Schwab International Small-Cap Equity ETF
SCHC
371 hedge funds and large institutions have $2.58B invested in Schwab International Small-Cap Equity ETF in 2022 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 150 increasing their positions, 96 reducing their positions, and 20 closing their positions.
265% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 20
56% more repeat investments, than reductions
Existing positions increased: 150 | Existing positions reduced: 96
14% more capital invested
Capital invested by funds: $2.27B → $2.58B (+$313M)
14% more funds holding
Funds holding: 326 → 371 (+45)
8% more funds holding in top 10
Funds holding in top 10: 13 → 14 (+1)
0.97% less ownership
Funds ownership: 76.35% → 75.39% (-0.97%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$22.2M |
| 2 |
SC
Savant Capital
Rockford,
Illinois
|
+$16.6M |
| 3 |
JFGLC
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
+$12.2M |
| 4 |
RIM
Redwood Investment Management
Scottsdale,
Arizona
|
+$7.76M |
| 5 |
JWM
JFG Wealth Management
Denver,
Colorado
|
+$7.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MG
Mather Group
Chicago,
Illinois
|
-$101M |
| 2 |
Jane Street
New York
|
-$40.2M |
| 3 |
ML
McAdam LLC
Philadelphia,
Pennsylvania
|
-$5.57M |
| 4 |
PPW
Parcion Private Wealth
Bellevue,
Washington
|
-$4.24M |
| 5 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$3.67M |
SCHC Hedge Fund Activity: Q4 2022 in Review
371 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q4 2022, worth a combined $2.58B — up 14% from $2.27B a quarter earlier.
Buyers outnumbered sellers: 73 funds opened new SCHC positions and 20 closed out — a net gain of 53 holders — while 150 added to existing stakes and 96 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $22.2M. The largest seller was Mather Group, cutting an estimated $101M.
- 371 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q4 2022, up from 326 in Q3 2022.
- Funds reported $2.58B of Schwab International Small-Cap Equity ETF stock for Q4 2022, up 14% quarter-over-quarter.
- 73 funds opened new Schwab International Small-Cap Equity ETF positions in Q4 2022 and 20 closed out, a net change of +53 holders.
- The largest Schwab International Small-Cap Equity ETF buyer in Q4 2022 was Charles Schwab Investment Advisory, an estimated $22.2M added.
- The largest Schwab International Small-Cap Equity ETF seller in Q4 2022 was Mather Group, an estimated $101M sold.
Based on aggregated 13F filings for Q4 2022.