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Schwab International Small-Cap Equity ETF
SCHC

Overview Fund Activity

370 hedge funds and large institutions have $2.82B invested in Schwab International Small-Cap Equity ETF in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 140 increasing their positions, 129 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
-3
Holders Change %
-0.8%
% of All Funds
5.84%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.25%
New
31
Increased
140
Reduced
129
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$93.9M
2
TCM
2
Tradewinds Capital Management
Washington
$27.9M
3
CSIA
3
Charles Schwab Investment Advisory
California
$1.28B
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$9.85M
5
SAG
5
SageView Advisory Group
California
$38.6M

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$17.8M
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$134M
3
TF
3
TIAA FSB
Florida
$56.7M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$47.6M
5
PA
5
Procyon Advisors
Connecticut
$1.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIC
101
Means Investment Company
Maine
$2.35M +$648K +19,183 +38%
SWM
102
Shakespeare Wealth Management
Wisconsin
$2.23M -$204K -6,034 -8%
BF
103
Brooklyn FI
New York
$2.16M +$1.14M +33,757 +112%
QCG
104
Quadrant Capital Group
Ohio
$2.13M -$332K -9,836 -14%
US Bancorp
105
US Bancorp
Minnesota
$2.11M -$122K -3,623 -5%
EPM
106
Elm Partners Management
Pennsylvania
$2.09M – – –
CWM
107
Cabot Wealth Management
Massachusetts
$2.07M -$23.8K -704 -1%
RWA
108
Ropes Wealth Advisors
Massachusetts
$2.02M – – –
NFW
109
Noble Family Wealth
Florida
$2.01M -$49.2K -1,456 -2%
NCM
110
Northwest Capital Management
Oregon
$2.01M -$10.6K -313 -0.5%
LPL Financial
111
LPL Financial
California
$1.94M +$228K +6,738 +13%
MML Investors Services
112
MML Investors Services
Massachusetts
$1.93M -$40.8K -1,208 -2%
EWM
113
Elmwood Wealth Management
California
$1.84M -$54K -1,598 -3%
IWM
114
Integris Wealth Management
California
$1.82M -$15.2K -451 -0.8%
APG
115
Abacus Planning Group
South Carolina
$1.7M -$90.7K -2,685 -5%
SFA
116
Seneca Financial Advisors
New York
$1.66M -$31.2K -925 -2%
Mariner
117
Mariner
Kansas
$1.65M +$98.5K +2,917 +6%
FWP
118
Falcon Wealth Planning
California
$1.57M -$46.7K -1,382 -3%
RRC
119
Relaxing Retirement Coach
Massachusetts
$1.47M +$270K +7,991 +22%
SIA
120
SkyView Investment Advisors
New Jersey
$1.47M -$44.7K -1,322 -3%
FCAG
121
First Capital Advisors Group
New Jersey
$1.47M -$44.6K -1,322 -3%
FWM
122
Fortress Wealth Management
California
$1.44M -$34.6K -1,026 -2%
BSW
123
Buckingham Strategic Wealth
Missouri
$1.42M -$40.5K -1,200 -3%
MWM
124
Modera Wealth Management
New Jersey
$1.42M +$1.42M +42,006 New
TA
125
Trellis Advisors
Washington
$1.39M +$11.2K +331 +0.8%
3 4
5
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