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Schwab International Small-Cap Equity ETF

279 hedge funds and large institutions have $1.77B invested in Schwab International Small-Cap Equity ETF in 2019 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 110 increasing their positions, 67 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 29

64% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 67

15% more capital invested

Capital invested by funds: $1.53B → $1.77B (+$235M)

12% more funds holding

Funds holding: 250279 (+29)

1.53% more ownership

Funds ownership: 68.64%70.17% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

Holders
279
Holders Change
+29
Holders Change %
+11.6%
% of All Funds
5.5%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
59
Increased
110
Reduced
67
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BSW
126
Buckingham Strategic Wealth
Missouri
$541K +$4.9K +147 +1%
BJ
127
Brouwer & Janachowski
California
$520K -$25.2K -756 -5%
MFGP
128
Marshall Financial Group (Pennsylvania)
Pennsylvania
$519K +$1.83K +55 +0.4%
HCM
129
Hengehold Capital Management
Ohio
$513K -$667 -20 -0.1%
ECG
130
Edge Capital Group
Georgia
$495K +$9.71K +291 +2%
AFAS
131
Acorn Financial Advisory Services
Virginia
$471K +$455K +13,655 New
PCIA
132
Prime Capital Investment Advisors
Kansas
$467K +$419K +12,570 +1,398%
LTFS
133
Ladenburg Thalmann Financial Services
Florida
$455K -$26.9K -808 -6%
GAM
134
Gemmer Asset Management
California
$455K +$23.1K +693 +6%
LF
135
Lantz Financial
Illinois
$443K
LJAC
136
L.J. Altfest & Co
New York
$441K +$8.1K +243 +2%
RJA
137
Raymond James & Associates
Florida
$439K -$2.1K -63 -0.5%
LPL Financial
138
LPL Financial
California
$438K -$55K -1,648 -12%
GCA
139
Gradient Capital Advisors
California
$433K +$51.3K +1,537 +14%
WLIM
140
White Lighthouse Investment Management
Massachusetts
$418K +$11K +330 +3%
RPGK
141
Retirement Planning Group (Kansas)
Kansas
$412K -$102K -3,062 -20%
IFS
142
Ifrah Financial Services
Arkansas
$410K +$9.07K +272 +2%
VCP
143
Vista Capital Partners
Oregon
$408K -$10.6K -318 -3%
AOWM
144
Alpha Omega Wealth Management
Virginia
$402K +$42.3K +1,267 +12%
NSAM
145
North Star Asset Management
Wisconsin
$398K
BBPWM
146
Blue Bell Private Wealth Management
Pennsylvania
$389K +$22K +660 +6%
HWA
147
Heritage Way Advisors
Illinois
$386K -$767 -23 -0.2%
AWM
148
AE Wealth Management
Kansas
$382K +$368K +11,035 New
EH
149
Equitable Holdings
New York
$380K +$366K +10,965 New
EPM
150
Elm Partners Management
Pennsylvania
$373K

SCHC Hedge Fund Activity: Q4 2019 in Review

279 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q4 2019, worth a combined $1.77B — up 15% from $1.53B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new SCHC positions and 29 closed out — a net gain of 30 holders — while 110 added to existing stakes and 67 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $38.4M. The largest seller was Franklin Resources, exiting entirely with an estimated $6.58M sold.

  • 279 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q4 2019, up from 250 in Q3 2019.
  • Funds reported $1.77B of Schwab International Small-Cap Equity ETF stock for Q4 2019, up 15% quarter-over-quarter.
  • 59 funds opened new Schwab International Small-Cap Equity ETF positions in Q4 2019 and 29 closed out, a net change of +30 holders.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q4 2019 was Charles Schwab Investment Advisory, an estimated $38.4M added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q4 2019 was Franklin Resources, an estimated $6.58M sold.

Based on aggregated 13F filings for Q4 2019.