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Schwab International Small-Cap Equity ETF

383 hedge funds and large institutions have $3.04B invested in Schwab International Small-Cap Equity ETF in 2024 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 124 increasing their positions, 147 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

0.91% more ownership

Funds ownership: 73.84%74.75% (+0.91%)

0% less capital invested

Capital invested by funds: $3.04B → $3.04B (-$1.16M)

8% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 40

2% less funds holding

Funds holding: 390383 (-7)

16% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 147

Holders
383
Holders Change
-7
Holders Change %
-1.79%
% of All Funds
5.53%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
37
Increased
124
Reduced
147
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
151
United Capital Financial Advisors
Texas
$893K -$317K -8,902 -26%
Bessemer Group
152
Bessemer Group
New Jersey
$857K +$859K +24,100 New
MAM
153
McLean Asset Management
Virginia
$827K -$14.7K -412 -2%
RPSA
154
Richard P. Slaughter Associates
Texas
$815K -$23.7K -665 -3%
MFT
155
Moisand Fitzgerald Tamayo
Florida
$813K -$16.3K -458 -2%
IFA
156
Index Fund Advisors
California
$807K +$4.21K +118 +0.5%
CAL
157
Capital Analysts LLC
Pennsylvania
$803K -$13.5K -379 -2%
DP
158
Denver PWM
Colorado
$792K +$40.4K +1,134 +5%
CP
159
Creekside Partners
California
$778K +$779K +21,862 New
MMA
160
Miracle Mile Advisors
California
$778K -$321 -9 -0%
JJBC
161
James J. Burns & Company
New York
$760K +$419K +11,761 +122%
GFP
162
Guardian Financial Partners
California
$741K +$54.4K +1,525 +8%
MCCA
163
Mill Creek Capital Advisors
Pennsylvania
$739K
PFM
164
Peak Financial Management
Massachusetts
$713K -$2K -56 -0.3%
2L
165
25 LLC
Missouri
$709K +$468K +13,127 +193%
CAM
166
Cresset Asset Management
Illinois
$698K -$29.5K -827 -4%
AIM
167
Aspen Investment Management
Michigan
$698K +$1.6K +45 +0.2%
OC
168
Oarsman Capital
Wisconsin
$688K +$117K +3,293 +21%
SWM
169
Sterling Wealth Management
Illinois
$687K
BPA
170
Beacon Pointe Advisors
California
$667K -$10.1K -284 -1%
SHGA
171
Sand Hill Global Advisors
California
$643K
BBW
172
Blue Barn Wealth
Utah
$638K +$256K +7,188 +67%
VF
173
Vawter Financial
Ohio
$634K -$23.7K -665 -4%
OFG
174
Omega Financial Group
California
$634K +$2K +56 +0.3%
FTS
175
Fifth Third Securities
Ohio
$624K -$4.49K -126 -0.7%

SCHC Hedge Fund Activity: Q2 2024 in Review

383 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q2 2024, worth a combined $3.04B — down 0.04% from $3.04B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of SCHC and 37 opened new positions — a net loss of 3 holders — while 147 trimmed existing stakes and 124 added.

The largest buyer was Charles Schwab, adding an estimated $1.38B. The largest seller was New York Life Investment Management, exiting entirely with an estimated $55M sold.

  • 383 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q2 2024, down from 390 in Q1 2024.
  • Funds reported $3.04B of Schwab International Small-Cap Equity ETF stock for Q2 2024, down 0.04% quarter-over-quarter.
  • 37 funds opened new Schwab International Small-Cap Equity ETF positions in Q2 2024 and 40 closed out, a net change of -3 holders.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q2 2024 was Charles Schwab, an estimated $1.38B added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q2 2024 was New York Life Investment Management, an estimated $55M sold.

Based on aggregated 13F filings for Q2 2024.