Schwab International Small-Cap Equity ETF
SCHC
330 hedge funds and large institutions have $2.75B invested in Schwab International Small-Cap Equity ETF in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 116 increasing their positions, 93 reducing their positions, and 20 closing their positions.
100% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 20
25% more repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 93
11% more funds holding in top 10
Funds holding in top 10: 18 → 20 (+2)
5% more funds holding
Funds holding: 315 → 330 (+15)
1% more capital invested
Capital invested by funds: $2.71B → $2.75B (+$33.4M)
0.77% less ownership
Funds ownership: 74.76% → 73.99% (-0.77%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$42.1M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$8.92M |
| 3 |
JFGLC
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
+$7.99M |
| 4 |
MG
Mather Group
Chicago,
Illinois
|
+$6.24M |
| 5 |
AA
Advisory Alpha
Holland,
Michigan
|
+$4.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
-$26.2M |
| 2 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
-$12.2M |
| 3 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
-$8.35M |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
-$5.2M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.54M |
SCHC Hedge Fund Activity: Q3 2021 in Review
330 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q3 2021, worth a combined $2.75B — up 1.2% from $2.71B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new SCHC positions and 20 closed out — a net gain of 20 holders — while 116 added to existing stakes and 93 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $42.1M. The largest seller was Tradewinds Capital Management, cutting an estimated $26.2M.
- 330 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q3 2021, up from 315 in Q2 2021.
- Funds reported $2.75B of Schwab International Small-Cap Equity ETF stock for Q3 2021, up 1.2% quarter-over-quarter.
- 40 funds opened new Schwab International Small-Cap Equity ETF positions in Q3 2021 and 20 closed out, a net change of +20 holders.
- The largest Schwab International Small-Cap Equity ETF buyer in Q3 2021 was Charles Schwab Investment Advisory, an estimated $42.1M added.
- The largest Schwab International Small-Cap Equity ETF seller in Q3 2021 was Tradewinds Capital Management, an estimated $26.2M sold.
Based on aggregated 13F filings for Q3 2021.