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Schwab International Small-Cap Equity ETF
SCHC

Overview Fund Activity

326 hedge funds and large institutions have $2.27B invested in Schwab International Small-Cap Equity ETF in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 126 increasing their positions, 98 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
-29
Holders Change %
-8.17%
% of All Funds
5.64%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.22%
New
24
Increased
126
Reduced
98
Closed
51
Calls
–
Puts
$230K
Net Calls
-$230K
Net Calls Change
-$230K

Top Buyers

1
CSIA
1
Charles Schwab Investment Advisory
California
$1.01B
2
Jane Street
2
Jane Street
New York
$56.6M
3
SWM
3
Southern Wealth Management
Texas
$19M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$69.8M
5
BHWM
5
Beaird Harris Wealth Management
Texas
$3.85M

Top Sellers

1
TF
1
TIAA FSB
Florida
$75.3M
2
SFA
2
Sequoia Financial Advisors
Ohio
$1.05M
3
JFGLC
3
Johnson Financial Group LLC (Colorado)
Colorado
$16.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$44.1M
5
JWM
5
JFG Wealth Management
Colorado
$2.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
176
WMS Partners
Maryland
$384K +$384K +13,847 New
BBPWM
177
Blue Bell Private Wealth Management
Pennsylvania
$381K +$55 +2 +0%
JJBC
178
James J. Burns & Company
New York
$373K +$373K +13,425 New
Citadel Advisors
179
Citadel Advisors
Florida
$371K +$371K +13,362 New
AA
180
Alesco Advisors
New York
$368K -$11.3K -405 -3%
SFWC
181
Strategic Family Wealth Counselors
New Jersey
$366K +$127K +4,579 +53%
SAM
182
SignalPoint Asset Management
Missouri
$365K -$11.9K -428 -3%
AOWM
183
Alpha Omega Wealth Management
Virginia
$356K – – –
FPAS
184
Focus Partners Advisor Solutions
Missouri
$353K -$379K -13,664 -52%
PA
185
Pinnacle Associates
New York
$349K +$92.8K +3,338 +36%
AAS
186
Avantax Advisory Services
Texas
$348K +$348K +12,539 New
BA
187
Bridgewater Advisors
New York
$340K – – –
RW
188
REDW Wealth
New Mexico
$329K – – –
LPP
189
Life Planning Partners
Florida
$327K – – –
IFS
190
Ifrah Financial Services
Arkansas
$306K +$6.94K +250 +2%
DP
191
Denver PWM
Colorado
$299K +$25.9K +914 +9%
KeyBank National Association
192
KeyBank National Association
Ohio
$293K +$2.28K +82 +0.8%
EWA
193
Exencial Wealth Advisors
Oklahoma
$293K +$78.4K +2,828 +37%
JWCA
194
J.W. Cole Advisors
Florida
$289K -$3.19K -115 -1%
NWM
195
Northwest Wealth Management
Iowa
$285K – – –
CAN
196
Cetera Advisor Networks
California
$270K -$1.05K -38 -0.4%
MCM
197
Mainstay Capital Management
Michigan
$268K – – –
HIM
198
Harbour Investment Management
Washington
$268K – – –
GG
199
Gofen & Glossberg
Illinois
$261K +$261K +9,416 New
VCP
200
Vista Capital Partners
Oregon
$256K +$776 +28 +0.3%
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8
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