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Schwab International Small-Cap Equity ETF

392 hedge funds and large institutions have $1.61B invested in Schwab International Small-Cap Equity ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 139 increasing their positions, 152 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 23

2% more funds holding

Funds holding: 383392 (+9)

9% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 152

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

37.29% less ownership

Funds ownership: 74.75%37.46% (-37%)

47% less capital invested

Capital invested by funds: $3.04B → $1.61B (-$1.43B)

Holders
392
Holders Change
+9
Holders Change %
+2.35%
% of All Funds
5.63%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.14%
New
34
Increased
139
Reduced
152
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
101
Choate Investment Advisors
Massachusetts
$2.16M
RJFSA
102
Raymond James Financial Services Advisors
Florida
$2.13M -$80.5K -2,185 -4%
LI
103
Latigo Investments
Florida
$2.12M -$1.93M -52,467 -49%
D
104
Diversified
Delaware
$2.12M +$206K +5,606 +11%
DE
105
Diversified Enterprises
Delaware
$2.12M +$2.02M +54,933 New
NFW
106
Noble Family Wealth
Florida
$2.06M -$69.5K -1,888 -3%
Mariner
107
Mariner
Kansas
$1.93M +$164K +4,461 +10%
APG
108
Abacus Planning Group
South Carolina
$1.91M +$258 +7 +0%
Osaic Holdings
109
Osaic Holdings
Arizona
$1.88M -$205K -5,573 -10%
BBA
110
Braun-Bostich & Associates
Pennsylvania
$1.86M -$199K -5,402 -10%
NCM
111
Northwest Capital Management
Oregon
$1.86M
SFA
112
Seneca Financial Advisors
New York
$1.84M +$58.7K +1,595 +3%
MWM
113
Modera Wealth Management
New Jersey
$1.81M -$16.6K -451 -0.9%
HCA
114
Horan Capital Advisors
Ohio
$1.75M +$2.02K +55 +0.1%
CKAIS
115
Christensen King & Associates Investment Services
Washington
$1.72M -$59.1K -1,605 -3%
Citadel Advisors
116
Citadel Advisors
Florida
$1.71M -$10.9M -294,791 -87%
CFO
117
Colony Family Offices
North Carolina
$1.66M +$299K +8,117 +23%
US Bancorp
118
US Bancorp
Minnesota
$1.61M -$69.2K -1,880 -4%
IWM
119
Integris Wealth Management
California
$1.61M -$23.4K -635 -1%
SSW
120
Stone Summit Wealth
Florida
$1.61M +$93.9K +2,550 +7%
EWP
121
Elevation Wealth Partners
California
$1.58M +$21.7K +588 +1%
OMC
122
Old Mission Capital
Illinois
$1.53M +$921K +25,019 +171%
Natixis Advisors
123
Natixis Advisors
Massachusetts
$1.51M -$326K -8,859 -18%
Financial Engines Advisors
124
Financial Engines Advisors
California
$1.45M +$9.9K +269 +0.7%
AFTS
125
American Financial & Tax Strategies
New York
$1.44M -$5.41K -147 -0.4%

SCHC Hedge Fund Activity: Q3 2024 in Review

392 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q3 2024, worth a combined $1.61B — down 47% from $3.04B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new SCHC positions and 23 closed out — a net gain of 11 holders — while 139 added to existing stakes and 152 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $8.85M. The largest seller was Charles Schwab, exiting entirely with an estimated $1.41B sold.

  • 392 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q3 2024, up from 383 in Q2 2024.
  • Funds reported $1.61B of Schwab International Small-Cap Equity ETF stock for Q3 2024, down 47% quarter-over-quarter.
  • 34 funds opened new Schwab International Small-Cap Equity ETF positions in Q3 2024 and 23 closed out, a net change of +11 holders.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q3 2024 was PNC Financial Services Group, an estimated $8.85M added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q3 2024 was Charles Schwab, an estimated $1.41B sold.

Based on aggregated 13F filings for Q3 2024.