We are live on ! Find out more
SCHC icon

Schwab International Small-Cap Equity ETF

279 hedge funds and large institutions have $1.77B invested in Schwab International Small-Cap Equity ETF in 2019 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 110 increasing their positions, 67 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 29

64% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 67

15% more capital invested

Capital invested by funds: $1.53B → $1.77B (+$235M)

12% more funds holding

Funds holding: 250279 (+29)

1.53% more ownership

Funds ownership: 68.64%70.17% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

Holders
279
Holders Change
+29
Holders Change %
+11.6%
% of All Funds
5.5%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.18%
New
59
Increased
110
Reduced
67
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
176
FDx Advisors
Illinois
$254K +$244K +7,321 New
RHBC
177
R.H. Bluestein & Co
Michigan
$248K +$239K +7,165 New
NGA
178
Naples Global Advisors
Florida
$247K +$19.1K +573 +9%
Janney Montgomery Scott
179
Janney Montgomery Scott
Pennsylvania
$244K
GC
180
Garde Capital
Washington
$242K -$7.87K -236 -3%
PMG
181
ProVise Management Group
Florida
$234K +$700 +21 +0.3%
HWA
182
HHM Wealth Advisors
Tennessee
$231K +$223K +6,674 New
NHC
183
Nicholas Hoffman & Company
Georgia
$230K +$434 +13 +0.2%
LFG
184
Larson Financial Group
Missouri
$225K +$2.6K +78 +1%
Cerity Partners
185
Cerity Partners
New York
$224K -$71.7K -2,151 -25%
EWA
186
Exencial Wealth Advisors
Oklahoma
$223K
EVM
187
Eaton Vance Management
Massachusetts
$223K +$215K +6,438 New
Susquehanna International Group
188
Susquehanna International Group
Pennsylvania
$221K +$213K +6,389 New
CCM
189
Cribstone Capital Management
Maine
$219K -$87.4K -2,621 -29%
CCM
190
Condor Capital Management
New Jersey
$205K +$197K +5,918 New
WAP
191
Wealthcare Advisory Partners
Pennsylvania
$195K +$20.8K +623 +12%
AF
192
Advisornet Financial
Minnesota
$177K +$5.1K +153 +3%
PA
193
Parallel Advisors
California
$167K +$17K +511 +12%
PMFA
194
Plante Moran Financial Advisors
Michigan
$146K
BCWM
195
Bartlett & Co Wealth Management
Ohio
$137K -$6.84K -205 -5%
TWA
196
TCI Wealth Advisors
Arizona
$135K +$26.3K +789 +25%
Northwestern Mutual Wealth Management
197
Northwestern Mutual Wealth Management
Wisconsin
$133K +$90.3K +2,708 +236%
TFA
198
Transamerica Financial Advisors
Florida
$132K -$16.5K -496 -12%
Fidelity Investments
199
Fidelity Investments
Massachusetts
$120K -$404K -12,120 -78%
PFBT
200
Parkside Financial Bank & Trust
Missouri
$120K +$74.9K +2,247 +185%

SCHC Hedge Fund Activity: Q4 2019 in Review

279 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q4 2019, worth a combined $1.77B — up 15% from $1.53B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new SCHC positions and 29 closed out — a net gain of 30 holders — while 110 added to existing stakes and 67 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $38.4M. The largest seller was Franklin Resources, exiting entirely with an estimated $6.58M sold.

  • 279 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q4 2019, up from 250 in Q3 2019.
  • Funds reported $1.77B of Schwab International Small-Cap Equity ETF stock for Q4 2019, up 15% quarter-over-quarter.
  • 59 funds opened new Schwab International Small-Cap Equity ETF positions in Q4 2019 and 29 closed out, a net change of +30 holders.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q4 2019 was Charles Schwab Investment Advisory, an estimated $38.4M added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q4 2019 was Franklin Resources, an estimated $6.58M sold.

Based on aggregated 13F filings for Q4 2019.