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Schwab International Small-Cap Equity ETF

367 hedge funds and large institutions have $2.87B invested in Schwab International Small-Cap Equity ETF in 2021 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 168 increasing their positions, 68 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 68

114% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 35

11% more funds holding

Funds holding: 330367 (+37)

1.3% more ownership

Funds ownership: 73.99%75.29% (+1.3%)

5% more capital invested

Capital invested by funds: $2.75B → $2.87B (+$125M)

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

Holders
367
Holders Change
+37
Holders Change %
+11.21%
% of All Funds
5.65%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.31%
New
75
Increased
168
Reduced
68
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SHGA
151
Sand Hill Global Advisors
California
$850K
BWM
152
BCS Wealth Management
Tennessee
$832K +$166K +3,980 +24%
MWM
153
Merriman Wealth Management
Washington
$798K +$5.96K +143 +0.7%
Renaissance Technologies
154
Renaissance Technologies
New York
$771K -$1.14M -27,363 -59%
SPP
155
Single Point Partners
Massachusetts
$767K +$782K +18,744 New
OPWM
156
Oakwell Private Wealth Management
Texas
$763K -$9.76K -234 -1%
MS
157
Madden Securities
Texas
$757K +$252K +6,040 +49%
ATC
158
Argent Trust Co
Tennessee
$733K
SFS
159
Summit Financial Strategies
Ohio
$713K -$11.4K -273 -2%
AFS
160
Annapolis Financial Services
Maryland
$697K -$23.2K -556 -3%
SIA
161
Soltis Investment Advisors
Utah
$679K +$691K +16,578 New
AFAS
162
Acorn Financial Advisory Services
Virginia
$670K +$92.8K +2,226 +16%
MFC
163
Morris Financial Concepts
South Carolina
$651K +$663K +15,900 New
MWM
164
Madison Wealth Management
Ohio
$650K
CAL
165
Capital Analysts LLC
Pennsylvania
$645K +$6.05K +145 +0.9%
EH
166
Equitable Holdings
New York
$643K +$81K +1,942 +14%
PA
167
Pinnacle Associates
New York
$641K +$293K +7,027 +81%
MFGP
168
Marshall Financial Group (Pennsylvania)
Pennsylvania
$638K -$75.9K -1,819 -10%
IC
169
IEQ Capital
California
$630K
AIP
170
Almanack Investment Partners
Pennsylvania
$630K +$26.9K +645 +4%
JCM
171
Janney Capital Management
Pennsylvania
$618K +$629K +15,093 New
HWA
172
Heritage Way Advisors
Illinois
$612K +$5.8K +139 +0.9%
FTS
173
Fifth Third Securities
Ohio
$612K +$75.8K +1,817 +14%
GAM
174
Gemmer Asset Management
California
$605K +$102K +2,455 +20%
LJAC
175
L.J. Altfest & Co
New York
$593K +$30.8K +739 +5%

SCHC Hedge Fund Activity: Q4 2021 in Review

367 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q4 2021, worth a combined $2.87B — up 4.6% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new SCHC positions and 35 closed out — a net gain of 40 holders — while 168 added to existing stakes and 68 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $33.6M. The largest seller was Jane Street, exiting entirely with an estimated $9.21M sold.

  • 367 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q4 2021, up from 330 in Q3 2021.
  • Funds reported $2.87B of Schwab International Small-Cap Equity ETF stock for Q4 2021, up 4.6% quarter-over-quarter.
  • 75 funds opened new Schwab International Small-Cap Equity ETF positions in Q4 2021 and 35 closed out, a net change of +40 holders.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q4 2021 was Charles Schwab Investment Advisory, an estimated $33.6M added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q4 2021 was Jane Street, an estimated $9.21M sold.

Based on aggregated 13F filings for Q4 2021.