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Schwab International Small-Cap Equity ETF
SCHC

Overview Fund Activity

181 hedge funds and large institutions have $1.24B invested in Schwab International Small-Cap Equity ETF in 2018 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 80 increasing their positions, 40 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+12
Holders Change %
+7.1%
% of All Funds
4.15%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.25%
New
26
Increased
80
Reduced
40
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$782M
2
EC
2
Estate Counselors
Wisconsin
$14.8M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$68.7M
4
Bank of America
4
Bank of America
North Carolina
$12.4M
5
RRC
5
Relaxing Retirement Coach
Massachusetts
$19.8M

Top Sellers

1
Jane Street
1
Jane Street
New York
$3.16M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.8M
3
TCM
3
Tradewinds Capital Management
Washington
$3.82M
4
MWM
4
Merriman Wealth Management
Washington
$0
5
BJ
5
Brouwer & Janachowski
California
$18.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
76
Empirical Wealth Management
Washington
$748K +$61.8K +1,694 +9%
SFG
77
Sage Financial Group
Pennsylvania
$717K +$1.31K +36 +0.2%
MGIA
78
Moneta Group Investment Advisors
Missouri
$696K +$304K +8,331 +78%
LSAG
79
Lake Street Advisors Group
New Hampshire
$670K – – –
BFPW
80
BOK Financial Private Wealth
Colorado
$649K -$35.5K -972 -5%
IAS
81
IMA Advisory Services
Colorado
$644K +$2.01K +55 +0.3%
IA
82
IFP Advisors
Florida
$642K – – –
Creative Planning
83
Creative Planning
Kansas
$620K +$32.8K +898 +6%
NDSI
84
Newman Dignan & Sheerar Inc
Rhode Island
$610K +$319K +8,606 +110%
FF
85
Friedenthal Financial
New Jersey
$609K -$16.3K -447 -3%
FBB
86
Fulton Breakefield Broenniman
Maryland
$567K +$151K +4,137 +36%
FMC
87
First Merchants Corp
Indiana
$554K +$154K +4,215 +38%
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$547K +$70.2K +1,922 +15%
BBPWM
89
Blue Bell Private Wealth Management
Pennsylvania
$536K +$9.99K +274 +2%
LJAC
90
L.J. Altfest & Co
New York
$517K +$237K +6,482 +84%
TIM
91
Tortoise Investment Management
New York
$515K +$165K +4,510 +47%
CM
92
Cornerstone Management
Georgia
$486K +$486K +13,324 New
LCM
93
Leisure Capital Management
California
$482K +$482K +13,201 New
VCP
94
Vista Capital Partners
Oregon
$453K +$3.14K +86 +0.7%
WLIM
95
White Lighthouse Investment Management
Massachusetts
$438K – – –
GAM
96
Garrison Asset Management
Arkansas
$432K – – –
BC
97
Bartlett & Co
Ohio
$418K – – –
AIP
98
Almanack Investment Partners
Pennsylvania
$418K +$418K +11,450 New
BCWM
99
Bartlett & Co Wealth Management
Ohio
$418K +$418K +11,447 New
BWA
100
BlueSky Wealth Advisors
North Carolina
$402K +$55.8K +1,529 +16%
2 3
4
5 6