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Schwab International Small-Cap Equity ETF
SCHC

Overview Fund Activity

390 hedge funds and large institutions have $3.06B 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, 127 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
390
Holders Change
+29
Holders Change %
+8.03%
% of All Funds
5.72%
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
127
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$84.9M
2
NYLIM
2
New York Life Investment Management
New York
$29.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$27.6M
4
SAG
4
SageView Advisory Group
California
$55.3M
5
Citadel Advisors
5
Citadel Advisors
Florida
$13.7M

Top Sellers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$51.7M
2
HSA
2
HBK Sorce Advisory
Pennsylvania
$2.88M
3
CAI
3
Capital Advisors Inc
Oklahoma
$37.3M
4
JFGLC
4
Johnson Financial Group LLC (Colorado)
Colorado
$30.3M
5
UCFA
5
United Capital Financial Advisors
Texas
$1.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
76
Perigon Wealth Management
California
$3.87M +$163K +4,682 +4%
BF
77
Brooklyn FI
New York
$3.85M +$1.8M +51,675 +88%
WPC
78
Wedmont Private Capital
Pennsylvania
$3.85M +$171K +4,965 +5%
LI
79
Latigo Investments
Florida
$3.75M – – –
LA
80
LPF Advisors
Florida
$3.71M +$3.71M +106,254 New
CWA
81
Cornerstone Wealth Advisors
Minnesota
$3.6M -$290K -8,304 -7%
HFS
82
Horizon Financial Services
North Carolina
$3.51M +$114K +3,267 +3%
PIMG
83
Patriot Investment Management Group
Tennessee
$3.51M +$71K +2,035 +2%
ECM
84
Evergreen Capital Management
Washington
$3.41M +$2.06K +59 +0.1%
EFG
85
Embree Financial Group
Illinois
$3.4M +$3.4M +97,310 New
Fidelity Investments
86
Fidelity Investments
Massachusetts
$3.28M -$279K -7,998 -8%
Stifel Financial
87
Stifel Financial
Missouri
$3.07M -$350K -10,028 -10%
HSA
88
HBK Sorce Advisory
Pennsylvania
$2.88M -$3.06M -87,842 -52%
RJFSA
89
Raymond James Financial Services Advisors
Florida
$2.86M -$156K -4,463 -5%
SLT
90
St Louis Trust
Missouri
$2.74M – – –
ULWM
91
Upper Left Wealth Management
Florida
$2.68M +$125K +3,591 +5%
TYCC
92
Texas Yale Capital Corp
Florida
$2.58M -$71K -2,036 -3%
Northern Trust
93
Northern Trust
Illinois
$2.57M +$2.62K +75 +0.1%
QCG
94
Quadrant Capital Group
Ohio
$2.45M -$59.9K -1,716 -2%
FWP
95
Falcon Wealth Planning
California
$2.4M +$790K +22,630 +49%
AA
96
Aire Advisors
California
$2.39M -$200K -5,726 -8%
FMWA
97
Forvis Mazars Wealth Advisors
Missouri
$2.39M -$1.43M -41,067 -38%
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$2.38M -$21.9K -627 -0.9%
CM
99
Columbus Macro
Pennsylvania
$2.37M -$30.3K -872 -1%
SWM
100
Shakespeare Wealth Management
Wisconsin
$2.35M -$102K -2,925 -4%
2 3
4
5 6