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Schwab International Small-Cap Equity ETF
SCHC

Overview Fund Activity

193 hedge funds and large institutions have $1.3B invested in Schwab International Small-Cap Equity ETF in 2018 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 78 increasing their positions, 43 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+6
Holders Change %
+3.21%
% of All Funds
4.42%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.21%
New
29
Increased
78
Reduced
43
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$854M
2
Citadel Advisors
Citadel Advisors
Florida
$14M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$72.4M
4
Jane Street
Jane Street
New York
$7.45M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.91M

Top Sellers

1
LTFS
Ladenburg Thalmann Financial Services
Florida
$2.09M
2
MCIA
Mountain Capital Investment Advisors
Colorado
$0
3
Bank of America
Bank of America
North Carolina
$9.34M
4
Wells Fargo
Wells Fargo
California
$2.58M
5
UBS Group
UBS Group
Switzerland
$1.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
ADL
76
Asset Dedication LLC
California
$804K -$24.5K -688 -3%
IA
77
IFP Advisors
Florida
$759K +$98.2K +2,754 +15%
APG
78
Abacus Planning Group
South Carolina
$758K +$11.4K +321 +2%
SFG
79
Sage Financial Group
Pennsylvania
$726K +$27.6K +773 +4%
Envestnet Asset Management
80
Envestnet Asset Management
Illinois
$723K +$723K +20,287 New
Creative Planning
81
Creative Planning
Kansas
$715K -$12.3K -344 -2%
IAA
82
Ironsides Asset Advisors
North Carolina
$691K – – –
AL
83
Aspiriant LLC
California
$671K -$123K -3,461 -15%
HighTower Advisors
84
HighTower Advisors
Illinois
$669K +$185K +5,291 +38%
Commonwealth Equity Services
85
Commonwealth Equity Services
Massachusetts
$667K +$667K +18,721 New
LSAG
86
Lake Street Advisors Group
New Hampshire
$654K – – –
IAS
87
IMA Advisory Services
Colorado
$637K +$16.3K +456 +3%
BFPW
88
BOK Financial Private Wealth
Colorado
$591K -$26.6K -746 -4%
FBB
89
Fulton Breakefield Broenniman
Maryland
$583K +$19.4K +543 +3%
TIM
90
Tortoise Investment Management
New York
$580K +$46.9K +1,317 +9%
BBPWM
91
Blue Bell Private Wealth Management
Pennsylvania
$538K +$1.86K +52 +0.3%
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$522K -$25.4K -712 -5%
MWM
93
Mission Wealth Management
California
$511K +$91.5K +2,564 +22%
LPL Financial
94
LPL Financial
California
$499K +$166K +4,666 +50%
PFA
95
Pure Financial Advisors
California
$460K +$460K +12,904 New
FANJ
96
Financial Architects (New Jersey)
New Jersey
$450K – – –
VCP
97
Vista Capital Partners
Oregon
$437K -$4.42K -124 -1%
WLIM
98
White Lighthouse Investment Management
Massachusetts
$428K – – –
Koshinski Asset Management
99
Koshinski Asset Management
Illinois
$410K +$203K +5,686 +98%
BWA
100
BlueSky Wealth Advisors
North Carolina
$386K +$28K +817 +8%
2 3
4
5 6