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Schwab International Small-Cap Equity ETF

421 hedge funds and large institutions have $1.99B invested in Schwab International Small-Cap Equity ETF in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 166 increasing their positions, 117 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 30

42% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 117

24% more capital invested

Capital invested by funds: $1.61B → $1.99B (+$380M)

7% more funds holding

Funds holding: 392421 (+29)

1.26% more ownership

Funds ownership: 37.46%38.72% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

Holders
421
Holders Change
+29
Holders Change %
+7.4%
% of All Funds
5.55%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
67
Increased
166
Reduced
117
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
26
JFG Wealth Management
Colorado
$12.4M -$850K -23,335 -6%
CST
27
Charles Schwab Trust
Nevada
$11.9M +$977K +26,818 +8%
TIM
28
Tortoise Investment Management
New York
$11M +$678K +18,623 +6%
WCFP
29
White & Co Financial Planning
Washington
$9.68M +$10.3M +281,911 New
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$9.56M -$1.55M -42,634 -13%
NHC
31
Nicholas Hoffman & Company
Georgia
$9.02M +$845K +23,201 +10%
Morgan Stanley
32
Morgan Stanley
New York
$8.38M -$586K -16,090 -6%
RIM
33
Redwood Investment Management
Arizona
$7.82M
ACA
34
Atlas Capital Advisors
Wyoming
$7.61M -$348K -9,539 -4%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$7.42M +$1.24M +33,908 +19%
CIP
36
Capital Insight Partners
Arizona
$7.4M -$1.12M -30,643 -12%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$7.36M +$7.81M +214,294 New
WPA
38
West Paces Advisors
Georgia
$6.9M +$40.1K +1,101 +0.6%
RWM
39
Rialto Wealth Management
New York
$6.83M +$7.25M +198,912 New
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$6.66M +$905K +24,830 +15%
BAMG
41
Brand Asset Management Group
Missouri
$6.5M +$157K +4,313 +2%
SFP
42
Strategic Financial Planning
Texas
$6.47M -$25.8K -709 -0.4%
LPL Financial
43
LPL Financial
California
$6.45M -$616K -16,907 -8%
PA
44
Procyon Advisors
Connecticut
$6.35M +$965K +26,493 +17%
OCM
45
One Capital Management
California
$6.25M -$868K -23,832 -12%
CCA
46
Clearwater Capital Advisors
Illinois
$6.21M +$536K +14,718 +9%
CMP
47
Courage Miller Partners
Virginia
$6.17M +$47.3K +1,299 +0.7%
MSFS
48
Main Street Financial Solutions
Pennsylvania
$6.11M +$583K +15,996 +10%
HighTower Advisors
49
HighTower Advisors
Illinois
$6.06M +$40.7K +1,118 +0.6%
WCWM
50
Wooster Corthell Wealth Management
Connecticut
$6M +$235K +6,454 +4%

SCHC Hedge Fund Activity: Q4 2024 in Review

421 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q4 2024, worth a combined $1.99B — up 24% from $1.61B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new SCHC positions and 30 closed out — a net gain of 37 holders — while 166 added to existing stakes and 117 trimmed.

The largest buyer was BlackRock, adding an estimated $32.1M. The largest seller was Savant Capital, cutting an estimated $12M.

  • 421 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q4 2024, up from 392 in Q3 2024.
  • Funds reported $1.99B of Schwab International Small-Cap Equity ETF stock for Q4 2024, up 24% quarter-over-quarter.
  • 67 funds opened new Schwab International Small-Cap Equity ETF positions in Q4 2024 and 30 closed out, a net change of +37 holders.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q4 2024 was BlackRock, an estimated $32.1M added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q4 2024 was Savant Capital, an estimated $12M sold.

Based on aggregated 13F filings for Q4 2024.