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Schwab International Small-Cap Equity ETF
SCHC

330 hedge funds and large institutions have $2.75B invested in Schwab International Small-Cap Equity ETF in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 116 increasing their positions, 93 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 20

25% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 93

11% more funds holding in top 10

Funds holding in top 10: 18 → 20 (+2)

5% more funds holding

Funds holding: 315 → 330 (+15)

1% more capital invested

Capital invested by funds: $2.71B → $2.75B (+$33.4M)

0.77% less ownership

Funds ownership: 74.76% → 73.99% (-0.77%)

Holders
330
Holders Change
+15
Holders Change %
+4.76%
% of All Funds
5.78%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.35%
New
40
Increased
116
Reduced
93
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
+$42.1M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$8.92M
3
JFGLC
Johnson Financial Group LLC (Colorado)
Colorado
+$7.99M
4
MG
Mather Group
Illinois
+$6.24M
5
AA
Advisory Alpha
Michigan
+$4.91M

Top Sellers

Rank Fund Capital Flow
1
TCM
Tradewinds Capital Management
Washington
-$26.2M
2
CAI
Capital Advisors Inc
Oklahoma
-$12.2M
3
SFA
Sequoia Financial Advisors
Ohio
-$8.35M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$5.2M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mercer Global Advisors
76
Mercer Global Advisors
Colorado
$3.34M -$5.2M -122,414 -60%
MSFS
77
Main Street Financial Solutions
Pennsylvania
$3.33M +$444K +10,443 +15%
UCFA
78
United Capital Financial Advisors
Texas
$3.14M +$95.4K +2,246 +3%
SFSG
79
Sound Financial Strategies Group
Mississippi
$2.82M -$733K -17,265 -20%
SWM
80
Shakespeare Wealth Management
Wisconsin
$2.73M -$77.9K -1,835 -3%
EPM
81
Elm Partners Management
Pennsylvania
$2.59M – – –
RWA
82
Ropes Wealth Advisors
Massachusetts
$2.42M – – –
AWM
83
Avior Wealth Management
Nebraska
$2.38M -$1.7M -40,043 -41%
SIA
84
SkyView Investment Advisors
New Jersey
$2.36M +$220K +5,175 +10%
APG
85
Abacus Planning Group
South Carolina
$2.36M +$5.52K +130 +0.2%
HCA
86
Horan Capital Advisors
Ohio
$2.35M +$11K +260 +0.5%
PWM
87
Perigon Wealth Management
California
$2.31M +$157K +3,695 +7%
CAM
88
Cresset Asset Management
Illinois
$2.28M +$2.34M +54,974 New
TC
89
TAP Consulting
Missouri
$2.28M +$376K +8,860 +19%
CWM
90
Cabot Wealth Management
Massachusetts
$2.26M -$24.4K -575 -1%
Citadel Advisors
91
Citadel Advisors
Florida
$2.12M +$2.17M +51,014 New
FTUS
92
Flow Traders U.S.
New York
$2.06M +$2.11M +49,624 New
HFS
93
Horizon Financial Services
North Carolina
$2.04M +$824K +19,393 +65%
RRC
94
Relaxing Retirement Coach
Massachusetts
$1.95M -$175K -4,126 -8%
Renaissance Technologies
95
Renaissance Technologies
New York
$1.92M -$251K -5,900 -11%
PCWA
96
Pacific Capital Wealth Advisors
California
$1.82M -$143K -3,355 -7%
BAM
97
Baldrige Asset Management
Pennsylvania
$1.72M -$37.2K -876 -2%
CTC
98
Central Trust Company
Missouri
$1.69M +$249K +5,857 +17%
BSW
99
Buckingham Strategic Wealth
Missouri
$1.6M +$9.94K +234 +0.6%
SCM
100
SOL Capital Management
Maryland
$1.59M -$13K -305 -0.8%
2 3
4
5 6

SCHC Hedge Fund Activity: Q3 2021 in Review

330 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q3 2021, worth a combined $2.75B — up 1.2% from $2.71B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new SCHC positions and 20 closed out — a net gain of 20 holders — while 116 added to existing stakes and 93 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $42.1M. The largest seller was Tradewinds Capital Management, cutting an estimated $26.2M.

  • 330 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q3 2021, up from 315 in Q2 2021.
  • Funds reported $2.75B of Schwab International Small-Cap Equity ETF stock for Q3 2021, up 1.2% quarter-over-quarter.
  • 40 funds opened new Schwab International Small-Cap Equity ETF positions in Q3 2021 and 20 closed out, a net change of +20 holders.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q3 2021 was Charles Schwab Investment Advisory, an estimated $42.1M added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q3 2021 was Tradewinds Capital Management, an estimated $26.2M sold.

Based on aggregated 13F filings for Q3 2021.