We are live on ! Find out more
SCHC icon

Schwab International Small-Cap Equity ETF

371 hedge funds and large institutions have $2.83B invested in Schwab International Small-Cap Equity ETF in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 140 increasing their positions, 129 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

9% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 129

3% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 31

1% more capital invested

Capital invested by funds: $2.79B → $2.83B (+$32M)

0.16% more ownership

Funds ownership: 75.42%75.58% (+0.16%)

1% less funds holding

Funds holding: 373371 (-2)

Holders
371
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
5.83%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.25%
New
32
Increased
140
Reduced
129
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFC
151
Phocas Financial Corp
California
$845K +$170K +5,020 +25%
LC
152
LTG Capital
Massachusetts
$842K +$8.05K +238 +1%
FFN
153
Focus Financial Network
Minnesota
$841K +$3.18K +94 +0.4%
Mercer Global Advisors
154
Mercer Global Advisors
Colorado
$826K -$142K -4,211 -15%
Commonwealth Equity Services
155
Commonwealth Equity Services
Massachusetts
$815K +$142K +4,210 +21%
LCM
156
Leisure Capital Management
California
$785K +$3.92K +116 +0.5%
KF
157
Krilogy Financial
Missouri
$784K -$163K -4,811 -17%
IAS
158
IMA Advisory Services
Colorado
$784K -$6.73K -199 -0.8%
IFA
159
Index Fund Advisors
California
$765K +$4.4K +130 +0.6%
SFA
160
Sequoia Financial Advisors
Ohio
$756K +$29.1K +861 +4%
JJBC
161
James J. Burns & Company
New York
$752K -$12.7K -376 -2%
OFG
162
Omega Financial Group
California
$747K -$7.3K -216 -1%
SHGA
163
Sand Hill Global Advisors
California
$742K
CWAG
164
Carlsbad Wealth Advisory Group
California
$725K +$726K +21,467 New
AIM
165
Aspen Investment Management
Michigan
$706K
CFO
166
Collective Family Office
Pennsylvania
$700K +$91.5K +2,706 +15%
CFO
167
Colony Family Offices
North Carolina
$698K -$393K -11,623 -36%
BBA
168
Braun-Bostich & Associates
Pennsylvania
$684K +$1.89K +56 +0.3%
MAM
169
McLean Asset Management
Virginia
$661K +$28.8K +853 +5%
BBW
170
Blue Barn Wealth
Utah
$644K -$78.3K -2,316 -11%
FTS
171
Fifth Third Securities
Ohio
$640K +$72.1K +2,131 +13%
FTUS
172
Flow Traders U.S.
New York
$635K +$636K +18,802 New
IAN
173
Integrated Advisors Network
Texas
$599K +$28.8K +851 +5%
JP Morgan Chase
174
JP Morgan Chase
New York
$598K +$6.39K +189 +1%
CAL
175
Capital Analysts LLC
Pennsylvania
$597K -$1.69K -50 -0.3%

SCHC Hedge Fund Activity: Q2 2023 in Review

371 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q2 2023, worth a combined $2.83B — up 1.1% from $2.79B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SCHC positions and 31 closed out — a net gain of 1 holder — while 140 added to existing stakes and 129 trimmed.

The largest buyer was Jane Street, adding an estimated $80.8M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $74.8M.

  • 371 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q2 2023, down from 373 in Q1 2023.
  • Funds reported $2.83B of Schwab International Small-Cap Equity ETF stock for Q2 2023, up 1.1% quarter-over-quarter.
  • 32 funds opened new Schwab International Small-Cap Equity ETF positions in Q2 2023 and 31 closed out, a net change of +1 holder.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q2 2023 was Jane Street, an estimated $80.8M added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q2 2023 was Wealth Enhancement Advisory Services, an estimated $74.8M sold.

Based on aggregated 13F filings for Q2 2023.