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Schwab International Small-Cap Equity ETF
SCHC

Overview Fund Activity

330 hedge funds and large institutions have $2.75B invested in Schwab International Small-Cap Equity ETF in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 116 increasing their positions, 93 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+15
Holders Change %
+4.76%
% of All Funds
5.8%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.35%
New
40
Increased
116
Reduced
93
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$1.2B
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$173M
3
JFGLC
Johnson Financial Group LLC (Colorado)
Colorado
$29.3M
4
MG
Mather Group
Illinois
$147M
5
AA
Advisory Alpha
Michigan
$26M

Top Sellers

1
TCM
Tradewinds Capital Management
Washington
$106K
2
CAI
Capital Advisors Inc
Oklahoma
$27.8M
3
SFA
Sequoia Financial Advisors
Ohio
$5.42M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$3.34M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$55.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
IC
151
IEQ Capital
California
$639K – – –
HWA
152
Heritage Way Advisors
Illinois
$615K +$9.67K +233 +2%
AIP
153
Almanack Investment Partners
Pennsylvania
$612K +$612K +14,734 New
HI
154
Harbour Investments
Wisconsin
$608K -$3.16K -76 -0.5%
JAG
155
Journey Advisory Group
Kentucky
$596K +$5.77K +139 +1%
AFAS
156
Acorn Financial Advisory Services
Virginia
$586K +$47.5K +1,146 +9%
EH
157
Equitable Holdings
New York
$572K +$8.1K +195 +1%
LJAC
158
L.J. Altfest & Co
New York
$571K +$58.3K +1,404 +11%
AA
159
Alesco Advisors
New York
$554K +$10.7K +258 +2%
BCM
160
Barometer Capital Management
Ontario, Canada
$552K -$835K -20,100 -60%
AOWM
161
Alpha Omega Wealth Management
Virginia
$550K -$19.3K -466 -3%
FG
162
Foster Group
Iowa
$547K +$28.7K +691 +6%
FTS
163
Fifth Third Securities
Ohio
$545K +$545K +13,124 New
GW
164
GW & Wade
Massachusetts
$521K – – –
MS
165
Madden Securities
Texas
$517K – – –
GAM
166
Gemmer Asset Management
California
$512K +$35.8K +862 +8%
Koshinski Asset Management
167
Koshinski Asset Management
Illinois
$511K +$64.6K +1,556 +14%
BA
168
Bridgewater Advisors
New York
$510K +$83 +2 +0%
BBPWM
169
Blue Bell Private Wealth Management
Pennsylvania
$509K +$44.5K +1,072 +10%
Fidelity Investments
170
Fidelity Investments
Massachusetts
$500K +$47.6K +1,148 +11%
RW
171
REDW Wealth
New Mexico
$493K – – –
IFS
172
Ifrah Financial Services
Arkansas
$487K +$11.7K +281 +2%
SAM
173
SignalPoint Asset Management
Missouri
$484K -$35.7K -860 -7%
Osaic Holdings
174
Osaic Holdings
Arizona
$447K -$61.2K -1,473 -12%
PP
175
Pegasus Partners
Wisconsin
$438K – – –
5 6
7
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