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Schwab International Small-Cap Equity ETF
SCHC

169 hedge funds and large institutions have $1.15B invested in Schwab International Small-Cap Equity ETF in 2017 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 74 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 9

147% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 30

120% more funds holding in top 10

Funds holding in top 10: 5 → 11 (+6)

26% more funds holding

Funds holding: 134 → 169 (+35)

22% more capital invested

Capital invested by funds: $943M → $1.15B (+$211M)

6.55% more ownership

Funds ownership: 58.14% → 64.69% (+6.6%)

Holders
169
Holders Change
+35
Holders Change %
+26.12%
% of All Funds
3.83%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.25%
New
45
Increased
74
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
+$71.3M
2
Jane Street
Jane Street
New York
+$21.3M
3
Citadel Advisors
Citadel Advisors
Florida
+$12.4M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$7.67M
5
VCM
Versant Capital Management
Arizona
+$3.72M

Top Sellers

Rank Fund Capital Flow
1
AL
Aspiriant LLC
California
-$1.43M
2
AWMG
Alliance Wealth Management Group
New Jersey
-$1.4M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.05M
4
AIP
Almanack Investment Partners
Pennsylvania
-$594K
5
FMC
First Merchants Corp
Indiana
-$525K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAI
26
Capital Advisors Inc
Oklahoma
$4.71M +$226K +6,233 +5%
MFT
27
Moisand Fitzgerald Tamayo
Florida
$4.28M -$133K -3,670 -3%
KBFS
28
Kohmann Bosshard Financial Services
Ohio
$4.12M +$197K +5,438 +5%
PP
29
PrairieView Partners
Minnesota
$4.04M +$3.99M +110,167 New
VCM
30
Versant Capital Management
Arizona
$3.95M +$3.72M +102,875 +2,087%
FC
31
Financial Consulate
Maryland
$3.73M +$254K +7,023 +7%
ML
32
McAdam LLC
Pennsylvania
$3.68M – – –
SFA
33
Sequoia Financial Advisors
Ohio
$3.48M +$884K +24,415 +35%
GAM
34
Gemmer Asset Management
California
$3.41M +$70.4K +1,945 +2%
CL
35
Choreo LLC
Illinois
$2.74M +$188K +5,200 +7%
Wells Fargo
36
Wells Fargo
California
$2.53M +$50.7K +1,400 +2%
CG
37
Colony Group
Massachusetts
$2.47M +$382K +10,550 +19%
UCFA
38
United Capital Financial Advisors
Texas
$2.34M +$14.7K +405 +0.6%
AWM
39
Avior Wealth Management
Nebraska
$2.34M -$6.59K -182 -0.3%
SC
40
Savant Capital
Illinois
$2.28M +$101K +2,795 +5%
HSA
41
HBK Sorce Advisory
Pennsylvania
$2.06M +$69.2K +1,913 +4%
RC
42
RegentAtlantic Capital
New Jersey
$2.04M +$55.7K +1,540 +3%
SBL
43
Sargent Bickham Lagudis
Colorado
$1.99M +$44.2K +1,220 +2%
MCIA
44
Mountain Capital Investment Advisors
Colorado
$1.94M +$1.63M +44,986 +574%
CWM
45
Cabot Wealth Management
Massachusetts
$1.88M +$38.4K +1,061 +2%
WCWM
46
Wooster Corthell Wealth Management
Connecticut
$1.82M +$43.3K +1,195 +2%
TYCC
47
Texas Yale Capital Corp
Florida
$1.73M +$454K +12,552 +36%
AA
48
Advisory Alpha
Michigan
$1.72M +$374K +10,332 +30%
EVM
49
Eaton Vance Management
Massachusetts
$1.68M -$40.5K -1,118 -2%
BC
50
Burleson & Co
California
$1.6M +$1.58M +43,608 New
1
2
3 4 5

SCHC Hedge Fund Activity: Q4 2017 in Review

169 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q4 2017, worth a combined $1.15B — up 22% from $943M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SCHC positions and 9 closed out — a net gain of 36 holders — while 74 added to existing stakes and 30 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $71.3M. The largest seller was Aspiriant LLC, exiting entirely with an estimated $1.43M sold.

  • 169 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q4 2017, up from 134 in Q3 2017.
  • Funds reported $1.15B of Schwab International Small-Cap Equity ETF stock for Q4 2017, up 22% quarter-over-quarter.
  • 45 funds opened new Schwab International Small-Cap Equity ETF positions in Q4 2017 and 9 closed out, a net change of +36 holders.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q4 2017 was Charles Schwab Investment Advisory, an estimated $71.3M added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q4 2017 was Aspiriant LLC, an estimated $1.43M sold.

Based on aggregated 13F filings for Q4 2017.