Schwab International Small-Cap Equity ETF
SCHC
259 hedge funds and large institutions have $1.34B invested in Schwab International Small-Cap Equity ETF in 2020 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 92 increasing their positions, 91 reducing their positions, and 52 closing their positions.
22% more funds holding in top 10
Funds holding in top 10: 9 → 11 (+2)
1.76% more ownership
Funds ownership: 70.17% → 71.93% (+1.8%)
1% more repeat investments, than reductions
Existing positions increased: 92 | Existing positions reduced: 91
7% less funds holding
Funds holding: 279 → 259 (-20)
24% less capital invested
Capital invested by funds: $1.77B → $1.34B (-$431M)
33% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 52
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SC
Savant Capital
Rockford,
Illinois
|
+$53.5M |
| 2 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$36.3M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$24.3M |
| 4 |
PFA
Pure Financial Advisors
San Diego,
California
|
+$20.5M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$18.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$44.2M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$33.5M |
| 3 |
MAG
Mokosak Advisory Group
Urbandale,
Iowa
|
-$9.65M |
| 4 |
SFP
Strategic Financial Planning
Plano,
Texas
|
-$7.37M |
| 5 |
IA
IndexIQ Advisors
New York
|
-$6.41M |
SCHC Hedge Fund Activity: Q1 2020 in Review
259 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q1 2020, worth a combined $1.34B — down 24% from $1.77B a quarter earlier.
Sellers outnumbered buyers: 52 funds closed out of SCHC and 35 opened new positions — a net loss of 17 holders — while 91 trimmed existing stakes and 92 added.
The largest buyer was Savant Capital, adding an estimated $53.5M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $44.2M.
- 259 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q1 2020, down from 279 in Q4 2019.
- Funds reported $1.34B of Schwab International Small-Cap Equity ETF stock for Q1 2020, down 24% quarter-over-quarter.
- 35 funds opened new Schwab International Small-Cap Equity ETF positions in Q1 2020 and 52 closed out, a net change of -17 holders.
- The largest Schwab International Small-Cap Equity ETF buyer in Q1 2020 was Savant Capital, an estimated $53.5M added.
- The largest Schwab International Small-Cap Equity ETF seller in Q1 2020 was Charles Schwab Investment Advisory, an estimated $44.2M sold.
Based on aggregated 13F filings for Q1 2020.