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Schwab International Small-Cap Equity ETF
SCHC

169 hedge funds and large institutions have $1.15B invested in Schwab International Small-Cap Equity ETF in 2017 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 74 increasing their positions, 30 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 9

147% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 30

120% more funds holding in top 10

Funds holding in top 10: 5 → 11 (+6)

26% more funds holding

Funds holding: 134 → 169 (+35)

22% more capital invested

Capital invested by funds: $943M → $1.15B (+$211M)

6.55% more ownership

Funds ownership: 58.14% → 64.69% (+6.6%)

Holders
169
Holders Change
+35
Holders Change %
+26.12%
% of All Funds
3.83%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.25%
New
45
Increased
74
Reduced
30
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
+$71.3M
2
Jane Street
Jane Street
New York
+$21.3M
3
Citadel Advisors
Citadel Advisors
Florida
+$12.4M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$7.67M
5
VCM
Versant Capital Management
Arizona
+$3.72M

Top Sellers

Rank Fund Capital Flow
1
AL
Aspiriant LLC
California
-$1.43M
2
AWMG
Alliance Wealth Management Group
New Jersey
-$1.4M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.05M
4
AIP
Almanack Investment Partners
Pennsylvania
-$594K
5
FMC
First Merchants Corp
Indiana
-$525K
Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
126
Wealthcare Capital Management
Virginia
$111K – – –
CIR
127
Clear Investment Research
Georgia
$111K +$3.11K +86 +3%
AF
128
Advisornet Financial
Minnesota
$107K +$106K +2,930 New
PWM
129
Perigon Wealth Management
California
$84K +$3.26K +90 +4%
APA
130
American Portfolios Advisors
New York
$81K +$80K +2,210 New
EVC
131
Eidelman Virant Capital
Missouri
$78K -$161K -4,441 -80%
Fifth Third Bancorp
132
Fifth Third Bancorp
Ohio
$73K – – –
FRA
133
Front Row Advisors
California
$72K +$70.9K +1,958 New
PA
134
Parallel Advisors
California
$67K – – –
BCP
135
Blackhawk Capital Partners
Wisconsin
$64K +$63.5K +1,755 New
RCC
136
Red Cedar Capital
Nebraska
$59K +$58.7K +1,622 New
PFA
137
Pathway Financial Advisors
Vermont
$55K +$54.4K +1,502 New
AF
138
Allworth Financial
California
$45K – – –
CDIA
139
Capital Directions Investment Advisors
Georgia
$44K – – –
AIM
140
Anchor Investment Management
South Carolina
$44K +$43.4K +1,200 New
JWA
141
JFS Wealth Advisors
Pennsylvania
$39K +$2.35K +65 +7%
RFC
142
Regions Financial Corp
Alabama
$38K +$37.5K +1,035 New
Chevy Chase Trust
143
Chevy Chase Trust
Maryland
$35K -$8.61K -238 -16%
CIBC Private Wealth Group
144
CIBC Private Wealth Group
Georgia
$35K +$34.3K +949 New
EA
145
Edge Advisors
Georgia
$31K – – –
Northwestern Mutual Wealth Management
146
Northwestern Mutual Wealth Management
Wisconsin
$28K -$36.2K -1,001 -57%
SIAS
147
Shine Investment Advisory Services
Colorado
$18K +$507 +14 +3%
TL
148
TrueWealth LLC
Georgia
$18K +$17.8K +491 New
SEI Investments
149
SEI Investments
Pennsylvania
$18K +$18K +497 New
CMBA
150
C.M. Bidwell & Associates
Hawaii
$15K +$14.5K +400 New
4 5
6
7 8

SCHC Hedge Fund Activity: Q4 2017 in Review

169 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q4 2017, worth a combined $1.15B — up 22% from $943M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new SCHC positions and 9 closed out — a net gain of 36 holders — while 74 added to existing stakes and 30 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $71.3M. The largest seller was Aspiriant LLC, exiting entirely with an estimated $1.43M sold.

  • 169 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q4 2017, up from 134 in Q3 2017.
  • Funds reported $1.15B of Schwab International Small-Cap Equity ETF stock for Q4 2017, up 22% quarter-over-quarter.
  • 45 funds opened new Schwab International Small-Cap Equity ETF positions in Q4 2017 and 9 closed out, a net change of +36 holders.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q4 2017 was Charles Schwab Investment Advisory, an estimated $71.3M added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q4 2017 was Aspiriant LLC, an estimated $1.43M sold.

Based on aggregated 13F filings for Q4 2017.