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Schwab International Small-Cap Equity ETF
SCHC

Overview Fund Activity

326 hedge funds and large institutions have $2.27B invested in Schwab International Small-Cap Equity ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 126 increasing their positions, 98 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
-29
Holders Change %
-8.17%
% of All Funds
5.64%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.22%
New
24
Increased
126
Reduced
98
Closed
51
Calls
–
Puts
$230K
Net Calls
-$230K
Net Calls Change
-$230K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.01B
2
Jane Street
2
Jane Street
New York
$56.6M
3
SWM
3
Southern Wealth Management
Texas
$19M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$69.8M
5
BHWM
5
Beaird Harris Wealth Management
Texas
$3.85M

Top Sellers

1
TF
1
TIAA FSB
Florida
$75.3M
2
SFA
2
Sequoia Financial Advisors
Ohio
$1.05M
3
JFGLC
3
Johnson Financial Group LLC (Colorado)
Colorado
$16.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$44.1M
5
JWM
5
JFG Wealth Management
Colorado
$2.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$6.91M +$737K +26,552 +12%
UBS Group
27
UBS Group
Switzerland
$6.89M -$344K -12,397 -5%
MWM
28
Mission Wealth Management
California
$6.51M -$13.5K -488 -0.2%
AWM
29
Act Wealth Management
Texas
$6.44M +$987K +35,571 +18%
MBFW
30
Morton Brown Family Wealth
Pennsylvania
$6.35M +$350K +12,625 +6%
CIP
31
Capital Insight Partners
Arizona
$5.87M -$15.9K -572 -0.3%
PA
32
Procyon Advisors
Connecticut
$5.86M -$207K -7,456 -3%
PFM
33
Peak Financial Management
Massachusetts
$5.85M +$206K +7,409 +4%
CCA
34
Clearwater Capital Advisors
Illinois
$5.85M +$408K +14,717 +8%
PS
35
Portfolio Solutions
Michigan
$5.78M -$112K -4,034 -2%
BAMG
36
Brand Asset Management Group
Missouri
$5.6M -$480K -17,297 -8%
PP
37
PrairieView Partners
Minnesota
$5.03M +$840K +30,283 +20%
Stifel Financial
38
Stifel Financial
Missouri
$4.93M -$60.7K -2,188 -1%
EWM
39
Empirical Wealth Management
Washington
$4.88M +$266K +9,569 +6%
PPW
40
Parcion Private Wealth
Washington
$4.78M -$2.89M -104,014 -38%
TFA
41
Transamerica Financial Advisors
Florida
$4.77M +$341K +12,286 +8%
KBFS
42
Kohmann Bosshard Financial Services
Ohio
$4.72M +$741K +26,715 +19%
OCM
43
One Capital Management
California
$4.53M +$294K +10,599 +7%
TIM
44
Tortoise Investment Management
New York
$4.49M +$156K +5,613 +4%
SP
45
Symmetry Partners
Connecticut
$4.35M – – –
CMP
46
Courage Miller Partners
Virginia
$4.34M +$81K +2,917 +2%
HW
47
Hancock Whitney
Mississippi
$4.33M +$1.02M +36,673 +31%
SFP
48
Strategic Financial Planning
Texas
$4.33M +$166K +5,983 +4%
FC
49
Financial Consulate
Maryland
$4.23M -$5.63K -203 -0.1%
WCWM
50
Wooster Corthell Wealth Management
Connecticut
$4.21M -$34.3K -1,237 -0.8%
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