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Schwab International Small-Cap Equity ETF

421 hedge funds and large institutions have $1.99B invested in Schwab International Small-Cap Equity ETF in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 166 increasing their positions, 117 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 30

42% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 117

24% more capital invested

Capital invested by funds: $1.61B → $1.99B (+$380M)

7% more funds holding

Funds holding: 392421 (+29)

1.26% more ownership

Funds ownership: 37.46%38.72% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

Holders
421
Holders Change
+29
Holders Change %
+7.4%
% of All Funds
5.55%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
67
Increased
166
Reduced
117
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
101
Integrated Wealth Concepts
Massachusetts
$2.43M +$158K +4,346 +7%
FPAS
102
Focus Partners Advisor Solutions
Missouri
$2.33M -$191K -5,239 -7%
TC
103
TAP Consulting
Missouri
$2.32M +$91.6K +2,515 +4%
AA
104
Aire Advisors
California
$2.29M -$62.4K -1,713 -3%
Raymond James Financial
105
Raymond James Financial
Florida
$2.24M +$2.38M +65,223 New
GSF
106
Grove Street Fiduciary
New Hampshire
$2.2M +$2.34M +64,155 New
MWM
107
Manske Wealth Management
Texas
$2.13M +$2.26M +62,023 New
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$2.1M -$78.3K -2,150 -3%
EPM
109
Elm Partners Management
Pennsylvania
$2.09M +$10.1K +277 +0.5%
SWM
110
Shakespeare Wealth Management
Wisconsin
$2.08M +$79.1K +2,172 +4%
MWM
111
Modera Wealth Management
New Jersey
$2.01M +$416K +11,415 +24%
AAS
112
Asset Allocation Strategies
Michigan
$1.94M +$1.03M +28,350 +111%
Mariner
113
Mariner
Kansas
$1.93M +$224K +6,137 +12%
DFA
114
DHK Financial Advisors
New Hampshire
$1.92M +$2.04M +56,000 New
APG
115
Abacus Planning Group
South Carolina
$1.89M +$199K +5,452 +11%
CTC
116
Central Trust Company
Missouri
$1.83M -$263K -7,225 -12%
SFA
117
Seneca Financial Advisors
New York
$1.83M +$202K +5,556 +12%
NFW
118
Noble Family Wealth
Florida
$1.83M -$3.28K -90 -0.2%
CFO
119
Colony Family Offices
North Carolina
$1.64M +$172K +4,728 +11%
FMWA
120
Forvis Mazars Wealth Advisors
Missouri
$1.63M -$489K -13,426 -22%
Osaic Holdings
121
Osaic Holdings
Arizona
$1.62M -$58.1K -1,596 -3%
NCM
122
Northwest Capital Management
Oregon
$1.55M -$108K -2,974 -6%
BBA
123
Braun-Bostich & Associates
Pennsylvania
$1.52M -$146K -4,012 -8%
CKAIS
124
Christensen King & Associates Investment Services
Washington
$1.52M -$19.7K -540 -1%
HCA
125
Horan Capital Advisors
Ohio
$1.48M -$88.7K -2,435 -5%

SCHC Hedge Fund Activity: Q4 2024 in Review

421 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q4 2024, worth a combined $1.99B — up 24% from $1.61B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new SCHC positions and 30 closed out — a net gain of 37 holders — while 166 added to existing stakes and 117 trimmed.

The largest buyer was BlackRock, adding an estimated $32.1M. The largest seller was Savant Capital, cutting an estimated $12M.

  • 421 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q4 2024, up from 392 in Q3 2024.
  • Funds reported $1.99B of Schwab International Small-Cap Equity ETF stock for Q4 2024, up 24% quarter-over-quarter.
  • 67 funds opened new Schwab International Small-Cap Equity ETF positions in Q4 2024 and 30 closed out, a net change of +37 holders.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q4 2024 was BlackRock, an estimated $32.1M added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q4 2024 was Savant Capital, an estimated $12M sold.

Based on aggregated 13F filings for Q4 2024.