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Schwab International Small-Cap Equity ETF
SCHC

391 hedge funds and large institutions have $3.07B invested in Schwab International Small-Cap Equity ETF in 2023 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 143 increasing their positions, 128 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 26

15% more funds holding in top 10

Funds holding in top 10: 13 → 15 (+2)

15% more capital invested

Capital invested by funds: $2.68B → $3.07B (+$389M)

12% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 128

8% more funds holding

Funds holding: 362 → 391 (+29)

4.43% more ownership

Funds ownership: 75.12% → 79.55% (+4.4%)

Holders
391
Holders Change
+29
Holders Change %
+8.01%
% of All Funds
5.7%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.22%
New
60
Increased
143
Reduced
128
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cerity Partners
Cerity Partners
New York
+$106M
2
Jane Street
Jane Street
New York
+$68.6M
3
NYLIM
New York Life Investment Management
New York
+$16M
4
Morgan Stanley
Morgan Stanley
New York
+$15.1M
5
SAG
SageView Advisory Group
California
+$14.8M

Top Sellers

Rank Fund Capital Flow
1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$4.68M
2
HSA
HBK Sorce Advisory
Pennsylvania
-$2.85M
3
CAI
Capital Advisors Inc
Oklahoma
-$2.79M
4
JFGLC
Johnson Financial Group LLC (Colorado)
Colorado
-$2.44M
5
UCFA
United Capital Financial Advisors
Texas
-$1.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
76
Bank of America
North Carolina
$4.26M -$5.55K -171 -0.1%
PWM
77
Perigon Wealth Management
California
$3.87M +$152K +4,682 +4%
BF
78
Brooklyn FI
New York
$3.85M +$1.68M +51,675 +88%
WPC
79
Wedmont Private Capital
Pennsylvania
$3.85M +$161K +4,965 +5%
LI
80
Latigo Investments
Florida
$3.75M – – –
LA
81
LPF Advisors
Florida
$3.71M +$3.45M +106,254 New
CWA
82
Cornerstone Wealth Advisors
Minnesota
$3.6M -$269K -8,304 -7%
HFS
83
Horizon Financial Services
North Carolina
$3.51M +$106K +3,267 +3%
PIMG
84
Patriot Investment Management Group
Tennessee
$3.51M +$66K +2,035 +2%
ECM
85
Evergreen Capital Management
Washington
$3.41M +$1.91K +59 +0.1%
EFG
86
Embree Financial Group
Illinois
$3.4M +$3.16M +97,310 New
Fidelity Investments
87
Fidelity Investments
Massachusetts
$3.28M -$259K -7,998 -8%
Stifel Financial
88
Stifel Financial
Missouri
$3.07M -$325K -10,028 -10%
HSA
89
HBK Sorce Advisory
Pennsylvania
$2.88M -$2.85M -87,842 -52%
RJFSA
90
Raymond James Financial Services Advisors
Florida
$2.86M -$145K -4,463 -5%
SLT
91
St Louis Trust
Missouri
$2.74M – – –
ULWM
92
Upper Left Wealth Management
Florida
$2.68M +$117K +3,591 +5%
TYCC
93
Texas Yale Capital Corp
Florida
$2.58M -$66.1K -2,036 -3%
Northern Trust
94
Northern Trust
Illinois
$2.57M +$2.43K +75 +0.1%
QCG
95
Quadrant Capital Group
Ohio
$2.45M -$55.7K -1,716 -2%
FWP
96
Falcon Wealth Planning
California
$2.4M +$734K +22,630 +49%
AA
97
Aire Advisors
California
$2.39M -$186K -5,726 -8%
FMWA
98
Forvis Mazars Wealth Advisors
Missouri
$2.39M -$1.33M -41,067 -38%
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$2.38M -$20.3K -627 -0.9%
CM
100
Columbus Macro
Pennsylvania
$2.37M -$28.3K -872 -1%
2 3
4
5 6

SCHC Hedge Fund Activity: Q4 2023 in Review

391 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q4 2023, worth a combined $3.07B — up 15% from $2.68B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new SCHC positions and 26 closed out — a net gain of 34 holders — while 143 added to existing stakes and 128 trimmed.

The largest buyer was Cerity Partners, adding an estimated $106M. The largest seller was TIAA Trust, National Association, cutting an estimated $4.68M.

  • 391 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q4 2023, up from 362 in Q3 2023.
  • Funds reported $3.07B of Schwab International Small-Cap Equity ETF stock for Q4 2023, up 15% quarter-over-quarter.
  • 60 funds opened new Schwab International Small-Cap Equity ETF positions in Q4 2023 and 26 closed out, a net change of +34 holders.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q4 2023 was Cerity Partners, an estimated $106M added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q4 2023 was TIAA Trust, National Association, an estimated $4.68M sold.

Based on aggregated 13F filings for Q4 2023.