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Schwab International Small-Cap Equity ETF

181 hedge funds and large institutions have $1.24B invested in Schwab International Small-Cap Equity ETF in 2018 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 80 increasing their positions, 40 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 13

100% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 40

7% more capital invested

Capital invested by funds: $1.15B → $1.24B (+$83.2M)

7% more funds holding

Funds holding: 169181 (+12)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

1.52% less ownership

Funds ownership: 64.69%63.17% (-1.5%)

Holders
181
Holders Change
+12
Holders Change %
+7.1%
% of All Funds
4.15%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.25%
New
26
Increased
80
Reduced
40
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CMBA
151
C.M. Bidwell & Associates
Hawaii
$34K +$19.5K +525 +131%
EA
152
Edge Advisors
Georgia
$31K
Parallax Volatility Advisers
153
Parallax Volatility Advisers
California
$24K +$24.1K +650 +65,000%
Deutsche Bank
154
Deutsche Bank
Germany
$22K +$23.3K +626 New
Northwestern Mutual Wealth Management
155
Northwestern Mutual Wealth Management
Wisconsin
$18K -$9.06K -244 -33%
TL
156
TrueWealth LLC
Georgia
$18K
TFS
157
TrustCore Financial Services
Tennessee
$15K +$1.97K +53 +14%
APP
158
Avantax Planning Partners
Iowa
$15K +$15.5K +417 New
MSA
159
Marino Stram & Associates
Massachusetts
$11K
CPIG
160
Chicago Partners Investment Group
Illinois
$10K
PMFA
161
Plante Moran Financial Advisors
Michigan
$10K
VIA
162
Vantage Investment Advisors
Pennsylvania
$9K
BFC
163
Bedel Financial Consulting
Indiana
$9K +$8.99K +242 New
VFA
164
Valeo Financial Advisors
Indiana
$8K +$7.69K +207 New
BWL
165
Bogart Wealth LLC
Virginia
$6K
S
166
SignatureFD
Georgia
$5K +$5.09K +137 New
CCA
167
Clearwater Capital Advisors
Illinois
$5K +$5.16K +139 New
ASN
168
Advisory Services Network
Georgia
$3K -$7.58K -204 -73%
TFA
169
Transamerica Financial Advisors
Florida
$3K +$2.56K +69 New
SIAS
170
Shine Investment Advisory Services
Colorado
$2K -$16.2K -436 -87%
AIA
171
Armor Investment Advisors
North Carolina
$2K
SWP
172
Stratos Wealth Partners
Ohio
$2K +$1.86K +50 New
WAP
173
Wealthcare Advisory Partners
Pennsylvania
$2K +$1.86K +50 New
BAM
174
Barrett Asset Management
New York
$1K
RCA
175
Rowland Carmichael Advisors
Arizona
$1K

SCHC Hedge Fund Activity: Q1 2018 in Review

181 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q1 2018, worth a combined $1.24B — up 7.2% from $1.15B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new SCHC positions and 13 closed out — a net gain of 13 holders — while 80 added to existing stakes and 40 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $83.7M. The largest seller was Jane Street, cutting an estimated $26.9M.

  • 181 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q1 2018, up from 169 in Q4 2017.
  • Funds reported $1.24B of Schwab International Small-Cap Equity ETF stock for Q1 2018, up 7.2% quarter-over-quarter.
  • 26 funds opened new Schwab International Small-Cap Equity ETF positions in Q1 2018 and 13 closed out, a net change of +13 holders.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q1 2018 was Charles Schwab Investment Advisory, an estimated $83.7M added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q1 2018 was Jane Street, an estimated $26.9M sold.

Based on aggregated 13F filings for Q1 2018.