new Schwab International Small-Cap Equity ETF positions in Q3 2017 and 10 closed out, a net change of +14 holders.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q3 2017 was Charles Schwab Investment Advisory, an estimated $61.8M added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q3 2017 was Wells Fargo, an estimated $1.47M sold.

Based on aggregated 13F filings for Q3 2017.