We are live on ! Find out more
SCHC icon

Schwab International Small-Cap Equity ETF

258 hedge funds and large institutions have $1.87B invested in Schwab International Small-Cap Equity ETF in 2020 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 53 increasing their positions, 111 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 27

8% more capital invested

Capital invested by funds: $1.73B → $1.87B (+$140M)

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

0% more funds holding

Funds holding: 257258 (+1)

0.18% more ownership

Funds ownership: 73.73%73.91% (+0.18%)

52% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 111

Holders
258
Holders Change
+1
Holders Change %
+0.39%
% of All Funds
5.21%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.32%
New
33
Increased
53
Reduced
111
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
101
Raymond James Financial Services Advisors
Florida
$880K -$55.7K -1,743 -6%
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$871K -$19.4K -607 -2%
AIM
103
Aspen Investment Management
Michigan
$843K
Jane Street
104
Jane Street
New York
$818K +$804K +25,161 New
FFN
105
Focus Financial Network
Minnesota
$768K -$38.8K -1,214 -5%
WPA
106
West Paces Advisors
Georgia
$724K -$67.6K -2,117 -9%
CWA
107
Carolina Wealth Advisors
South Carolina
$723K +$31.5K +986 +5%
CB
108
Commerce Bank
Missouri
$709K
IA
109
IFP Advisors
Florida
$649K -$367K -11,479 -35%
BWM
110
BCS Wealth Management
Tennessee
$628K -$12.3K -384 -2%
MWM
111
Madison Wealth Management
Ohio
$607K -$79.2K -2,480 -12%
American Century Companies
112
American Century Companies
Missouri
$607K +$320K +10,006 +115%
IAS
113
IMA Advisory Services
Colorado
$598K -$15.3K -478 -3%
QCG
114
Quadrant Capital Group
Ohio
$578K -$30.8K -965 -5%
SPP
115
Single Point Partners
Massachusetts
$570K
CAL
116
Capital Analysts LLC
Pennsylvania
$561K
MFGP
117
Marshall Financial Group (Pennsylvania)
Pennsylvania
$554K
LCM
118
Leisure Capital Management
California
$546K +$13.3K +416 +3%
IAN
119
Integrated Advisors Network
Texas
$531K -$43.6K -1,364 -8%
LPL Financial
120
LPL Financial
California
$496K -$140K -4,378 -22%
Royal Bank of Canada
121
Royal Bank of Canada
Ontario, Canada
$479K -$3.56M -111,359 -88%
AA
122
Alesco Advisors
New York
$473K -$44.8K -1,401 -9%
WAP
123
Wealthcare Advisory Partners
Pennsylvania
$472K +$124K +3,875 +36%
WCFA
124
Walkner Condon Financial Advisors
Wisconsin
$471K +$463K +14,492 New
HWA
125
Heritage Way Advisors
Illinois
$461K +$27.8K +869 +7%

SCHC Hedge Fund Activity: Q3 2020 in Review

258 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q3 2020, worth a combined $1.87B — up 8.1% from $1.73B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new SCHC positions and 27 closed out — a net gain of 6 holders — while 53 added to existing stakes and 111 trimmed.

The largest buyer was Systelligence LLC, opening a new position worth an estimated $9.84M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $13.4M sold.

  • 258 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q3 2020, up from 257 in Q2 2020.
  • Funds reported $1.87B of Schwab International Small-Cap Equity ETF stock for Q3 2020, up 8.1% quarter-over-quarter.
  • 33 funds opened new Schwab International Small-Cap Equity ETF positions in Q3 2020 and 27 closed out, a net change of +6 holders.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q3 2020 was Systelligence LLC, an estimated $9.84M added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q3 2020 was Susquehanna International Group, an estimated $13.4M sold.

Based on aggregated 13F filings for Q3 2020.