We are live on ! Find out more
SCHC icon

Schwab International Small-Cap Equity ETF

390 hedge funds and large institutions have $3.04B invested in Schwab International Small-Cap Equity ETF in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 121 increasing their positions, 157 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 35

0% less funds holding

Funds holding: 391390 (-1)

1% less capital invested

Capital invested by funds: $3.07B → $3.04B (-$33.5M)

5.71% less ownership

Funds ownership: 79.55%73.84% (-5.7%)

23% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 157

27% less funds holding in top 10

Funds holding in top 10: 1511 (-4)

Holders
390
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
5.62%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.16%
New
35
Increased
121
Reduced
157
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
51
Transamerica Financial Advisors
Florida
$6.34M +$467K +13,577 +8%
MIC
52
Means Investment Company
Maine
$6.26M +$1.18M +34,253 +24%
HighTower Advisors
53
HighTower Advisors
Illinois
$6.15M -$40.8K -1,185 -0.7%
WCWM
54
Wooster Corthell Wealth Management
Connecticut
$5.9M +$82.3K +2,393 +1%
FC
55
Financial Consulate
Maryland
$5.71M +$95.3K +2,770 +2%
PCIA
56
Prime Capital Investment Advisors
Kansas
$5.61M -$97.9K -2,847 -2%
CCA
57
Clearwater Capital Advisors
Illinois
$5.37M +$197K +5,721 +4%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$5.35M -$70.1K -2,037 -1%
MSFS
59
Main Street Financial Solutions
Pennsylvania
$5.25M +$228K +6,629 +5%
Wells Fargo
60
Wells Fargo
California
$5.2M +$52.8K +1,534 +1%
RF
61
Robinswood Financial
Washington
$5.01M -$1.38M -39,998 -22%
CCM
62
Coldstream Capital Management
Washington
$5M -$103K -3,008 -2%
KSWA
63
Kathleen S. Wright Associates
Pennsylvania
$4.98M -$82.5K -2,398 -2%
AA
64
Advisory Alpha
Michigan
$4.9M -$40.2M -1,169,425 -90%
Citadel Advisors
65
Citadel Advisors
Florida
$4.89M -$8.79M -255,497 -65%
HW
66
Hancock Whitney
Mississippi
$4.84M -$1.45M -42,142 -24%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$4.82M -$1.35M -39,125 -23%
SSWG
68
Seven Springs Wealth Group
Tennessee
$4.7M -$54K -1,570 -1%
CAN
69
Cetera Advisor Networks
California
$4.55M +$99.6K +2,896 +2%
KBFS
70
Kohmann Bosshard Financial Services
Ohio
$4.51M -$403K -11,711 -9%
CTC
71
Central Trust Company
Missouri
$4.34M -$363K -10,543 -8%
SP
72
Symmetry Partners
Connecticut
$4.28M -$566K -16,457 -12%
PWM
73
Perigon Wealth Management
California
$4.26M +$280K +8,134 +7%
WPC
74
Wedmont Private Capital
Pennsylvania
$4M +$550 +16 +0%
BF
75
Brooklyn FI
New York
$3.94M -$14.9K -433 -0.4%

SCHC Hedge Fund Activity: Q1 2024 in Review

390 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q1 2024, worth a combined $3.04B — down 1.1% from $3.07B a quarter earlier.

Fund positioning in SCHC was balanced in Q1 2024: 35 funds opened new positions, 35 closed out, 121 added to existing stakes and 157 trimmed.

The largest buyer was State Street, opening a new position worth an estimated $56.6M. The largest seller was Cerity Partners, cutting an estimated $116M.

  • 390 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q1 2024, down from 391 in Q4 2023.
  • Funds reported $3.04B of Schwab International Small-Cap Equity ETF stock for Q1 2024, down 1.1% quarter-over-quarter.
  • 35 funds opened new Schwab International Small-Cap Equity ETF positions in Q1 2024 and 35 closed out, a net change of 0 holders.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q1 2024 was State Street, an estimated $56.6M added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q1 2024 was Cerity Partners, an estimated $116M sold.

Based on aggregated 13F filings for Q1 2024.