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Schwab International Small-Cap Equity ETF
SCHC

257 hedge funds and large institutions have $1.73B invested in Schwab International Small-Cap Equity ETF in 2020 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 80 increasing their positions, 97 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more funds holding in top 10

Funds holding in top 10: 11 → 15 (+4)

30% more capital invested

Capital invested by funds: $1.34B → $1.73B (+$395M)

1.8% more ownership

Funds ownership: 71.93% → 73.73% (+1.8%)

1% less funds holding

Funds holding: 259 → 257 (-2)

3% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 30

18% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 97

Holders
257
Holders Change
-2
Holders Change %
-0.77%
% of All Funds
5.27%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.31%
New
29
Increased
80
Reduced
97
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CG
Colony Group
Massachusetts
+$35.1M
2
MG
Mather Group
Illinois
+$29.3M
3
TF
TIAA FSB
Florida
+$14.2M
4
SC
Savant Capital
Illinois
+$13.4M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$12.5M

Top Sellers

Rank Fund Capital Flow
1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$14M
2
Charles Schwab
Charles Schwab
California
-$8.66M
3
ST
Spinnaker Trust
Maine
-$6.96M
4
BWM
Brickley Wealth Management
California
-$6.2M
5
MWM
Mission Wealth Management
California
-$5.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
101
Commonwealth Equity Services
Massachusetts
$830K +$38.3K +1,386 +5%
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$813K +$34.2K +1,239 +5%
AIM
103
Aspen Investment Management
Michigan
$767K – – –
FFN
104
Focus Financial Network
Minnesota
$734K -$27.9K -1,010 -4%
WPA
105
West Paces Advisors
Georgia
$720K -$594K -21,494 -47%
MCM
106
Maxim Capital Management
California
$715K -$2.18K -79 -0.3%
IAA
107
Ironsides Asset Advisors
North Carolina
$648K – – –
CB
108
Commerce Bank
Missouri
$644K – – –
CWA
109
Carolina Wealth Advisors
South Carolina
$628K +$6.3K +228 +1%
MWM
110
Madison Wealth Management
Ohio
$625K +$28.2K +1,020 +5%
Mariner
111
Mariner
Kansas
$600K +$561K +20,303 New
BWM
112
BCS Wealth Management
Tennessee
$583K -$6.71K -243 -1%
LPL Financial
113
LPL Financial
California
$580K -$39.9K -1,444 -7%
IAS
114
IMA Advisory Services
Colorado
$557K +$199K +7,222 +62%
QCG
115
Quadrant Capital Group
Ohio
$554K +$367K +13,302 +245%
IAN
116
Integrated Advisors Network
Texas
$523K +$226K +8,180 +86%
SPP
117
Single Point Partners
Massachusetts
$518K +$55.2K +2,000 +13%
CAL
118
Capital Analysts LLC
Pennsylvania
$510K +$476K +17,235 New
MFGP
119
Marshall Financial Group (Pennsylvania)
Pennsylvania
$504K -$125K -4,519 -21%
LCM
120
Leisure Capital Management
California
$484K +$4.28K +155 +1%
AA
121
Alesco Advisors
New York
$472K -$696K -25,189 -61%
AFAS
122
Acorn Financial Advisory Services
Virginia
$439K +$22.1K +799 +6%
PFO
123
Pathstone Family Office
New Jersey
$413K – – –
BDF
124
Black Diamond Financial
Maryland
$405K -$876K -31,714 -70%
CFO
125
CVA Family Office
Colorado
$397K -$33.1K -1,200 -8%
3 4
5
6 7

SCHC Hedge Fund Activity: Q2 2020 in Review

257 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q2 2020, worth a combined $1.73B — up 30% from $1.34B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of SCHC and 29 opened new positions — a net loss of 1 holder — while 97 trimmed existing stakes and 80 added.

The largest buyer was Colony Group, adding an estimated $35.1M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $14M.

  • 257 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q2 2020, down from 259 in Q1 2020.
  • Funds reported $1.73B of Schwab International Small-Cap Equity ETF stock for Q2 2020, up 30% quarter-over-quarter.
  • 29 funds opened new Schwab International Small-Cap Equity ETF positions in Q2 2020 and 30 closed out, a net change of -1 holder.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q2 2020 was Colony Group, an estimated $35.1M added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q2 2020 was Wealth Enhancement Advisory Services, an estimated $14M sold.

Based on aggregated 13F filings for Q2 2020.