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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
HSA
51
HBK Sorce Advisory
Pennsylvania
$5.73M +$145K +4,283 +3%
HW
52
Hancock Whitney
Mississippi
$5.71M +$123K +3,645 +2%
PCIA
53
Prime Capital Investment Advisors
Kansas
$5.71M +$5.71M +168,988 New
SP
54
Symmetry Partners
Connecticut
$5.63M
TFA
55
Transamerica Financial Advisors
Florida
$5.6M +$69.8K +2,065 +1%
CTC
56
Central Trust Company
Missouri
$5.5M +$276K +8,168 +5%
CMP
57
Courage Miller Partners
Virginia
$5.48M -$36.1K -1,067 -0.7%
OMC
58
Old Mission Capital
Illinois
$5.37M +$5.02M +148,473 +1,410%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$5.23M +$2.04M +60,219 +64%
Wells Fargo
60
Wells Fargo
California
$5.2M -$138K -4,080 -3%
SFP
61
Strategic Financial Planning
Texas
$5.17M -$144K -4,272 -3%
WCWM
62
Wooster Corthell Wealth Management
Connecticut
$5.08M +$12.7K +376 +0.3%
FC
63
Financial Consulate
Maryland
$5.06M -$61.6K -1,823 -1%
OCM
64
One Capital Management
California
$4.98M -$55.5K -1,640 -1%
KSWA
65
Kathleen S. Wright Associates
Pennsylvania
$4.98M +$10.4K +308 +0.2%
KBFS
66
Kohmann Bosshard Financial Services
Ohio
$4.97M -$343K -10,138 -6%
MWM
67
Merriman Wealth Management
Washington
$4.81M -$262K -7,760 -5%
MSFS
68
Main Street Financial Solutions
Pennsylvania
$4.69M +$250K +7,383 +6%
NHC
69
Nicholas Hoffman & Company
Georgia
$4.65M +$892K +26,375 +24%
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$4.61M -$31.9K -944 -0.7%
CCA
71
Clearwater Capital Advisors
Illinois
$4.57M +$24.6K +727 +0.5%
HighTower Advisors
72
HighTower Advisors
Illinois
$4.51M -$442K -13,082 -9%
SSWG
73
Seven Springs Wealth Group
Tennessee
$4.5M -$120K -3,538 -3%
PIMG
74
Patriot Investment Management Group
Tennessee
$4.43M +$69.1K +2,043 +2%
CCM
75
Coldstream Capital Management
Washington
$4.34M +$252K +7,439 +6%

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.