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Schwab International Small-Cap Equity ETF
SCHC

371 hedge funds and large institutions have $2.58B invested in Schwab International Small-Cap Equity ETF in 2022 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 150 increasing their positions, 96 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

265% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 20

56% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 96

14% more capital invested

Capital invested by funds: $2.27B → $2.58B (+$313M)

14% more funds holding

Funds holding: 326 → 371 (+45)

8% more funds holding in top 10

Funds holding in top 10: 13 → 14 (+1)

0.97% less ownership

Funds ownership: 76.35% → 75.39% (-0.97%)

Holders
371
Holders Change
+45
Holders Change %
+13.8%
% of All Funds
5.96%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.23%
New
73
Increased
150
Reduced
96
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
+$22.2M
2
SC
Savant Capital
Illinois
+$16.6M
3
JFGLC
Johnson Financial Group LLC (Colorado)
Colorado
+$12.2M
4
RIM
Redwood Investment Management
Arizona
+$7.76M
5
JWM
JFG Wealth Management
Colorado
+$7.64M

Top Sellers

Rank Fund Capital Flow
1
MG
Mather Group
Illinois
-$101M
2
Jane Street
Jane Street
New York
-$40.2M
3
ML
McAdam LLC
Pennsylvania
-$5.57M
4
PPW
Parcion Private Wealth
Washington
-$4.24M
5
TF
TIAA FSB
Florida
-$3.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
MMA
76
Miracle Mile Advisors
California
$3.27M +$92K +3,020 +3%
American Century Companies
77
American Century Companies
Missouri
$3.2M -$1.38M -45,200 -31%
Stifel Financial
78
Stifel Financial
Missouri
$2.98M -$2.52M -82,719 -47%
WPC
79
Wedmont Private Capital
Pennsylvania
$2.93M +$723K +23,729 +36%
HFS
80
Horizon Financial Services
North Carolina
$2.92M -$29.3K -963 -1%
ECM
81
Evergreen Capital Management
Washington
$2.86M +$34K +1,115 +1%
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$2.7M +$317K +10,414 +14%
Northern Trust
83
Northern Trust
Illinois
$2.62M -$2.47K -81 -0.1%
TYCC
84
Texas Yale Capital Corp
Florida
$2.56M -$1.78M -58,347 -42%
PWM
85
Perigon Wealth Management
California
$2.55M +$330K +10,825 +15%
CM
86
Columbus Macro
Pennsylvania
$2.53M +$764K +25,083 +45%
SLT
87
St Louis Trust
Missouri
$2.47M +$97.9K +3,214 +4%
QCG
88
Quadrant Capital Group
Ohio
$2.42M +$1.38M +45,264 +143%
UCFA
89
United Capital Financial Advisors
Texas
$2.4M +$191K +6,269 +9%
SWM
90
Shakespeare Wealth Management
Wisconsin
$2.4M +$119K +3,911 +5%
ULWM
91
Upper Left Wealth Management
Florida
$2.38M -$202K -6,628 -8%
Fidelity Investments
92
Fidelity Investments
Massachusetts
$2.33M +$303K +9,940 +16%
HCA
93
Horan Capital Advisors
Ohio
$2.21M +$106K +3,485 +5%
US Bancorp
94
US Bancorp
Minnesota
$2.13M -$254K -8,326 -11%
NHC
95
Nicholas Hoffman & Company
Georgia
$2.12M +$915K +30,041 +81%
BlackRock
96
BlackRock
New York
$2.11M -$88.4K -2,900 -4%
SFA
97
Seneca Financial Advisors
New York
$2.08M +$353K +11,579 +21%
Citadel Advisors
98
Citadel Advisors
Florida
$2.03M +$1.55M +51,005 +382%
EPM
99
Elm Partners Management
Pennsylvania
$1.96M – – –
NCM
100
Northwest Capital Management
Oregon
$1.95M -$147K -4,836 -7%
2 3
4
5 6

SCHC Hedge Fund Activity: Q4 2022 in Review

371 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q4 2022, worth a combined $2.58B — up 14% from $2.27B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new SCHC positions and 20 closed out — a net gain of 53 holders — while 150 added to existing stakes and 96 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $22.2M. The largest seller was Mather Group, cutting an estimated $101M.

  • 371 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q4 2022, up from 326 in Q3 2022.
  • Funds reported $2.58B of Schwab International Small-Cap Equity ETF stock for Q4 2022, up 14% quarter-over-quarter.
  • 73 funds opened new Schwab International Small-Cap Equity ETF positions in Q4 2022 and 20 closed out, a net change of +53 holders.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q4 2022 was Charles Schwab Investment Advisory, an estimated $22.2M added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q4 2022 was Mather Group, an estimated $101M sold.

Based on aggregated 13F filings for Q4 2022.