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Schwab International Small-Cap Equity ETF
SCHC

330 hedge funds and large institutions have $2.75B invested in Schwab International Small-Cap Equity ETF in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 116 increasing their positions, 93 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 20

25% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 93

11% more funds holding in top 10

Funds holding in top 10: 18 → 20 (+2)

5% more funds holding

Funds holding: 315 → 330 (+15)

1% more capital invested

Capital invested by funds: $2.71B → $2.75B (+$33.4M)

0.77% less ownership

Funds ownership: 74.76% → 73.99% (-0.77%)

Holders
330
Holders Change
+15
Holders Change %
+4.76%
% of All Funds
5.78%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.35%
New
40
Increased
116
Reduced
93
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
+$42.1M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$8.92M
3
JFGLC
Johnson Financial Group LLC (Colorado)
Colorado
+$7.99M
4
MG
Mather Group
Illinois
+$6.24M
5
AA
Advisory Alpha
Michigan
+$4.91M

Top Sellers

Rank Fund Capital Flow
1
TCM
Tradewinds Capital Management
Washington
-$26.2M
2
CAI
Capital Advisors Inc
Oklahoma
-$12.2M
3
SFA
Sequoia Financial Advisors
Ohio
-$8.35M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$5.2M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
PS
26
Portfolio Solutions
Michigan
$9.24M -$523K -12,302 -5%
Jane Street
27
Jane Street
New York
$9.21M +$3.04M +71,453 +48%
SL
28
Systelligence LLC
Minnesota
$8.78M -$147K -3,460 -2%
PFM
29
Peak Financial Management
Massachusetts
$8.33M +$1.83K +43 +0%
CCA
30
Clearwater Capital Advisors
Illinois
$8.15M +$245K +5,774 +3%
CIP
31
Capital Insight Partners
Arizona
$8.12M +$462K +10,887 +6%
IA
32
IndexIQ Advisors
New York
$8.08M +$2.15M +50,606 +35%
BAMG
33
Brand Asset Management Group
Missouri
$7.97M -$51.1K -1,202 -0.6%
NCM
34
Northwest Capital Management
Oregon
$7.79M -$44.6K -1,050 -0.6%
Wells Fargo
35
Wells Fargo
California
$7.64M +$444K +10,445 +6%
GIA
36
GHP Investment Advisors
Colorado
$7.3M +$173K +4,070 +2%
Stifel Financial
37
Stifel Financial
Missouri
$7.21M +$78.2K +1,841 +1%
US Bancorp
38
US Bancorp
Minnesota
$7.03M -$66K -1,554 -0.9%
SSWG
39
Seven Springs Wealth Group
Tennessee
$6.49M -$154K -3,637 -2%
CST
40
Charles Schwab Trust
Nevada
$6.39M +$515K +12,117 +9%
SFP
41
Strategic Financial Planning
Texas
$6.38M +$138K +3,241 +2%
CM
42
Columbus Macro
Pennsylvania
$6.36M -$134K -3,146 -2%
SP
43
Symmetry Partners
Connecticut
$6.19M – – –
TIM
44
Tortoise Investment Management
New York
$6.16M +$108K +2,550 +2%
CMP
45
Courage Miller Partners
Virginia
$6.09M -$118K -2,775 -2%
FC
46
Financial Consulate
Maryland
$6.01M +$325K +7,641 +6%
AWM
47
Act Wealth Management
Texas
$6M – – –
TYCC
48
Texas Yale Capital Corp
Florida
$5.92M +$265K +6,245 +5%
BIA
49
Bell Investment Advisors
California
$5.84M +$5.98M +140,719 New
WCWM
50
Wooster Corthell Wealth Management
Connecticut
$5.42M +$126K +2,960 +2%
1
2
3 4 5

SCHC Hedge Fund Activity: Q3 2021 in Review

330 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q3 2021, worth a combined $2.75B — up 1.2% from $2.71B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new SCHC positions and 20 closed out — a net gain of 20 holders — while 116 added to existing stakes and 93 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $42.1M. The largest seller was Tradewinds Capital Management, cutting an estimated $26.2M.

  • 330 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q3 2021, up from 315 in Q2 2021.
  • Funds reported $2.75B of Schwab International Small-Cap Equity ETF stock for Q3 2021, up 1.2% quarter-over-quarter.
  • 40 funds opened new Schwab International Small-Cap Equity ETF positions in Q3 2021 and 20 closed out, a net change of +20 holders.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q3 2021 was Charles Schwab Investment Advisory, an estimated $42.1M added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q3 2021 was Tradewinds Capital Management, an estimated $26.2M sold.

Based on aggregated 13F filings for Q3 2021.