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Schwab International Small-Cap Equity ETF
SCHC

229 hedge funds and large institutions have $1.34B invested in Schwab International Small-Cap Equity ETF in 2018 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 95 increasing their positions, 50 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 30

90% more repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 50

33% more funds holding in top 10

Funds holding in top 10: 9 → 12 (+3)

19% more funds holding

Funds holding: 193 → 229 (+36)

10.64% more ownership

Funds ownership: 57.75% → 68.39% (+11%)

3% more capital invested

Capital invested by funds: $1.3B → $1.34B (+$44.7M)

Holders
229
Holders Change
+36
Holders Change %
+18.65%
% of All Funds
5.1%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.27%
New
66
Increased
95
Reduced
50
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
+$162M
2
TF
TIAA FSB
Florida
+$20.6M
3
SFA
Sequoia Financial Advisors
Ohio
+$16.2M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$11.3M
5
SFG
Sage Financial Group
Pennsylvania
+$11M

Top Sellers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
-$40.4M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$12M
3
Jane Street
Jane Street
New York
-$7.45M
4
BJ
Brouwer & Janachowski
California
-$4.82M
5
RIM
Redwood Investment Management
Arizona
-$2.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
MGIA
51
Moneta Group Investment Advisors
Missouri
$3.07M +$1.34M +41,918 +66%
TYCC
52
Texas Yale Capital Corp
Florida
$3.05M +$943K +29,616 +39%
VV
53
Valentine Ventures
Oregon
$2.99M +$3.27M +102,680 New
GAM
54
Gemmer Asset Management
California
$2.97M +$138K +4,334 +4%
VCM
55
Versant Capital Management
Arizona
$2.53M +$71.3K +2,240 +3%
CAI
56
Capital Advisors Inc
Oklahoma
$2.46M -$2.44M -76,609 -48%
BDF
57
Black Diamond Financial
Maryland
$2.4M +$2.77M +86,841 New
LCM
58
Leisure Capital Management
California
$2.4M +$143K +4,493 +6%
HCA
59
Horan Capital Advisors
Ohio
$2.35M +$2.57M +80,710 New
BC
60
Bartlett & Co
Ohio
$2.33M +$2.21M +69,415 +657%
BCWM
61
Bartlett & Co Wealth Management
Ohio
$2.33M +$2.21M +69,415 +657%
SBL
62
Sargent Bickham Lagudis
Colorado
$2.17M -$1.67M -52,442 -41%
AWM
63
Avior Wealth Management
Nebraska
$2.11M +$96.3K +3,023 +4%
CFMC
64
Curbstone Financial Management Corp
New Hampshire
$2.11M -$197K -6,200 -8%
Wells Fargo
65
Wells Fargo
California
$2.1M -$1.56K -49 -0.1%
OA
66
Opes Advisors
California
$2.03M +$2.22M +69,848 New
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$2.03M +$1.57M +49,383 +243%
SCM
68
SOL Capital Management
Maryland
$1.93M +$2.11M +66,390 New
UCFA
69
United Capital Financial Advisors
Texas
$1.92M +$171K +5,380 +9%
WCWM
70
Wooster Corthell Wealth Management
Connecticut
$1.92M -$192K -6,041 -8%
AA
71
Advisory Alpha
Michigan
$1.92M -$9.17K -288 -0.5%
NL
72
NKCFO LLC
Illinois
$1.91M +$2.09M +65,500 New
FCAG
73
First Capital Advisors Group
New Jersey
$1.83M +$2M +62,735 New
LTFS
74
Ladenburg Thalmann Financial Services
Florida
$1.71M +$6.97K +219 +0.4%
OFG
75
Omega Financial Group
California
$1.69M +$1.85M +58,127 New
1 2
3
4 5

SCHC Hedge Fund Activity: Q4 2018 in Review

229 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q4 2018, worth a combined $1.34B — up 3.4% from $1.3B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new SCHC positions and 30 closed out — a net gain of 36 holders — while 95 added to existing stakes and 50 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $162M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $40.4M.

  • 229 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q4 2018, up from 193 in Q3 2018.
  • Funds reported $1.34B of Schwab International Small-Cap Equity ETF stock for Q4 2018, up 3.4% quarter-over-quarter.
  • 66 funds opened new Schwab International Small-Cap Equity ETF positions in Q4 2018 and 30 closed out, a net change of +36 holders.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q4 2018 was Financial Engines Advisors, an estimated $162M added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q4 2018 was Charles Schwab Investment Advisory, an estimated $40.4M sold.

Based on aggregated 13F filings for Q4 2018.