We are live on ! Find out more
SCHC icon

Schwab International Small-Cap Equity ETF

258 hedge funds and large institutions have $1.87B invested in Schwab International Small-Cap Equity ETF in 2020 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 53 increasing their positions, 111 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 27

8% more capital invested

Capital invested by funds: $1.73B → $1.87B (+$140M)

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

0% more funds holding

Funds holding: 257258 (+1)

0.18% more ownership

Funds ownership: 73.73%73.91% (+0.18%)

52% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 111

Holders
258
Holders Change
+1
Holders Change %
+0.39%
% of All Funds
5.21%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.32%
New
33
Increased
53
Reduced
111
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCG
151
MACRO Consulting Group
New Jersey
$293K +$18.6K +583 +7%
PA
152
Pinnacle Associates
New York
$290K -$70.3K -2,202 -20%
VCM
153
Vivaldi Capital Management
Illinois
$279K -$31.7K -991 -11%
NSAM
154
North Star Asset Management
Wisconsin
$277K
GAM
155
Garrison Asset Management
Arkansas
$275K
KeyBank National Association
156
KeyBank National Association
Ohio
$271K
CFA
157
Cahill Financial Advisors
Minnesota
$265K +$261K +8,158 New
MA
158
Mutual Advisors
Nebraska
$263K -$12.6K -394 -5%
SCM
159
Southport Capital Management
Tennessee
$261K +$22.7K +709 +10%
NGA
160
Naples Global Advisors
Florida
$257K -$3.19K -100 -1%
Cerity Partners
161
Cerity Partners
New York
$253K +$248K +7,776 New
ASN
162
Advisory Services Network
Georgia
$252K +$10.6K +331 +4%
SC
163
Schoolcraft Capital
Colorado
$245K -$319 -10 -0.1%
PA
164
Parallel Advisors
California
$235K -$30.1K -942 -12%
GC
165
Garde Capital
Washington
$223K +$219K +6,848 New
EWA
166
EP Wealth Advisors
California
$222K +$218K +6,828 New
HWA
167
HHM Wealth Advisors
Tennessee
$214K -$2.81K -88 -1%
HighTower Advisors
168
HighTower Advisors
Illinois
$214K +$209K +6,545 New
ADL
169
Asset Dedication LLC
California
$202K
VCM
170
Versant Capital Management
Arizona
$163K -$22.8K -715 -12%
FA
171
Faithward Advisors
Pennsylvania
$150K -$8.5K -266 -5%
Northwestern Mutual Wealth Management
172
Northwestern Mutual Wealth Management
Wisconsin
$136K +$123K +3,839 +1,103%
PFO
173
Pathstone Family Office
New Jersey
$135K -$316K -9,880 -71%
DI
174
Disciplined Investments
Oklahoma
$134K
M
175
MOTCO
Texas
$125K -$5.69K -178 -4%

SCHC Hedge Fund Activity: Q3 2020 in Review

258 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q3 2020, worth a combined $1.87B — up 8.1% from $1.73B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new SCHC positions and 27 closed out — a net gain of 6 holders — while 53 added to existing stakes and 111 trimmed.

The largest buyer was Systelligence LLC, opening a new position worth an estimated $9.84M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $13.4M sold.

  • 258 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q3 2020, up from 257 in Q2 2020.
  • Funds reported $1.87B of Schwab International Small-Cap Equity ETF stock for Q3 2020, up 8.1% quarter-over-quarter.
  • 33 funds opened new Schwab International Small-Cap Equity ETF positions in Q3 2020 and 27 closed out, a net change of +6 holders.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q3 2020 was Systelligence LLC, an estimated $9.84M added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q3 2020 was Susquehanna International Group, an estimated $13.4M sold.

Based on aggregated 13F filings for Q3 2020.