Schwab International Small-Cap Equity ETF
SCHC
187 hedge funds and large institutions have $1.25B invested in Schwab International Small-Cap Equity ETF in 2018 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 74 increasing their positions, 49 reducing their positions, and 20 closing their positions.
51% more repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 49
30% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 20
3% more funds holding
Funds holding: 181 → 187 (+6)
1% more capital invested
Capital invested by funds: $1.24B → $1.25B (+$14.9M)
1.24% less ownership
Funds ownership: 63.17% → 61.93% (-1.2%)
27% less funds holding in top 10
Funds holding in top 10: 11 → 8 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$48.5M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$5.34M |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
+$4.31M |
| 4 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
+$4.11M |
| 5 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$2.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$16.3M |
| 2 |
BJ
Brouwer & Janachowski
Mill Valley,
California
|
-$11.3M |
| 3 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
-$3.81M |
| 4 |
Jane Street
New York
|
-$3.16M |
| 5 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
-$2.47M |
SCHC Hedge Fund Activity: Q2 2018 in Review
187 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q2 2018, worth a combined $1.25B — up 1.2% from $1.24B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new SCHC positions and 20 closed out — a net gain of 6 holders — while 74 added to existing stakes and 49 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $48.5M. The largest seller was Citadel Advisors, exiting entirely with an estimated $16.3M sold.
- 187 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q2 2018, up from 181 in Q1 2018.
- Funds reported $1.25B of Schwab International Small-Cap Equity ETF stock for Q2 2018, up 1.2% quarter-over-quarter.
- 26 funds opened new Schwab International Small-Cap Equity ETF positions in Q2 2018 and 20 closed out, a net change of +6 holders.
- The largest Schwab International Small-Cap Equity ETF buyer in Q2 2018 was Charles Schwab Investment Advisory, an estimated $48.5M added.
- The largest Schwab International Small-Cap Equity ETF seller in Q2 2018 was Citadel Advisors, an estimated $16.3M sold.
Based on aggregated 13F filings for Q2 2018.