We are live on ! Find out more
SCHC icon

Schwab International Small-Cap Equity ETF

279 hedge funds and large institutions have $1.77B invested in Schwab International Small-Cap Equity ETF in 2019 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 110 increasing their positions, 67 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 29

64% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 67

15% more capital invested

Capital invested by funds: $1.53B → $1.77B (+$235M)

12% more funds holding

Funds holding: 250279 (+29)

1.53% more ownership

Funds ownership: 68.64%70.17% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

Holders
279
Holders Change
+29
Holders Change %
+11.6%
% of All Funds
5.5%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
59
Increased
110
Reduced
67
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$1M +$57.2K +1,714 +6%
SC
102
Schoolcraft Capital
Colorado
$946K +$105K +3,149 +13%
AIM
103
Aspen Investment Management
Michigan
$884K
FTI
104
Fiduciary Trust International
Massachusetts
$866K +$834K +25,000 New
SW
105
SVB Wealth
Massachusetts
$850K +$47.4K +1,422 +6%
PAI
106
Pittenger & Anderson Inc
Nebraska
$840K +$17.5K +525 +2%
ADL
107
Asset Dedication LLC
California
$783K +$334 +10 +0%
APG
108
Abacus Planning Group
South Carolina
$771K -$62.9K -1,887 -8%
QCG
109
Quadrant Capital Group
Ohio
$767K +$763K +22,877 New
IAA
110
Ironsides Asset Advisors
North Carolina
$756K +$457K +13,715 +169%
MCM
111
Maxim Capital Management
California
$752K +$93.6K +2,807 +12%
American Century Companies
112
American Century Companies
Missouri
$738K -$657K -19,690 -48%
PFA
113
Pure Financial Advisors
California
$725K +$45.8K +1,372 +7%
LSAG
114
Lake Street Advisors Group
New Hampshire
$711K
FFN
115
Focus Financial Network
Minnesota
$703K +$20K +601 +3%
Wells Fargo
116
Wells Fargo
California
$703K +$246K +7,363 +57%
BAM
117
Baldrige Asset Management
Pennsylvania
$692K -$16K -481 -2%
BWM
118
BCS Wealth Management
Tennessee
$650K +$625K +18,747 New
Bank of Montreal
119
Bank of Montreal
Ontario, Canada
$647K -$53.9K -1,617 -8%
HWMG
120
Hurlow Wealth Management Group
Indiana
$631K -$60.6K -1,818 -9%
CWA
121
Carolina Wealth Advisors
South Carolina
$609K +$586K +17,572 New
RJFSA
122
Raymond James Financial Services Advisors
Florida
$580K +$4.7K +141 +0.8%
LCM
123
Leisure Capital Management
California
$561K +$8.6K +258 +2%
MWM
124
Madison Wealth Management
Ohio
$561K +$540K +16,185 New
CFO
125
CVA Family Office
Colorado
$547K +$526K +15,774 New

SCHC Hedge Fund Activity: Q4 2019 in Review

279 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q4 2019, worth a combined $1.77B — up 15% from $1.53B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new SCHC positions and 29 closed out — a net gain of 30 holders — while 110 added to existing stakes and 67 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $38.4M. The largest seller was Franklin Resources, exiting entirely with an estimated $6.58M sold.

  • 279 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q4 2019, up from 250 in Q3 2019.
  • Funds reported $1.77B of Schwab International Small-Cap Equity ETF stock for Q4 2019, up 15% quarter-over-quarter.
  • 59 funds opened new Schwab International Small-Cap Equity ETF positions in Q4 2019 and 29 closed out, a net change of +30 holders.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q4 2019 was Charles Schwab Investment Advisory, an estimated $38.4M added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q4 2019 was Franklin Resources, an estimated $6.58M sold.

Based on aggregated 13F filings for Q4 2019.