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Schwab International Small-Cap Equity ETF

392 hedge funds and large institutions have $1.61B invested in Schwab International Small-Cap Equity ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 139 increasing their positions, 152 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 23

2% more funds holding

Funds holding: 383392 (+9)

9% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 152

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

37.29% less ownership

Funds ownership: 74.75%37.46% (-37%)

47% less capital invested

Capital invested by funds: $3.04B → $1.61B (-$1.43B)

Holders
392
Holders Change
+9
Holders Change %
+2.35%
% of All Funds
5.63%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.14%
New
34
Increased
139
Reduced
152
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FC
51
Financial Consulate
Maryland
$6.29M +$137K +3,725 +2%
MSFS
52
Main Street Financial Solutions
Pennsylvania
$6.25M +$158K +4,285 +3%
BHWM
53
Beaird Harris Wealth Management
Texas
$6.12M -$224K -6,079 -4%
PA
54
Procyon Advisors
Connecticut
$6.11M +$96.4K +2,617 +2%
VNA
55
Valley National Advisers
Pennsylvania
$6.06M -$3.43M -93,172 -37%
MGIA
56
Moneta Group Investment Advisors
Missouri
$5.97M -$792K -21,502 -12%
Wells Fargo
57
Wells Fargo
California
$5.86M +$364K +9,890 +7%
PCIA
58
Prime Capital Investment Advisors
Kansas
$5.62M -$24.6K -669 -0.5%
KSWA
59
Kathleen S. Wright Associates
Pennsylvania
$5.58M +$251K +6,807 +5%
VA
60
Valmark Advisers
Ohio
$5.43M -$155K -4,222 -3%
HW
61
Hancock Whitney
Mississippi
$5.34M +$142K +3,865 +3%
CCM
62
Coldstream Capital Management
Washington
$5.17M -$36.4K -989 -0.7%
SA
63
Stewardship Advisors
Pennsylvania
$5.12M +$4.89M +132,848 New
PWM
64
Perigon Wealth Management
California
$4.92M +$210K +5,716 +5%
RF
65
Robinswood Financial
Washington
$4.82M -$267K -7,264 -5%
MBFW
66
Morton Brown Family Wealth
Pennsylvania
$4.42M -$6.55M -177,768 -61%
SSWG
67
Seven Springs Wealth Group
Tennessee
$4.29M -$625K -16,968 -13%
WPC
68
Wedmont Private Capital
Pennsylvania
$4.29M +$61.5K +1,671 +1%
LA
69
LPF Advisors
Florida
$4.18M +$105K +2,858 +3%
KBFS
70
Kohmann Bosshard Financial Services
Ohio
$4.11M +$12K +326 +0.3%
EFG
71
Embree Financial Group
Illinois
$3.85M +$221K +5,994 +6%
BIA
72
Bell Investment Advisors
California
$3.78M +$25.3K +686 +0.7%
ULWM
73
Upper Left Wealth Management
Florida
$3.75M +$674K +18,309 +23%
PIMG
74
Patriot Investment Management Group
Tennessee
$3.72M -$57.7K -1,566 -2%
ECM
75
Evergreen Capital Management
Washington
$3.67M -$4.79K -130 -0.1%

SCHC Hedge Fund Activity: Q3 2024 in Review

392 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q3 2024, worth a combined $1.61B — down 47% from $3.04B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new SCHC positions and 23 closed out — a net gain of 11 holders — while 139 added to existing stakes and 152 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $8.85M. The largest seller was Charles Schwab, exiting entirely with an estimated $1.41B sold.

  • 392 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q3 2024, up from 383 in Q2 2024.
  • Funds reported $1.61B of Schwab International Small-Cap Equity ETF stock for Q3 2024, down 47% quarter-over-quarter.
  • 34 funds opened new Schwab International Small-Cap Equity ETF positions in Q3 2024 and 23 closed out, a net change of +11 holders.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q3 2024 was PNC Financial Services Group, an estimated $8.85M added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q3 2024 was Charles Schwab, an estimated $1.41B sold.

Based on aggregated 13F filings for Q3 2024.