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Schwab International Small-Cap Equity ETF
SCHC

279 hedge funds and large institutions have $1.77B invested in Schwab International Small-Cap Equity ETF in 2019 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 110 increasing their positions, 67 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 29

64% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 67

15% more capital invested

Capital invested by funds: $1.53B → $1.77B (+$235M)

12% more funds holding

Funds holding: 250 → 279 (+29)

1.53% more ownership

Funds ownership: 68.64% → 70.17% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 9 → 9 (0)

Holders
279
Holders Change
+29
Holders Change %
+11.6%
% of All Funds
5.5%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
59
Increased
110
Reduced
67
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
+$38.4M
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$13.8M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$8.98M
4
Creative Planning
Creative Planning
Kansas
+$5.29M
5
Citadel Advisors
Citadel Advisors
Florida
+$4.09M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$6.58M
2
Jane Street
Jane Street
New York
-$5.23M
3
FC
Financial Consulate
Maryland
-$3.35M
4
BCI
Brinker Capital Investments
Pennsylvania
-$3.34M
5
IA
IndexIQ Advisors
New York
-$2.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
151
IFP Advisors
Florida
$371K +$12.2K +365 +3%
Koshinski Asset Management
152
Koshinski Asset Management
Illinois
$363K +$71.8K +2,154 +26%
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$354K – – –
SBIA
154
Sheaff Brock Investment Advisors
Indiana
$351K – – –
CFA
155
Cahill Financial Advisors
Minnesota
$349K +$6.64K +199 +2%
SFWC
156
Strategic Family Wealth Counselors
New Jersey
$345K +$5.64K +169 +2%
PWMG
157
Prestige Wealth Management Group
New Jersey
$342K +$867 +26 +0.3%
FANJ
158
Financial Architects (New Jersey)
New Jersey
$341K +$19.5K +586 +6%
IAS
159
IMA Advisory Services
Colorado
$337K +$11K +331 +4%
MS
160
Madden Securities
Texas
$333K +$320K +9,600 New
MCM
161
Mainstay Capital Management
Michigan
$329K +$8.04K +241 +3%
SFSG
162
Stearns Financial Services Group
North Carolina
$326K – – –
FCIM
163
Fairview Capital Investment Management
California
$322K – – –
GAM
164
Garrison Asset Management
Arkansas
$318K -$6.1K -183 -2%
RDWM
165
Red Door Wealth Management
Tennessee
$316K +$305K +9,142 New
SMC
166
Smith, Moore & Co
Missouri
$313K – – –
JWCA
167
J.W. Cole Advisors
Florida
$307K +$295K +8,856 New
RSWM
168
Robertson Stephens Wealth Management
California
$300K – – –
IAN
169
Integrated Advisors Network
Texas
$294K +$283K +8,483 New
SWA
170
Stratos Wealth Advisors
Ohio
$288K -$8.27K -248 -3%
KeyBank National Association
171
KeyBank National Association
Ohio
$288K – – –
FP
172
Fiduciary Planning
Florida
$277K +$273K +8,182 New
SPP
173
Single Point Partners
Massachusetts
$276K +$265K +7,955 New
IC
174
IEQ Capital
California
$270K +$260K +7,782 New
OWM
175
Opes Wealth Management
California
$258K -$6.34K -190 -2%
5 6
7
8 9

SCHC Hedge Fund Activity: Q4 2019 in Review

279 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q4 2019, worth a combined $1.77B — up 15% from $1.53B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new SCHC positions and 29 closed out — a net gain of 30 holders — while 110 added to existing stakes and 67 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $38.4M. The largest seller was Franklin Resources, exiting entirely with an estimated $6.58M sold.

  • 279 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q4 2019, up from 250 in Q3 2019.
  • Funds reported $1.77B of Schwab International Small-Cap Equity ETF stock for Q4 2019, up 15% quarter-over-quarter.
  • 59 funds opened new Schwab International Small-Cap Equity ETF positions in Q4 2019 and 29 closed out, a net change of +30 holders.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q4 2019 was Charles Schwab Investment Advisory, an estimated $38.4M added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q4 2019 was Franklin Resources, an estimated $6.58M sold.

Based on aggregated 13F filings for Q4 2019.