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Schwab International Small-Cap Equity ETF

304 hedge funds and large institutions have $2.46B invested in Schwab International Small-Cap Equity ETF in 2021 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 111 increasing their positions, 97 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 21

14% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 97

9% more capital invested

Capital invested by funds: $2.25B → $2.46B (+$207M)

5% more funds holding

Funds holding: 289304 (+15)

0.15% more ownership

Funds ownership: 75.3%75.46% (+0.15%)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

Holders
304
Holders Change
+15
Holders Change %
+5.19%
% of All Funds
5.34%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
38
Increased
111
Reduced
97
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MMA
76
Miracle Mile Advisors
California
$3.01M +$143K +3,655 +5%
SWM
77
Shakespeare Wealth Management
Wisconsin
$2.74M -$144K -3,699 -5%
MSFS
78
Main Street Financial Solutions
Pennsylvania
$2.49M +$710K +18,206 +40%
EPM
79
Elm Partners Management
Pennsylvania
$2.46M -$11.9K -305 -0.5%
MML Investors Services
80
MML Investors Services
Massachusetts
$2.45M +$475K +12,174 +24%
RWA
81
Ropes Wealth Advisors
Massachusetts
$2.42M +$20.3K +521 +0.9%
UBS Group
82
UBS Group
Switzerland
$2.42M +$446K +11,440 +23%
OFG
83
Omega Financial Group
California
$2.41M +$10.8K +277 +0.5%
VNA
84
Valley National Advisers
Pennsylvania
$2.38M +$857K +21,971 +57%
American Century Companies
85
American Century Companies
Missouri
$2.37M +$1.81M +46,379 +338%
HCA
86
Horan Capital Advisors
Ohio
$2.25M +$32.9K +843 +1%
APG
87
Abacus Planning Group
South Carolina
$2.22M -$29.7K -762 -1%
CWM
88
Cabot Wealth Management
Massachusetts
$2.14M -$29.3K -751 -1%
WFI
89
West Family Investments
California
$2.13M
OPWM
90
Oakwell Private Wealth Management
Texas
$2.09M +$207K +5,304 +11%
RRC
91
Relaxing Retirement Coach
Massachusetts
$2.08M -$970K -24,881 -32%
SIA
92
SkyView Investment Advisors
New Jersey
$2.04M +$78.7K +2,017 +4%
EWM
93
Elmwood Wealth Management
California
$2.03M +$2M +51,394 New
PCWA
94
Pacific Capital Wealth Advisors
California
$1.93M +$65.6K +1,681 +4%
TC
95
TAP Consulting
Missouri
$1.81M +$1.79M +45,865 New
PWM
96
Perigon Wealth Management
California
$1.75M +$309K +7,917 +22%
BAM
97
Baldrige Asset Management
Pennsylvania
$1.67M +$6.12K +157 +0.4%
SCM
98
SOL Capital Management
Maryland
$1.55M -$11.5K -295 -0.7%
SFSG
99
Sound Financial Strategies Group
Mississippi
$1.5M -$3.51M -90,114 -70%
BSW
100
Buckingham Strategic Wealth
Missouri
$1.39M +$9.83K +252 +0.7%

SCHC Hedge Fund Activity: Q1 2021 in Review

304 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q1 2021, worth a combined $2.46B — up 9.2% from $2.25B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SCHC positions and 21 closed out — a net gain of 17 holders — while 111 added to existing stakes and 97 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $47.3M. The largest seller was Tradewinds Capital Management, cutting an estimated $21.3M.

  • 304 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q1 2021, up from 289 in Q4 2020.
  • Funds reported $2.46B of Schwab International Small-Cap Equity ETF stock for Q1 2021, up 9.2% quarter-over-quarter.
  • 38 funds opened new Schwab International Small-Cap Equity ETF positions in Q1 2021 and 21 closed out, a net change of +17 holders.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q1 2021 was Charles Schwab Investment Advisory, an estimated $47.3M added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q1 2021 was Tradewinds Capital Management, an estimated $21.3M sold.

Based on aggregated 13F filings for Q1 2021.