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Schwab International Small-Cap Equity ETF
SCHC

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

29% more repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 98

0.75% more ownership

Funds ownership: 75.6% → 76.35% (+0.75%)

7% less capital invested

Capital invested by funds: $2.44B → $2.27B (-$175M)

8% less funds holding

Funds holding: 355 → 326 (-29)

32% less funds holding in top 10

Funds holding in top 10: 19 → 13 (-6)

53% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 51

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $230K

Holders
326
Holders Change
-29
Holders Change %
-8.17%
% of All Funds
5.62%
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
Charles Schwab Investment Advisory
California
+$64.4M
2
Jane Street
Jane Street
New York
+$59.7M
3
SWM
Southern Wealth Management
Texas
+$10.7M
4
BHWM
Beaird Harris Wealth Management
Texas
+$3.63M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$3.6M

Top Sellers

1
TF
TIAA FSB
Florida
-$16.4M
2
SFA
Sequoia Financial Advisors
Ohio
-$8.56M
3
JFGLC
Johnson Financial Group LLC (Colorado)
Colorado
-$6.91M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.56M
5
JWM
JFG Wealth Management
Colorado
-$5.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$6.91M +$836K +26,552 +12%
UBS Group
27
UBS Group
Switzerland
$6.89M -$391K -12,397 -5%
MWM
28
Mission Wealth Management
California
$6.51M -$15.4K -488 -0.2%
AWM
29
Act Wealth Management
Texas
$6.44M +$1.12M +35,571 +18%
MBFW
30
Morton Brown Family Wealth
Pennsylvania
$6.35M +$398K +12,625 +6%
CIP
31
Capital Insight Partners
Arizona
$5.87M -$18K -572 -0.3%
PA
32
Procyon Advisors
Connecticut
$5.86M -$235K -7,456 -3%
PFM
33
Peak Financial Management
Massachusetts
$5.85M +$233K +7,409 +4%
CCA
34
Clearwater Capital Advisors
Illinois
$5.85M +$464K +14,717 +8%
PS
35
Portfolio Solutions
Michigan
$5.78M -$127K -4,034 -2%
BAMG
36
Brand Asset Management Group
Missouri
$5.6M -$545K -17,297 -8%
PP
37
PrairieView Partners
Minnesota
$5.03M +$954K +30,283 +20%
Stifel Financial
38
Stifel Financial
Missouri
$4.93M -$68.9K -2,188 -1%
EWM
39
Empirical Wealth Management
Washington
$4.88M +$301K +9,569 +6%
PPW
40
Parcion Private Wealth
Washington
$4.78M -$3.28M -104,014 -38%
TFA
41
Transamerica Financial Advisors
Florida
$4.77M +$387K +12,286 +8%
KBFS
42
Kohmann Bosshard Financial Services
Ohio
$4.72M +$842K +26,715 +19%
OCM
43
One Capital Management
California
$4.53M +$334K +10,599 +7%
TIM
44
Tortoise Investment Management
New York
$4.49M +$177K +5,613 +4%
SP
45
Symmetry Partners
Connecticut
$4.35M – – –
CMP
46
Courage Miller Partners
Virginia
$4.34M +$91.9K +2,917 +2%
HW
47
Hancock Whitney
Mississippi
$4.33M +$1.16M +36,673 +31%
SFP
48
Strategic Financial Planning
Texas
$4.33M +$188K +5,983 +4%
FC
49
Financial Consulate
Maryland
$4.23M -$6.39K -203 -0.1%
WCWM
50
Wooster Corthell Wealth Management
Connecticut
$4.21M -$39K -1,237 -0.8%
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SCHC Hedge Fund Activity: Q3 2022 in Review

326 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q3 2022, worth a combined $2.27B — down 7.2% from $2.44B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of SCHC and 24 opened new positions — a net loss of 27 holders — while 98 trimmed existing stakes and 126 added.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $64.4M. The largest seller was TIAA FSB, cutting an estimated $16.4M.

  • 326 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q3 2022, down from 355 in Q2 2022.
  • Funds reported $2.27B of Schwab International Small-Cap Equity ETF stock for Q3 2022, down 7.2% quarter-over-quarter.
  • 24 funds opened new Schwab International Small-Cap Equity ETF positions in Q3 2022 and 51 closed out, a net change of -27 holders.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q3 2022 was Charles Schwab Investment Advisory, an estimated $64.4M added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q3 2022 was TIAA FSB, an estimated $16.4M sold.

Based on aggregated 13F filings for Q3 2022.