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Schwab International Small-Cap Equity ETF
SCHC

367 hedge funds and large institutions have $2.87B invested in Schwab International Small-Cap Equity ETF in 2021 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 168 increasing their positions, 68 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 68

114% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 35

11% more funds holding

Funds holding: 330 → 367 (+37)

1.3% more ownership

Funds ownership: 73.99% → 75.29% (+1.3%)

5% more capital invested

Capital invested by funds: $2.75B → $2.87B (+$125M)

0% more funds holding in top 10

Funds holding in top 10: 20 → 20 (0)

Holders
367
Holders Change
+37
Holders Change %
+11.21%
% of All Funds
5.65%
Holding in Top 10
20
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.31%
New
75
Increased
168
Reduced
68
Closed
35
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
+$33.6M
2
MG
Mather Group
Illinois
+$16.9M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$8.76M
4
TF
TIAA FSB
Florida
+$8.65M
5
SFA
Sequoia Financial Advisors
Ohio
+$8.39M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$9.21M
2
SWM
Southern Wealth Management
Texas
-$7.45M
3
CST
Charles Schwab Trust
Nevada
-$6.15M
4
RIM
Redwood Investment Management
Arizona
-$4.7M
5
NCM
Northwest Capital Management
Oregon
-$4.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
MSFS
76
Main Street Financial Solutions
Pennsylvania
$3.44M +$160K +3,830 +5%
HWIS
77
Hancock Whitney Investment Services
Louisiana
$3.41M +$3.49M +83,670 New
RWA
78
RGT Wealth Advisors
Texas
$3.32M +$3.38M +81,100 New
NCM
79
Northwest Capital Management
Oregon
$3M -$4.27M -102,491 -57%
UCFA
80
United Capital Financial Advisors
Texas
$2.96M -$132K -3,172 -4%
WPA
81
West Paces Advisors
Georgia
$2.87M +$1.83M +43,785 +166%
SW
82
Simplicity Wealth
New Jersey
$2.8M +$2.85M +68,357 New
SWM
83
Shakespeare Wealth Management
Wisconsin
$2.75M +$78.8K +1,889 +3%
MFT
84
Moisand Fitzgerald Tamayo
Florida
$2.74M -$1.84M -44,125 -40%
EFS
85
Econ Financial Services
Pennsylvania
$2.72M +$708K +16,978 New
FTUS
86
Flow Traders U.S.
New York
$2.68M +$662K +15,863 +32%
EWM
87
Elmwood Wealth Management
California
$2.65M +$2.7M +64,816 New
Citadel Advisors
88
Citadel Advisors
Florida
$2.62M +$546K +13,089 +26%
TC
89
TAP Consulting
Missouri
$2.6M +$365K +8,754 +16%
Mercer Global Advisors
90
Mercer Global Advisors
Colorado
$2.59M -$712K -17,072 -21%
PWM
91
Perigon Wealth Management
California
$2.59M +$314K +7,538 +14%
EPM
92
Elm Partners Management
Pennsylvania
$2.55M – – –
APG
93
Abacus Planning Group
South Carolina
$2.48M +$158K +3,792 +7%
RWA
94
Ropes Wealth Advisors
Massachusetts
$2.39M – – –
HFS
95
Horizon Financial Services
North Carolina
$2.38M +$371K +8,893 +18%
SIA
96
SkyView Investment Advisors
New Jersey
$2.35M +$22.1K +529 +0.9%
HCA
97
Horan Capital Advisors
Ohio
$2.34M +$30.1K +722 +1%
CFO
98
CVA Family Office
Colorado
$2.31M +$1.8M +43,052 +321%
CTC
99
Central Trust Company
Missouri
$2.29M +$643K +15,415 +38%
CWM
100
Cabot Wealth Management
Massachusetts
$2.22M -$7.42K -178 -0.3%
2 3
4
5 6

SCHC Hedge Fund Activity: Q4 2021 in Review

367 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q4 2021, worth a combined $2.87B — up 4.6% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new SCHC positions and 35 closed out — a net gain of 40 holders — while 168 added to existing stakes and 68 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $33.6M. The largest seller was Jane Street, exiting entirely with an estimated $9.21M sold.

  • 367 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q4 2021, up from 330 in Q3 2021.
  • Funds reported $2.87B of Schwab International Small-Cap Equity ETF stock for Q4 2021, up 4.6% quarter-over-quarter.
  • 75 funds opened new Schwab International Small-Cap Equity ETF positions in Q4 2021 and 35 closed out, a net change of +40 holders.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q4 2021 was Charles Schwab Investment Advisory, an estimated $33.6M added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q4 2021 was Jane Street, an estimated $9.21M sold.

Based on aggregated 13F filings for Q4 2021.