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Schwab International Small-Cap Equity ETF

383 hedge funds and large institutions have $3.04B invested in Schwab International Small-Cap Equity ETF in 2024 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 124 increasing their positions, 147 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

0.91% more ownership

Funds ownership: 73.84%74.75% (+0.91%)

0% less capital invested

Capital invested by funds: $3.04B → $3.04B (-$1.16M)

8% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 40

2% less funds holding

Funds holding: 390383 (-7)

16% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 147

Holders
383
Holders Change
-7
Holders Change %
-1.79%
% of All Funds
5.53%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
37
Increased
124
Reduced
147
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFTS
126
American Financial & Tax Strategies
New York
$1.33M +$7.66K +215 +0.6%
FWM
127
Fonville Wealth Management
Virginia
$1.27M -$10K -281 -0.8%
DWM
128
Dopkins Wealth Management
New York
$1.25M -$37.6K -1,054 -3%
IWC
129
Integrated Wealth Concepts
Massachusetts
$1.25M -$5.71M -160,229 -82%
CFO
130
Colony Family Offices
North Carolina
$1.25M +$369K +10,357 +42%
Mercer Global Advisors
131
Mercer Global Advisors
Colorado
$1.24M +$57.5K +1,614 +5%
WA
132
Wealth Architects
California
$1.17M
WCFA
133
Walkner Condon Financial Advisors
Wisconsin
$1.15M -$392 -11 -0%
SCM
134
SOL Capital Management
Maryland
$1.14M -$26.4K -740 -2%
NAM
135
NorthCrest Asset Manangement
Minnesota
$1.14M +$1.71K +48 +0.2%
OIA
136
OneDigital Investment Advisors
Kansas
$1.13M +$50.2K +1,409 +5%
LCM
137
Leisure Capital Management
California
$1.1M -$6.56K -184 -0.6%
CB
138
Commerce Bank
Missouri
$1.1M -$26.4K -740 -2%
FG
139
Foster Group
Iowa
$1.09M +$10.7K +300 +1%
HCP
140
Hexagon Capital Partners
Arkansas
$1.08M +$51K +1,430 +5%
OPWM
141
Oakwell Private Wealth Management
Texas
$1.08M -$38.2K -1,073 -3%
FFN
142
Focus Financial Network
Minnesota
$1.07M -$4.71K -132 -0.5%
CWA
143
Carolina Wealth Advisors
South Carolina
$1.06M +$78.3K +2,196 +8%
NA
144
NewEdge Advisors
Louisiana
$997K +$76.5K +2,147 +8%
SWM
145
SeaCrest Wealth Management
New York
$973K -$44.2K -1,241 -4%
PCM
146
Passive Capital Management
Maryland
$964K -$19.5K -547 -2%
AWM
147
Avior Wealth Management
Nebraska
$942K -$62.9K -1,766 -6%
LC
148
LTG Capital
Massachusetts
$915K +$15.4K +431 +2%
FWM
149
Fortress Wealth Management
California
$907K -$15K -420 -2%
Commonwealth Equity Services
150
Commonwealth Equity Services
Massachusetts
$901K -$38.7K -1,085 -4%

SCHC Hedge Fund Activity: Q2 2024 in Review

383 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q2 2024, worth a combined $3.04B — down 0.04% from $3.04B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of SCHC and 37 opened new positions — a net loss of 3 holders — while 147 trimmed existing stakes and 124 added.

The largest buyer was Charles Schwab, adding an estimated $1.38B. The largest seller was New York Life Investment Management, exiting entirely with an estimated $55M sold.

  • 383 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q2 2024, down from 390 in Q1 2024.
  • Funds reported $3.04B of Schwab International Small-Cap Equity ETF stock for Q2 2024, down 0.04% quarter-over-quarter.
  • 37 funds opened new Schwab International Small-Cap Equity ETF positions in Q2 2024 and 40 closed out, a net change of -3 holders.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q2 2024 was Charles Schwab, an estimated $1.38B added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q2 2024 was New York Life Investment Management, an estimated $55M sold.

Based on aggregated 13F filings for Q2 2024.