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Schwab International Small-Cap Equity ETF

367 hedge funds and large institutions have $2.87B invested in Schwab International Small-Cap Equity ETF in 2021 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 168 increasing their positions, 68 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 68

114% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 35

11% more funds holding

Funds holding: 330367 (+37)

1.3% more ownership

Funds ownership: 73.99%75.29% (+1.3%)

5% more capital invested

Capital invested by funds: $2.75B → $2.87B (+$125M)

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

Holders
367
Holders Change
+37
Holders Change %
+11.21%
% of All Funds
5.65%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.31%
New
75
Increased
168
Reduced
68
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
26
Atlas Capital Advisors
Wyoming
$9.22M -$3.99M -95,561 -30%
PS
27
Portfolio Solutions
Michigan
$9.08M -$30.6K -734 -0.3%
CIP
28
Capital Insight Partners
Arizona
$8.7M +$710K +17,014 +9%
SL
29
Systelligence LLC
Minnesota
$8.62M -$36.7K -881 -0.4%
UBS Group
30
UBS Group
Switzerland
$8.21M +$4.92M +117,881 +142%
CCA
31
Clearwater Capital Advisors
Illinois
$8.2M +$167K +4,008 +2%
PFM
32
Peak Financial Management
Massachusetts
$8.18M -$27.1K -649 -0.3%
BAMG
33
Brand Asset Management Group
Missouri
$7.8M -$52.6K -1,261 -0.7%
JWM
34
JFG Wealth Management
Colorado
$7.73M +$3.02M +72,439 +62%
AA
35
Aire Advisors
California
$7.64M +$7.77M +186,380 New
GIA
36
GHP Investment Advisors
Colorado
$7.57M +$377K +9,044 +5%
Stifel Financial
37
Stifel Financial
Missouri
$7.33M +$219K +5,257 +3%
Cerity Partners
38
Cerity Partners
New York
$7.03M +$6.09M +146,107 +567%
Wells Fargo
39
Wells Fargo
California
$6.9M -$643K -15,414 -8%
MBFW
40
Morton Brown Family Wealth
Pennsylvania
$6.89M +$7.02M +168,357 New
US Bancorp
41
US Bancorp
Minnesota
$6.85M -$85.6K -2,052 -1%
AWM
42
Act Wealth Management
Texas
$6.73M +$849K +20,365 +14%
SSWG
43
Seven Springs Wealth Group
Tennessee
$6.36M -$35.4K -849 -0.5%
FWM
44
Fortress Wealth Management
California
$6.34M +$6.47M +155,024 New
SFP
45
Strategic Financial Planning
Texas
$6.3M +$10.7K +256 +0.2%
SP
46
Symmetry Partners
Connecticut
$6.12M
TIM
47
Tortoise Investment Management
New York
$6.11M +$39.3K +942 +0.6%
CMP
48
Courage Miller Partners
Virginia
$6.1M +$99.3K +2,380 +2%
HW
49
Hancock Whitney
Mississippi
$6.07M +$2.51M +60,204 +68%
CM
50
Columbus Macro
Pennsylvania
$6.05M -$227K -5,433 -4%

SCHC Hedge Fund Activity: Q4 2021 in Review

367 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q4 2021, worth a combined $2.87B — up 4.6% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new SCHC positions and 35 closed out — a net gain of 40 holders — while 168 added to existing stakes and 68 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $33.6M. The largest seller was Jane Street, exiting entirely with an estimated $9.21M sold.

  • 367 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q4 2021, up from 330 in Q3 2021.
  • Funds reported $2.87B of Schwab International Small-Cap Equity ETF stock for Q4 2021, up 4.6% quarter-over-quarter.
  • 75 funds opened new Schwab International Small-Cap Equity ETF positions in Q4 2021 and 35 closed out, a net change of +40 holders.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q4 2021 was Charles Schwab Investment Advisory, an estimated $33.6M added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q4 2021 was Jane Street, an estimated $9.21M sold.

Based on aggregated 13F filings for Q4 2021.