Schwab International Small-Cap Equity ETF
SCHC
326 hedge funds and large institutions have $2.27B invested in Schwab International Small-Cap Equity ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 126 increasing their positions, 98 reducing their positions, and 51 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 126 | Existing positions reduced: 98
0.75% more ownership
Funds ownership: 75.6% → 76.35% (+0.75%)
7% less capital invested
Capital invested by funds: $2.44B → $2.27B (-$175M)
8% less funds holding
Funds holding: 355 → 326 (-29)
32% less funds holding in top 10
Funds holding in top 10: 19 → 13 (-6)
53% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 51
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $230K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$64.4M |
| 2 |
Jane Street
New York
|
+$59.7M |
| 3 |
SWM
Southern Wealth Management
Dallas,
Texas
|
+$10.7M |
| 4 |
BHWM
Beaird Harris Wealth Management
Dallas,
Texas
|
+$3.63M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$3.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$16.4M |
| 2 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
-$8.56M |
| 3 |
JFGLC
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
-$6.91M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$6.56M |
| 5 |
JWM
JFG Wealth Management
Denver,
Colorado
|
-$5.66M |
SCHC Hedge Fund Activity: Q3 2022 in Review
326 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q3 2022, worth a combined $2.27B — down 7.2% from $2.44B a quarter earlier.
Sellers outnumbered buyers: 51 funds closed out of SCHC and 24 opened new positions — a net loss of 27 holders — while 98 trimmed existing stakes and 126 added.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $64.4M. The largest seller was TIAA FSB, cutting an estimated $16.4M.
- 326 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q3 2022, down from 355 in Q2 2022.
- Funds reported $2.27B of Schwab International Small-Cap Equity ETF stock for Q3 2022, down 7.2% quarter-over-quarter.
- 24 funds opened new Schwab International Small-Cap Equity ETF positions in Q3 2022 and 51 closed out, a net change of -27 holders.
- The largest Schwab International Small-Cap Equity ETF buyer in Q3 2022 was Charles Schwab Investment Advisory, an estimated $64.4M added.
- The largest Schwab International Small-Cap Equity ETF seller in Q3 2022 was TIAA FSB, an estimated $16.4M sold.
Based on aggregated 13F filings for Q3 2022.