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Schwab International Small-Cap Equity ETF
SCHC

Overview Fund Activity

100 hedge funds and large institutions have $418M invested in Schwab International Small-Cap Equity ETF in 2016 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 37 increasing their positions, 34 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
+3
Holders Change %
+3.09%
% of All Funds
2.67%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.13%
New
9
Increased
37
Reduced
34
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$275M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$22.2M
3
BJ
3
Brouwer & Janachowski
California
$15M
4
BlackRock
4
BlackRock
New York
$14.2M
5
SFA
5
Sequoia Financial Advisors
Ohio
$2.23M

Top Sellers

1
Jane Street
1
Jane Street
New York
$8.91M
2
OMC
2
Old Mission Capital
Illinois
$295K
3
RPGK
3
Retirement Planning Group (Kansas)
Kansas
$5.44M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$109K
5
PS
5
Portfolio Solutions
Michigan
$209K
Name Holding Trade Value Shares
Change 		Shares
Change %
Chevy Chase Trust
76
Chevy Chase Trust
Maryland
$79K -$2.49K -80 -3%
FANJ
77
Financial Architects (New Jersey)
New Jersey
$79K +$955 +31 +1%
AF
78
Allworth Financial
California
$77K -$19.1K -620 -20%
CWM
79
Concert Wealth Management
California
$76K +$76K +2,509 New
DPA
80
Delphi Private Advisors
California
$71K – – –
PWM
81
Perigon Wealth Management
California
$62K -$53K -1,704 -46%
CDIA
82
Capital Directions Investment Advisors
Georgia
$45K – – –
Wells Fargo
83
Wells Fargo
California
$33K +$24.6K +796 +292%
S
84
SignatureFD
Georgia
$31K -$105K -3,399 -77%
JWA
85
JFS Wealth Advisors
Pennsylvania
$31K -$61.4K -1,980 -66%
JFA
86
JNBA Financial Advisors
Minnesota
$31K +$31K +1,003 New
MFS
87
MSI Financial Services
Massachusetts
$28K – – –
AA
88
Apriem Advisors
California
$22K – – –
IWM
89
Integrated Wealth Management
California
$10K -$17K -572 -63%
VIA
90
Vantage Investment Advisors
Pennsylvania
$6K – – –
TCM
91
Tradewinds Capital Management
Washington
$2K -$575 -21 -22%
TFA
92
Transamerica Financial Advisors
Florida
$1K – – –
BAM
93
Barrett Asset Management
New York
$1K – – –
GWM
94
Geneos Wealth Management
Colorado
$1K – – –
RCA
95
Rowland Carmichael Advisors
Arizona
$1K – – –
SWA
96
Sutton Wealth Advisors
Florida
$340 – – –
SBL
97
Sargent Bickham Lagudis
Colorado
$61 -$4 -122 -6%
BL
98
BCWM LLC
Kansas
– -$242K -8,390 Closed
MSFP
99
Mark Sheptoff Financial Planning
Connecticut
– -$44K -1,523 Closed
SIM
100
Sonora Investment Management
Arizona
– -$4.98K -173 Closed
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4
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