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Schwab International Small-Cap Equity ETF
SCHC

Overview Fund Activity

370 hedge funds and large institutions have $2.82B invested in Schwab International Small-Cap Equity ETF in 2023 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 140 increasing their positions, 129 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
370
Holders Change
-3
Holders Change %
-0.8%
% of All Funds
5.84%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.25%
New
31
Increased
140
Reduced
129
Closed
31
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$80.7M
2
TCM
Tradewinds Capital Management
Washington
+$27.9M
3
CSIA
Charles Schwab Investment Advisory
California
+$16.3M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$9.09M
5
SAG
SageView Advisory Group
California
+$7.57M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$74.7M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$30.5M
3
TF
TIAA FSB
Florida
-$7.64M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$7.09M
5
PA
Procyon Advisors
Connecticut
-$6.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFAS
126
Acorn Financial Advisory Services
Virginia
$1.28M +$14.6K +431 +1%
DWM
127
Dopkins Wealth Management
New York
$1.23M -$5.37K -159 -0.4%
Financial Engines Advisors
128
Financial Engines Advisors
California
$1.19M +$141K +4,166 +13%
RPSA
129
Richard P. Slaughter Associates
Texas
$1.18M +$105K +3,124 +10%
PA
130
Procyon Advisors
Connecticut
$1.18M -$6.5M -192,405 -85%
CFO
131
CVA Family Office
Colorado
$1.17M +$979 +29 +0.1%
OIA
132
OneDigital Investment Advisors
Kansas
$1.15M +$85.2K +2,524 +8%
WA
133
Wealth Architects
California
$1.12M +$72.6K +2,149 +7%
SCM
134
SOL Capital Management
Maryland
$1.11M -$5.07K -150 -0.5%
OPWM
135
Oakwell Private Wealth Management
Texas
$1.09M -$9.9K -293 -0.9%
WCFA
136
Walkner Condon Financial Advisors
Wisconsin
$1.07M -$17.4K -517 -2%
PPW
137
Parcion Private Wealth
Washington
$1.05M – – –
AWM
138
Avior Wealth Management
Nebraska
$1.05M -$110K -3,247 -9%
SSW
139
Stone Summit Wealth
Florida
$1M +$92.2K +2,729 +10%
Renaissance Technologies
140
Renaissance Technologies
New York
$965K -$220K -6,519 -19%
PCM
141
Passive Capital Management
Maryland
$935K +$1.39K +41 +0.1%
SWM
142
SeaCrest Wealth Management
New York
$934K -$17K -503 -2%
CPP
143
Capasso Planning Partners
South Carolina
$908K -$10.4K -309 -1%
MFT
144
Moisand Fitzgerald Tamayo
Florida
$901K -$15.6K -463 -2%
NA
145
NewEdge Advisors
Louisiana
$876K +$88.3K +2,614 +11%
CB
146
Commerce Bank
Missouri
$873K +$129K +3,816 +17%
FG
147
Foster Group
Iowa
$871K +$72.1K +2,136 +9%
CAM
148
Cresset Asset Management
Illinois
$863K -$21.9K -649 -2%
CWA
149
Carolina Wealth Advisors
South Carolina
$858K +$11.4K +339 +1%
PFC
150
Phocas Financial Corp
California
$845K +$170K +5,020 +25%
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