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Schwab International Small-Cap Equity ETF

421 hedge funds and large institutions have $1.99B invested in Schwab International Small-Cap Equity ETF in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 166 increasing their positions, 117 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 30

42% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 117

24% more capital invested

Capital invested by funds: $1.61B → $1.99B (+$380M)

7% more funds holding

Funds holding: 392421 (+29)

1.26% more ownership

Funds ownership: 37.46%38.72% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

Holders
421
Holders Change
+29
Holders Change %
+7.4%
% of All Funds
5.55%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
67
Increased
166
Reduced
117
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
51
Transamerica Financial Advisors
Florida
$5.98M -$61.9K -1,700 -1%
SA
52
Stewardship Advisors
Pennsylvania
$5.88M +$1.4M +38,507 +29%
MWM
53
Mission Wealth Management
California
$5.77M -$334K -9,158 -5%
FC
54
Financial Consulate
Maryland
$5.68M +$75.2K +2,063 +1%
PP
55
PrairieView Partners
Minnesota
$5.65M -$364K -10,003 -6%
BHWM
56
Beaird Harris Wealth Management
Texas
$5.43M -$21.7K -596 -0.4%
VNA
57
Valley National Advisers
Pennsylvania
$5.42M +$16.5K +454 +0.3%
Wells Fargo
58
Wells Fargo
California
$5.35M +$135K +3,700 +2%
MGIA
59
Moneta Group Investment Advisors
Missouri
$5.3M -$21.9K -600 -0.4%
PWM
60
Perigon Wealth Management
California
$5.18M +$853K +23,422 +18%
PCIA
61
Prime Capital Investment Advisors
Kansas
$4.96M -$49.3K -1,353 -0.9%
HW
62
Hancock Whitney
Mississippi
$4.81M +$57.1K +1,567 +1%
WPC
63
Wedmont Private Capital
Pennsylvania
$4.8M +$1.05M +28,957 +26%
KSWA
64
Kathleen S. Wright Associates
Pennsylvania
$4.63M -$366K -10,049 -7%
CCM
65
Coldstream Capital Management
Washington
$4.62M +$8.85K +243 +0.2%
VA
66
Valmark Advisers
Ohio
$4.6M -$259K -7,096 -5%
RF
67
Robinswood Financial
Washington
$4.34M +$51.1K +1,403 +1%
MHS
68
M Holdings Securities
Oregon
$4.27M +$4.53M +124,363 New
Fidelity Investments
69
Fidelity Investments
Massachusetts
$4.14M +$925K +25,390 +27%
BF
70
Brucke Financial
Indiana
$4.09M +$4.23M +116,076 New
LA
71
LPF Advisors
Florida
$3.89M +$178K +4,888 +5%
OMC
72
Old Mission Capital
Illinois
$3.85M +$2.64M +72,553 +183%
SSWG
73
Seven Springs Wealth Group
Tennessee
$3.83M +$7.54K +207 +0.2%
EFS
74
Econ Financial Services
Pennsylvania
$3.63M +$3.85M +105,807 New
KW
75
Keyvantage Wealth
Pennsylvania
$3.54M +$3.76M +103,238 New

SCHC Hedge Fund Activity: Q4 2024 in Review

421 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q4 2024, worth a combined $1.99B — up 24% from $1.61B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new SCHC positions and 30 closed out — a net gain of 37 holders — while 166 added to existing stakes and 117 trimmed.

The largest buyer was BlackRock, adding an estimated $32.1M. The largest seller was Savant Capital, cutting an estimated $12M.

  • 421 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q4 2024, up from 392 in Q3 2024.
  • Funds reported $1.99B of Schwab International Small-Cap Equity ETF stock for Q4 2024, up 24% quarter-over-quarter.
  • 67 funds opened new Schwab International Small-Cap Equity ETF positions in Q4 2024 and 30 closed out, a net change of +37 holders.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q4 2024 was BlackRock, an estimated $32.1M added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q4 2024 was Savant Capital, an estimated $12M sold.

Based on aggregated 13F filings for Q4 2024.