Schwab International Small-Cap Equity ETF
SCHC
257 hedge funds and large institutions have $1.73B invested in Schwab International Small-Cap Equity ETF in 2020 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 80 increasing their positions, 97 reducing their positions, and 30 closing their positions.
36% more funds holding in top 10
Funds holding in top 10: 11 → 15 (+4)
30% more capital invested
Capital invested by funds: $1.34B → $1.73B (+$395M)
1.8% more ownership
Funds ownership: 71.93% → 73.73% (+1.8%)
1% less funds holding
Funds holding: 259 → 257 (-2)
3% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 30
18% less repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 97
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CG
Colony Group
Boston,
Massachusetts
|
+$35.1M |
| 2 |
MG
Mather Group
Chicago,
Illinois
|
+$29.3M |
| 3 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$14.2M |
| 4 |
SC
Savant Capital
Rockford,
Illinois
|
+$13.4M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$12.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$14M |
| 2 |
Charles Schwab
San Francisco,
California
|
-$8.66M |
| 3 |
ST
Spinnaker Trust
Portland,
Maine
|
-$6.96M |
| 4 |
BWM
Brickley Wealth Management
San Mateo,
California
|
-$6.2M |
| 5 |
MWM
Mission Wealth Management
Santa Barbara,
California
|
-$5.55M |
SCHC Hedge Fund Activity: Q2 2020 in Review
257 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q2 2020, worth a combined $1.73B — up 30% from $1.34B a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of SCHC and 29 opened new positions — a net loss of 1 holder — while 97 trimmed existing stakes and 80 added.
The largest buyer was Colony Group, adding an estimated $35.1M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $14M.
- 257 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q2 2020, down from 259 in Q1 2020.
- Funds reported $1.73B of Schwab International Small-Cap Equity ETF stock for Q2 2020, up 30% quarter-over-quarter.
- 29 funds opened new Schwab International Small-Cap Equity ETF positions in Q2 2020 and 30 closed out, a net change of -1 holder.
- The largest Schwab International Small-Cap Equity ETF buyer in Q2 2020 was Colony Group, an estimated $35.1M added.
- The largest Schwab International Small-Cap Equity ETF seller in Q2 2020 was Wealth Enhancement Advisory Services, an estimated $14M sold.
Based on aggregated 13F filings for Q2 2020.