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Schwab International Small-Cap Equity ETF

371 hedge funds and large institutions have $2.83B invested in Schwab International Small-Cap Equity ETF in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 140 increasing their positions, 129 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

9% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 129

3% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 31

1% more capital invested

Capital invested by funds: $2.79B → $2.83B (+$32M)

0.16% more ownership

Funds ownership: 75.42%75.58% (+0.16%)

1% less funds holding

Funds holding: 373371 (-2)

Holders
371
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
5.83%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.25%
New
32
Increased
140
Reduced
129
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TA
126
Trellis Advisors
Washington
$1.39M +$11.2K +331 +0.8%
AFAS
127
Acorn Financial Advisory Services
Virginia
$1.28M +$14.6K +431 +1%
DWM
128
Dopkins Wealth Management
New York
$1.23M -$5.38K -159 -0.4%
Financial Engines Advisors
129
Financial Engines Advisors
California
$1.19M +$141K +4,166 +13%
RPSA
130
Richard P. Slaughter Associates
Texas
$1.18M +$106K +3,124 +10%
PA
131
Procyon Advisors
Connecticut
$1.18M -$6.51M -192,405 -85%
CFO
132
CVA Family Office
Colorado
$1.17M +$981 +29 +0.1%
OIA
133
OneDigital Investment Advisors
Kansas
$1.15M +$85.4K +2,524 +8%
WA
134
Wealth Architects
California
$1.12M +$72.7K +2,149 +7%
SCM
135
SOL Capital Management
Maryland
$1.11M -$5.07K -150 -0.5%
OPWM
136
Oakwell Private Wealth Management
Texas
$1.09M -$9.91K -293 -0.9%
WCFA
137
Walkner Condon Financial Advisors
Wisconsin
$1.07M -$17.5K -517 -2%
PPW
138
Parcion Private Wealth
Washington
$1.05M
AWM
139
Avior Wealth Management
Nebraska
$1.05M -$110K -3,247 -9%
SSW
140
Stone Summit Wealth
Florida
$1M +$92.3K +2,729 +10%
Renaissance Technologies
141
Renaissance Technologies
New York
$965K -$220K -6,519 -19%
PCM
142
Passive Capital Management
Maryland
$935K +$1.39K +41 +0.1%
SWM
143
SeaCrest Wealth Management
New York
$934K -$17K -503 -2%
CPP
144
Capasso Planning Partners
South Carolina
$908K -$10.4K -309 -1%
MFT
145
Moisand Fitzgerald Tamayo
Florida
$901K -$15.7K -463 -2%
NA
146
NewEdge Advisors
Louisiana
$876K +$88.4K +2,614 +11%
CB
147
Commerce Bank
Missouri
$873K +$129K +3,816 +17%
FG
148
Foster Group
Iowa
$871K +$72.2K +2,136 +9%
CAM
149
Cresset Asset Management
Illinois
$863K -$21.9K -649 -2%
CWA
150
Carolina Wealth Advisors
South Carolina
$858K +$11.5K +339 +1%

SCHC Hedge Fund Activity: Q2 2023 in Review

371 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q2 2023, worth a combined $2.83B — up 1.1% from $2.79B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SCHC positions and 31 closed out — a net gain of 1 holder — while 140 added to existing stakes and 129 trimmed.

The largest buyer was Jane Street, adding an estimated $80.8M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $74.8M.

  • 371 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q2 2023, down from 373 in Q1 2023.
  • Funds reported $2.83B of Schwab International Small-Cap Equity ETF stock for Q2 2023, up 1.1% quarter-over-quarter.
  • 32 funds opened new Schwab International Small-Cap Equity ETF positions in Q2 2023 and 31 closed out, a net change of +1 holder.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q2 2023 was Jane Street, an estimated $80.8M added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q2 2023 was Wealth Enhancement Advisory Services, an estimated $74.8M sold.

Based on aggregated 13F filings for Q2 2023.