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Schwab International Small-Cap Equity ETF

392 hedge funds and large institutions have $1.61B invested in Schwab International Small-Cap Equity ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 139 increasing their positions, 152 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 23

2% more funds holding

Funds holding: 383392 (+9)

9% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 152

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

37.29% less ownership

Funds ownership: 74.75%37.46% (-37%)

47% less capital invested

Capital invested by funds: $3.04B → $1.61B (-$1.43B)

Holders
392
Holders Change
+9
Holders Change %
+2.35%
% of All Funds
5.63%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.14%
New
34
Increased
139
Reduced
152
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWP
126
Falcon Wealth Planning
California
$1.38M -$759K -20,610 -37%
FWM
127
Fonville Wealth Management
Virginia
$1.35M -$24.5K -666 -2%
FG
128
Foster Group
Iowa
$1.28M +$86.7K +2,354 +8%
Mercer Global Advisors
129
Mercer Global Advisors
Colorado
$1.27M -$71.7K -1,946 -6%
WCFA
130
Walkner Condon Financial Advisors
Wisconsin
$1.24M -$7.62K -207 -0.6%
NAM
131
NorthCrest Asset Manangement
Minnesota
$1.23M +$1.18K +32 +0.1%
SCM
132
SOL Capital Management
Maryland
$1.21M -$29.5K -800 -2%
OIA
133
OneDigital Investment Advisors
Kansas
$1.2M -$18.3K -496 -2%
FFN
134
Focus Financial Network
Minnesota
$1.19M +$80.9K +2,196 +8%
BI
135
Beckerman Institutional
New Jersey
$1.19M +$1.14M +30,948 New
CB
136
Commerce Bank
Missouri
$1.19M
HCP
137
Hexagon Capital Partners
Arkansas
$1.19M +$13.5K +366 +1%
WA
138
Wealth Architects
California
$1.18M -$81.2K -2,205 -7%
CWA
139
Carolina Wealth Advisors
South Carolina
$1.12M -$32.7K -887 -3%
CAM
140
Cresset Asset Management
Illinois
$1.1M +$334K +9,061 +46%
NA
141
NewEdge Advisors
Louisiana
$1.09M +$8.06K +219 +0.8%
SWM
142
SeaCrest Wealth Management
New York
$1.05M +$589 +16 +0.1%
OPWM
143
Oakwell Private Wealth Management
Texas
$1.03M -$126K -3,423 -11%
LC
144
LTG Capital
Massachusetts
$1.02M +$28.8K +781 +3%
PCM
145
Passive Capital Management
Maryland
$1.02M -$24.4K -663 -2%
Commonwealth Equity Services
146
Commonwealth Equity Services
Massachusetts
$1.02M +$38.5K +1,045 +4%
AAS
147
Asset Allocation Strategies
Michigan
$984K +$940K +25,535 New
IAS
148
IMA Advisory Services
Colorado
$959K +$917K +24,893 New
UCFA
149
United Capital Financial Advisors
Texas
$956K -$10K -272 -1%
FWM
150
Fortress Wealth Management
California
$956K -$25.3K -687 -3%

SCHC Hedge Fund Activity: Q3 2024 in Review

392 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q3 2024, worth a combined $1.61B — down 47% from $3.04B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new SCHC positions and 23 closed out — a net gain of 11 holders — while 139 added to existing stakes and 152 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $8.85M. The largest seller was Charles Schwab, exiting entirely with an estimated $1.41B sold.

  • 392 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q3 2024, up from 383 in Q2 2024.
  • Funds reported $1.61B of Schwab International Small-Cap Equity ETF stock for Q3 2024, down 47% quarter-over-quarter.
  • 34 funds opened new Schwab International Small-Cap Equity ETF positions in Q3 2024 and 23 closed out, a net change of +11 holders.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q3 2024 was PNC Financial Services Group, an estimated $8.85M added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q3 2024 was Charles Schwab, an estimated $1.41B sold.

Based on aggregated 13F filings for Q3 2024.