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Schwab International Small-Cap Equity ETF

371 hedge funds and large institutions have $2.83B invested in Schwab International Small-Cap Equity ETF in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 140 increasing their positions, 129 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

9% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 129

3% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 31

1% more capital invested

Capital invested by funds: $2.79B → $2.83B (+$32M)

0.16% more ownership

Funds ownership: 75.42%75.58% (+0.16%)

1% less funds holding

Funds holding: 373371 (-2)

Holders
371
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
5.83%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.25%
New
32
Increased
140
Reduced
129
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VT
26
Vise Technologies
New York
$11.4M +$9.23K +273 +0.1%
JWM
27
JFG Wealth Management
Colorado
$11.3M -$882K -26,068 -7%
MBFW
28
Morton Brown Family Wealth
Pennsylvania
$10.9M +$1.23M +36,397 +13%
EWM
29
Empirical Wealth Management
Washington
$10.7M +$4.36M +129,044 +68%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$9.85M +$8.86M +262,058 +1,186%
RIM
31
Redwood Investment Management
Arizona
$9.48M
AWM
32
Act Wealth Management
Texas
$8.68M +$481K +14,236 +6%
ACA
33
Atlas Capital Advisors
Wyoming
$8.58M -$474K -14,024 -5%
RF
34
Robinswood Financial
Washington
$8.35M +$8.36M +247,199 New
CIP
35
Capital Insight Partners
Arizona
$7.46M +$112K +3,312 +2%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$7.39M -$106K -3,136 -1%
NYLIM
37
New York Life Investment Management
New York
$7.33M +$7.34M +216,963 New
VNA
38
Valley National Advisers
Pennsylvania
$7.24M +$322K +9,517 +5%
PFM
39
Peak Financial Management
Massachusetts
$7.13M +$22.6K +669 +0.3%
Jones Financial Companies
40
Jones Financial Companies
Missouri
$7.01M -$71.9K -2,126 -1%
CST
41
Charles Schwab Trust
Nevada
$6.88M +$267K +7,893 +4%
MWM
42
Mission Wealth Management
California
$6.84M -$392K -11,583 -5%
WPA
43
West Paces Advisors
Georgia
$6.54M -$480K -14,181 -7%
BHWM
44
Beaird Harris Wealth Management
Texas
$6.37M -$131K -3,884 -2%
PP
45
PrairieView Partners
Minnesota
$6.19M -$255K -7,549 -4%
VA
46
Valmark Advisers
Ohio
$6.16M +$4.27M +126,261 +225%
IWC
47
Integrated Wealth Concepts
Massachusetts
$6.15M +$347K +10,273 +6%
BAMG
48
Brand Asset Management Group
Missouri
$5.96M -$167K -4,936 -3%
TIM
49
Tortoise Investment Management
New York
$5.91M +$131K +3,887 +2%
BIA
50
Bell Investment Advisors
California
$5.88M -$11.4K -337 -0.2%

SCHC Hedge Fund Activity: Q2 2023 in Review

371 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q2 2023, worth a combined $2.83B — up 1.1% from $2.79B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SCHC positions and 31 closed out — a net gain of 1 holder — while 140 added to existing stakes and 129 trimmed.

The largest buyer was Jane Street, adding an estimated $80.8M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $74.8M.

  • 371 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q2 2023, down from 373 in Q1 2023.
  • Funds reported $2.83B of Schwab International Small-Cap Equity ETF stock for Q2 2023, up 1.1% quarter-over-quarter.
  • 32 funds opened new Schwab International Small-Cap Equity ETF positions in Q2 2023 and 31 closed out, a net change of +1 holder.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q2 2023 was Jane Street, an estimated $80.8M added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q2 2023 was Wealth Enhancement Advisory Services, an estimated $74.8M sold.

Based on aggregated 13F filings for Q2 2023.