Schwab International Small-Cap Equity ETF
SCHC
114 hedge funds and large institutions have $631M invested in Schwab International Small-Cap Equity ETF in 2017 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 52 increasing their positions, 28 reducing their positions, and 5 closing their positions.
240% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 5
86% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 28
33% more capital invested
Capital invested by funds: $476M → $631M (+$155M)
10% more funds holding
Funds holding: 104 → 114 (+10)
2.76% more ownership
Funds ownership: 53.05% → 55.81% (+2.8%)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$79.9M |
| 2 |
Jane Street
New York
|
+$15.7M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$8.67M |
| 4 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
+$5.99M |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$5.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$5.75M |
| 2 |
LYV
Live Your Vision
West Conshohocken,
Pennsylvania
|
-$2.17M |
| 3 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
-$1.98M |
| 4 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
-$476K |
| 5 |
DPA
Delphi Private Advisors
San Diego,
California
|
-$455K |
SCHC Hedge Fund Activity: Q1 2017 in Review
114 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q1 2017, worth a combined $631M — up 33% from $476M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new SCHC positions and 5 closed out — a net gain of 12 holders — while 52 added to existing stakes and 28 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $79.9M. The largest seller was Susquehanna International Group, cutting an estimated $5.75M.
- 114 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q1 2017, up from 104 in Q4 2016.
- Funds reported $631M of Schwab International Small-Cap Equity ETF stock for Q1 2017, up 33% quarter-over-quarter.
- 17 funds opened new Schwab International Small-Cap Equity ETF positions in Q1 2017 and 5 closed out, a net change of +12 holders.
- The largest Schwab International Small-Cap Equity ETF buyer in Q1 2017 was Charles Schwab Investment Advisory, an estimated $79.9M added.
- The largest Schwab International Small-Cap Equity ETF seller in Q1 2017 was Susquehanna International Group, an estimated $5.75M sold.
Based on aggregated 13F filings for Q1 2017.