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Schwab International Small-Cap Equity ETF
SCHC

249 hedge funds and large institutions have $1.49B invested in Schwab International Small-Cap Equity ETF in 2019 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 101 increasing their positions, 84 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 15

20% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 84

13% more capital invested

Capital invested by funds: $1.33B → $1.49B (+$170M)

3.13% more ownership

Funds ownership: 63.48% → 66.62% (+3.1%)

2% more funds holding

Funds holding: 243 → 249 (+6)

23% less funds holding in top 10

Funds holding in top 10: 13 → 10 (-3)

Holders
249
Holders Change
+6
Holders Change %
+2.47%
% of All Funds
5.41%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.22%
New
22
Increased
101
Reduced
84
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$68.9M
2
CSIA
Charles Schwab Investment Advisory
California
+$31.8M
3
IA
IndexIQ Advisors
New York
+$27.2M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$22.5M
5
Citadel Advisors
Citadel Advisors
Florida
+$4.54M

Top Sellers

1
TYCC
Texas Yale Capital Corp
Florida
-$3.49M
2
LCM
Leisure Capital Management
California
-$3.3M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.14M
4
GAM
Gemmer Asset Management
California
-$2.64M
5
RRWA
Rainey & Randall Wealth Advisors
Florida
-$2.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
51
Transamerica Financial Advisors
Florida
$3.23M +$2.78M +85,890 +657%
PIMG
52
Patriot Investment Management Group
Tennessee
$3.11M +$50.5K +1,557 +2%
WCWM
53
Wooster Corthell Wealth Management
Connecticut
$2.61M +$33.8K +1,042 +1%
AA
54
Advisory Alpha
Michigan
$2.51M +$16.3K +503 +0.7%
MGIA
55
Moneta Group Investment Advisors
Missouri
$2.51M -$1.32M -40,649 -35%
AWM
56
Avior Wealth Management
Nebraska
$2.45M +$18.6K +574 +0.8%
BDF
57
Black Diamond Financial
Maryland
$2.44M +$134K +4,135 +6%
TIM
58
Tortoise Investment Management
New York
$2.4M +$990K +30,528 +71%
VCM
59
Versant Capital Management
Arizona
$2.31M -$354K -10,921 -13%
SCM
60
SOL Capital Management
Maryland
$2.28M -$98.9K -3,050 -4%
EK
61
Evensky & Katz
Florida
$2.27M +$99.9K +3,081 +5%
CFMC
62
Curbstone Financial Management Corp
New Hampshire
$2.26M -$56.7K -1,750 -2%
PFG
63
Pacific Financial Group
Washington
$2.2M +$648 +20 +0%
OFG
64
Omega Financial Group
California
$2.19M +$173K +5,339 +9%
BAMG
65
Brand Asset Management Group
Missouri
$2.16M +$105K +3,229 +5%
NL
66
NKCFO LLC
Illinois
$2.14M – – –
HCA
67
Horan Capital Advisors
Ohio
$2.04M -$270K -8,316 -12%
WPA
68
West Paces Advisors
Georgia
$1.98M -$13.4K -412 -0.7%
EWM
69
Elmwood Wealth Management
California
$1.73M +$197K +6,090 +13%
UCFA
70
United Capital Financial Advisors
Texas
$1.72M +$368K +11,350 +27%
MAS
71
Managed Account Services
Florida
$1.71M +$10.8K +333 +0.6%
CWM
72
Cabot Wealth Management
Massachusetts
$1.69M -$32.4K -998 -2%
UBS Group
73
UBS Group
Switzerland
$1.68M +$42.9K +1,322 +3%
SWM
74
Shakespeare Wealth Management
Wisconsin
$1.66M -$26.4K -814 -2%
Wells Fargo
75
Wells Fargo
California
$1.59M -$160K -4,947 -9%
1 2
3
4 5

SCHC Hedge Fund Activity: Q2 2019 in Review

249 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q2 2019, worth a combined $1.49B — up 13% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SCHC positions and 15 closed out — a net gain of 7 holders — while 101 added to existing stakes and 84 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $68.9M. The largest seller was Texas Yale Capital Corp, cutting an estimated $3.49M.

  • 249 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q2 2019, up from 243 in Q1 2019.
  • Funds reported $1.49B of Schwab International Small-Cap Equity ETF stock for Q2 2019, up 13% quarter-over-quarter.
  • 22 funds opened new Schwab International Small-Cap Equity ETF positions in Q2 2019 and 15 closed out, a net change of +7 holders.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q2 2019 was PNC Financial Services Group, an estimated $68.9M added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q2 2019 was Texas Yale Capital Corp, an estimated $3.49M sold.

Based on aggregated 13F filings for Q2 2019.