We are live on ! Find out more
SCHC icon

Schwab International Small-Cap Equity ETF

304 hedge funds and large institutions have $2.46B invested in Schwab International Small-Cap Equity ETF in 2021 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 111 increasing their positions, 97 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 21

14% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 97

9% more capital invested

Capital invested by funds: $2.25B → $2.46B (+$207M)

5% more funds holding

Funds holding: 289304 (+15)

0.15% more ownership

Funds ownership: 75.3%75.46% (+0.15%)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

Holders
304
Holders Change
+15
Holders Change %
+5.19%
% of All Funds
5.34%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
38
Increased
111
Reduced
97
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SL
26
Systelligence LLC
Minnesota
$8.97M -$4.83M -123,797 -35%
EFSCE
27
Enterprise Financial Services Corp (EFSC)
Missouri
$8.76M -$539K -13,827 -6%
Morgan Stanley
28
Morgan Stanley
New York
$8.51M +$922K +23,642 +12%
PFM
29
Peak Financial Management
Massachusetts
$8M -$151K -3,876 -2%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$7.99M +$433K +11,105 +6%
BAMG
31
Brand Asset Management Group
Missouri
$7.83M +$429K +11,008 +6%
NCM
32
Northwest Capital Management
Oregon
$7.64M -$156K -3,990 -2%
Wells Fargo
33
Wells Fargo
California
$7.49M +$549K +14,071 +8%
CCA
34
Clearwater Capital Advisors
Illinois
$7.26M +$682K +17,475 +10%
CIP
35
Capital Insight Partners
Arizona
$6.9M +$175K +4,476 +3%
US Bancorp
36
US Bancorp
Minnesota
$6.8M -$54.8K -1,405 -0.8%
Stifel Financial
37
Stifel Financial
Missouri
$6.71M +$1.1M +28,202 +20%
GIA
38
GHP Investment Advisors
Colorado
$6.5M -$164K -4,210 -2%
SSWG
39
Seven Springs Wealth Group
Tennessee
$6.49M -$21.6K -555 -0.3%
ACA
40
Atlas Capital Advisors
Wyoming
$6.4M +$1.88M +48,168 +42%
Northern Trust
41
Northern Trust
Illinois
$6.22M -$6.13M -157,090 -50%
SFP
42
Strategic Financial Planning
Texas
$6.05M +$171K +4,395 +3%
SP
43
Symmetry Partners
Connecticut
$5.89M
CMP
44
Courage Miller Partners
Virginia
$5.86M -$91.3K -2,342 -2%
TIM
45
Tortoise Investment Management
New York
$5.69M +$260K +6,657 +5%
AWM
46
Act Wealth Management
Texas
$5.57M -$203K -5,218 -4%
SFG
47
Sage Financial Group
Pennsylvania
$5.55M -$12.5K -320 -0.2%
CM
48
Columbus Macro
Pennsylvania
$5.42M -$735K -18,853 -12%
TYCC
49
Texas Yale Capital Corp
Florida
$5.34M +$124K +3,178 +2%
FC
50
Financial Consulate
Maryland
$5.33M +$137K +3,517 +3%

SCHC Hedge Fund Activity: Q1 2021 in Review

304 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q1 2021, worth a combined $2.46B — up 9.2% from $2.25B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SCHC positions and 21 closed out — a net gain of 17 holders — while 111 added to existing stakes and 97 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $47.3M. The largest seller was Tradewinds Capital Management, cutting an estimated $21.3M.

  • 304 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q1 2021, up from 289 in Q4 2020.
  • Funds reported $2.46B of Schwab International Small-Cap Equity ETF stock for Q1 2021, up 9.2% quarter-over-quarter.
  • 38 funds opened new Schwab International Small-Cap Equity ETF positions in Q1 2021 and 21 closed out, a net change of +17 holders.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q1 2021 was Charles Schwab Investment Advisory, an estimated $47.3M added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q1 2021 was Tradewinds Capital Management, an estimated $21.3M sold.

Based on aggregated 13F filings for Q1 2021.