SCHC icon

Schwab International Small-Cap Equity ETF

390 hedge funds and large institutions have $3.06B invested in Schwab International Small-Cap Equity ETF in 2023 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 143 increasing their positions, 127 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
390
Holders Change
+29
Holders Change %
+8.03%
% of All Funds
5.72%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.22%
New
60
Increased
143
Reduced
127
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MHS
101
M Holdings Securities
Oregon
$2.22M +$977K +28,015 +79%
Osaic Holdings
102
Osaic Holdings
Arizona
$2.2M -$381K -10,909 -15%
CWM
103
Cabot Wealth Management
Massachusetts
$2.16M +$52.3K +1,498 +2%
TC
104
TAP Consulting
Missouri
$2.16M -$307K -8,799 -12%
EPM
105
Elm Partners Management
Pennsylvania
$2.12M -$32.8K -940 -2%
NCM
106
Northwest Capital Management
Oregon
$2.03M -$11.9K -340 -0.6%
NFW
107
Noble Family Wealth
Florida
$2.02M +$6.04K +173 +0.3%
CIA
108
Choate Investment Advisors
Massachusetts
$1.95M
Natixis Advisors
109
Natixis Advisors
Massachusetts
$1.95M +$1.25M +35,751 +178%
Goldman Sachs
110
Goldman Sachs
New York
$1.92M -$904K -25,924 -32%
HCA
111
Horan Capital Advisors
Ohio
$1.81M -$76K -2,177 -4%
TW
112
Traveka Wealth
California
$1.75M +$1.75M +50,076 New
APG
113
Abacus Planning Group
South Carolina
$1.7M +$9.25K +265 +0.5%
US Bancorp
114
US Bancorp
Minnesota
$1.67M -$134K -3,853 -7%
CKAIS
115
Christensen King & Associates Investment Services
Washington
$1.64M +$1.64M +47,117 New
SFA
116
Seneca Financial Advisors
New York
$1.63M +$118K +3,376 +8%
OMC
117
Old Mission Capital
Illinois
$1.58M +$1.58M +45,151 New
MWM
118
Modera Wealth Management
New Jersey
$1.52M +$2.41K +69 +0.2%
IWM
119
Integris Wealth Management
California
$1.52M -$59.9K -1,718 -4%
BSW
120
Buckingham Strategic Wealth
Missouri
$1.49M -$111K -3,181 -7%
Mariner
121
Mariner
Kansas
$1.47M -$160K -4,580 -10%
UCFA
122
United Capital Financial Advisors
Texas
$1.4M -$2.06M -59,180 -60%
FWM
123
Fortress Wealth Management
California
$1.35M -$127K -3,649 -9%
SFWC
124
Strategic Family Wealth Counselors
New Jersey
$1.33M +$823K +23,580 +161%
DWM
125
Dopkins Wealth Management
New York
$1.29M -$6.46K -185 -0.5%