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Schwab International Small-Cap Equity ETF
SCHC

249 hedge funds and large institutions have $1.49B invested in Schwab International Small-Cap Equity ETF in 2019 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 101 increasing their positions, 84 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 15

20% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 84

13% more capital invested

Capital invested by funds: $1.33B → $1.49B (+$170M)

3.13% more ownership

Funds ownership: 63.48% → 66.62% (+3.1%)

2% more funds holding

Funds holding: 243 → 249 (+6)

23% less funds holding in top 10

Funds holding in top 10: 13 → 10 (-3)

Holders
249
Holders Change
+6
Holders Change %
+2.47%
% of All Funds
5.41%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.22%
New
22
Increased
101
Reduced
84
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$68.9M
2
CSIA
Charles Schwab Investment Advisory
California
+$31.8M
3
IA
IndexIQ Advisors
New York
+$27.2M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$22.5M
5
Citadel Advisors
Citadel Advisors
Florida
+$4.54M

Top Sellers

1
TYCC
Texas Yale Capital Corp
Florida
-$3.49M
2
LCM
Leisure Capital Management
California
-$3.3M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.14M
4
GAM
Gemmer Asset Management
California
-$2.64M
5
RRWA
Rainey & Randall Wealth Advisors
Florida
-$2.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
26
Peak Financial Management
Massachusetts
$6.52M -$94.2K -2,905 -1%
RPGK
27
Retirement Planning Group (Kansas)
Kansas
$5.87M +$255K +7,864 +5%
Northern Trust
28
Northern Trust
Illinois
$5.46M -$22.1K -681 -0.4%
KBFS
29
Kohmann Bosshard Financial Services
Ohio
$5.44M +$836K +25,775 +18%
Morgan Stanley
30
Morgan Stanley
New York
$5.39M +$316K +9,743 +6%
Mercer Global Advisors
31
Mercer Global Advisors
Colorado
$5.3M +$144K +4,455 +3%
CG
32
Colony Group
Massachusetts
$5.18M -$56.8K -1,753 -1%
BFPW
33
BOK Financial Private Wealth
Colorado
$5.02M -$997K -30,753 -17%
NCM
34
Northwest Capital Management
Oregon
$4.79M +$108K +3,341 +2%
MFT
35
Moisand Fitzgerald Tamayo
Florida
$4.69M -$33.1K -1,020 -0.7%
SC
36
Savant Capital
Illinois
$4.59M +$231K +7,129 +5%
CMP
37
Courage Miller Partners
Virginia
$4.59M +$84.1K +2,595 +2%
BOPW
38
Brandywine Oak Private Wealth
Pennsylvania
$4.48M +$33.5K +1,033 +0.8%
PP
39
PrairieView Partners
Minnesota
$4.36M +$4.18K +129 +0.1%
BCI
40
Brinker Capital Investments
Pennsylvania
$4.29M -$75.6K -2,332 -2%
Creative Planning
41
Creative Planning
Kansas
$4.06M +$2.85M +87,848 +240%
RRWA
42
Rainey & Randall Wealth Advisors
Florida
$3.94M -$2.51M -77,447 -39%
CCA
43
Clearwater Capital Advisors
Illinois
$3.93M +$871K +26,857 +29%
RIM
44
Redwood Investment Management
Arizona
$3.88M +$966K +29,801 +33%
PS
45
Portfolio Solutions
Michigan
$3.88M +$670K +20,658 +21%
TYCC
46
Texas Yale Capital Corp
Florida
$3.69M -$3.49M -107,733 -49%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$3.68M +$815K +25,143 +29%
CAI
48
Capital Advisors Inc
Oklahoma
$3.63M +$3.01M +92,886 +504%
HSA
49
HBK Sorce Advisory
Pennsylvania
$3.54M -$106K -3,280 -3%
American Century Companies
50
American Century Companies
Missouri
$3.5M +$3.48M +107,333 New
1
2
3 4 5

SCHC Hedge Fund Activity: Q2 2019 in Review

249 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q2 2019, worth a combined $1.49B — up 13% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SCHC positions and 15 closed out — a net gain of 7 holders — while 101 added to existing stakes and 84 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $68.9M. The largest seller was Texas Yale Capital Corp, cutting an estimated $3.49M.

  • 249 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q2 2019, up from 243 in Q1 2019.
  • Funds reported $1.49B of Schwab International Small-Cap Equity ETF stock for Q2 2019, up 13% quarter-over-quarter.
  • 22 funds opened new Schwab International Small-Cap Equity ETF positions in Q2 2019 and 15 closed out, a net change of +7 holders.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q2 2019 was PNC Financial Services Group, an estimated $68.9M added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q2 2019 was Texas Yale Capital Corp, an estimated $3.49M sold.

Based on aggregated 13F filings for Q2 2019.