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Schwab International Small-Cap Equity ETF

392 hedge funds and large institutions have $1.61B invested in Schwab International Small-Cap Equity ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 139 increasing their positions, 152 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 23

2% more funds holding

Funds holding: 383392 (+9)

9% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 152

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

37.29% less ownership

Funds ownership: 74.75%37.46% (-37%)

47% less capital invested

Capital invested by funds: $3.04B → $1.61B (-$1.43B)

Holders
392
Holders Change
+9
Holders Change %
+2.35%
% of All Funds
5.63%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.14%
New
34
Increased
139
Reduced
152
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
151
Leisure Capital Management
California
$946K -$234K -6,366 -21%
Bessemer Group
152
Bessemer Group
New Jersey
$929K
AWM
153
Avior Wealth Management
Nebraska
$921K -$94.3K -2,561 -10%
MAM
154
McLean Asset Management
Virginia
$910K +$45.3K +1,231 +5%
GFP
155
Guardian Financial Partners
California
$881K +$75.6K +2,054 +10%
CAL
156
Capital Analysts LLC
Pennsylvania
$879K +$9.1K +247 +1%
IFA
157
Index Fund Advisors
California
$878K +$3.98K +108 +0.5%
DP
158
Denver PWM
Colorado
$867K +$8.95K +243 +1%
MFT
159
Moisand Fitzgerald Tamayo
Florida
$859K -$20K -542 -2%
CP
160
Creekside Partners
California
$845K +$2.1K +57 +0.3%
JJBC
161
James J. Burns & Company
New York
$825K +$1.66K +45 +0.2%
MMA
162
Miracle Mile Advisors
California
$817K -$23.9K -649 -3%
MCCA
163
Mill Creek Capital Advisors
Pennsylvania
$801K +$810 +22 +0.1%
Bank of Montreal
164
Bank of Montreal
Ontario, Canada
$801K -$630K -17,120 -45%
MFGP
165
Marshall Financial Group (Pennsylvania)
Pennsylvania
$795K +$155K +4,199 +26%
TCM
166
Tradewinds Capital Management
Washington
$777K -$16.8M -455,323 -96%
OC
167
Oarsman Capital
Wisconsin
$761K +$15.8K +428 +2%
MCM
168
MAI Capital Management
Ohio
$760K +$82.5K +2,241 +13%
AIM
169
Aspen Investment Management
Michigan
$754K -$1.66K -45 -0.2%
PFM
170
Peak Financial Management
Massachusetts
$741K -$30K -814 -4%
Renaissance Technologies
171
Renaissance Technologies
New York
$732K +$95.7K +2,600 +16%
AA
172
Advisory Alpha
Michigan
$731K -$4M -108,652 -85%
BPA
173
Beacon Pointe Advisors
California
$729K +$6.55K +178 +0.9%
2L
174
25 LLC
Missouri
$714K -$51.3K -1,394 -7%
CA
175
CWC Advisors
Oregon
$699K +$668K +18,147 New

SCHC Hedge Fund Activity: Q3 2024 in Review

392 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q3 2024, worth a combined $1.61B — down 47% from $3.04B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new SCHC positions and 23 closed out — a net gain of 11 holders — while 139 added to existing stakes and 152 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $8.85M. The largest seller was Charles Schwab, exiting entirely with an estimated $1.41B sold.

  • 392 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q3 2024, up from 383 in Q2 2024.
  • Funds reported $1.61B of Schwab International Small-Cap Equity ETF stock for Q3 2024, down 47% quarter-over-quarter.
  • 34 funds opened new Schwab International Small-Cap Equity ETF positions in Q3 2024 and 23 closed out, a net change of +11 holders.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q3 2024 was PNC Financial Services Group, an estimated $8.85M added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q3 2024 was Charles Schwab, an estimated $1.41B sold.

Based on aggregated 13F filings for Q3 2024.