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Schwab International Small-Cap Equity ETF

371 hedge funds and large institutions have $2.83B invested in Schwab International Small-Cap Equity ETF in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 140 increasing their positions, 129 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

9% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 129

3% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 31

1% more capital invested

Capital invested by funds: $2.79B → $2.83B (+$32M)

0.16% more ownership

Funds ownership: 75.42%75.58% (+0.16%)

1% less funds holding

Funds holding: 373371 (-2)

Holders
371
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
5.83%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.25%
New
32
Increased
140
Reduced
129
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$2.35M +$2.04M +60,267 +641%
MIC
102
Means Investment Company
Maine
$2.35M +$649K +19,183 +38%
SWM
103
Shakespeare Wealth Management
Wisconsin
$2.23M -$204K -6,034 -8%
BF
104
Brooklyn FI
New York
$2.16M +$1.14M +33,757 +112%
QCG
105
Quadrant Capital Group
Ohio
$2.13M -$333K -9,836 -14%
US Bancorp
106
US Bancorp
Minnesota
$2.11M -$123K -3,623 -5%
EPM
107
Elm Partners Management
Pennsylvania
$2.09M
CWM
108
Cabot Wealth Management
Massachusetts
$2.07M -$23.8K -704 -1%
RWA
109
Ropes Wealth Advisors
Massachusetts
$2.02M
NFW
110
Noble Family Wealth
Florida
$2.01M -$49.2K -1,456 -2%
NCM
111
Northwest Capital Management
Oregon
$2.01M -$10.6K -313 -0.5%
LPL Financial
112
LPL Financial
California
$1.94M +$228K +6,738 +13%
MML Investors Services
113
MML Investors Services
Massachusetts
$1.93M -$40.9K -1,208 -2%
EWM
114
Elmwood Wealth Management
California
$1.84M -$54K -1,598 -3%
IWM
115
Integris Wealth Management
California
$1.82M -$15.3K -451 -0.8%
APG
116
Abacus Planning Group
South Carolina
$1.7M -$90.8K -2,685 -5%
SFA
117
Seneca Financial Advisors
New York
$1.66M -$31.3K -925 -2%
Mariner
118
Mariner
Kansas
$1.65M +$98.6K +2,917 +6%
FWP
119
Falcon Wealth Planning
California
$1.57M -$46.7K -1,382 -3%
RRC
120
Relaxing Retirement Coach
Massachusetts
$1.47M +$270K +7,991 +22%
SIA
121
SkyView Investment Advisors
New Jersey
$1.47M -$44.7K -1,322 -3%
FCAG
122
First Capital Advisors Group
New Jersey
$1.47M -$44.7K -1,322 -3%
FWM
123
Fortress Wealth Management
California
$1.44M -$34.7K -1,026 -2%
BSW
124
Buckingham Strategic Wealth
Missouri
$1.42M -$40.6K -1,200 -3%
MWM
125
Modera Wealth Management
New Jersey
$1.42M +$1.42M +42,006 New

SCHC Hedge Fund Activity: Q2 2023 in Review

371 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q2 2023, worth a combined $2.83B — up 1.1% from $2.79B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SCHC positions and 31 closed out — a net gain of 1 holder — while 140 added to existing stakes and 129 trimmed.

The largest buyer was Jane Street, adding an estimated $80.8M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $74.8M.

  • 371 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q2 2023, down from 373 in Q1 2023.
  • Funds reported $2.83B of Schwab International Small-Cap Equity ETF stock for Q2 2023, up 1.1% quarter-over-quarter.
  • 32 funds opened new Schwab International Small-Cap Equity ETF positions in Q2 2023 and 31 closed out, a net change of +1 holder.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q2 2023 was Jane Street, an estimated $80.8M added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q2 2023 was Wealth Enhancement Advisory Services, an estimated $74.8M sold.

Based on aggregated 13F filings for Q2 2023.