Schwab International Small-Cap Equity ETF
SCHC
243 hedge funds and large institutions have $1.33B invested in Schwab International Small-Cap Equity ETF in 2019 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 91 increasing their positions, 73 reducing their positions, and 28 closing their positions.
61% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 28
25% more repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 73
8% more funds holding in top 10
Funds holding in top 10: 12 → 13 (+1)
6% more funds holding
Funds holding: 229 → 243 (+14)
1% less capital invested
Capital invested by funds: $1.34B → $1.33B (-$19.6M)
4.9% less ownership
Funds ownership: 68.39% → 63.48% (-4.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$31.3M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$14.3M |
| 3 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$8.13M |
| 4 |
EFSCE
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
+$7.37M |
| 5 |
TYCC
Texas Yale Capital Corp
St. Petersburg,
Florida
|
+$3.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
-$159M |
| 2 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$18.9M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$15.5M |
| 4 |
EC
Estate Counselors
Thiensville,
Wisconsin
|
-$11.9M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$11.6M |
SCHC Hedge Fund Activity: Q1 2019 in Review
243 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q1 2019, worth a combined $1.33B — down 1.5% from $1.34B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new SCHC positions and 28 closed out — a net gain of 17 holders — while 91 added to existing stakes and 73 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $31.3M. The largest seller was Financial Engines Advisors, cutting an estimated $159M.
- 243 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q1 2019, up from 229 in Q4 2018.
- Funds reported $1.33B of Schwab International Small-Cap Equity ETF stock for Q1 2019, down 1.5% quarter-over-quarter.
- 45 funds opened new Schwab International Small-Cap Equity ETF positions in Q1 2019 and 28 closed out, a net change of +17 holders.
- The largest Schwab International Small-Cap Equity ETF buyer in Q1 2019 was Charles Schwab Investment Advisory, an estimated $31.3M added.
- The largest Schwab International Small-Cap Equity ETF seller in Q1 2019 was Financial Engines Advisors, an estimated $159M sold.
Based on aggregated 13F filings for Q1 2019.