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Schwab International Small-Cap Equity ETF

390 hedge funds and large institutions have $3.04B invested in Schwab International Small-Cap Equity ETF in 2024 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 121 increasing their positions, 157 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 35

0% less funds holding

Funds holding: 391390 (-1)

1% less capital invested

Capital invested by funds: $3.07B → $3.04B (-$33.5M)

5.71% less ownership

Funds ownership: 79.55%73.84% (-5.7%)

23% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 157

27% less funds holding in top 10

Funds holding in top 10: 1511 (-4)

Holders
390
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
5.62%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.16%
New
35
Increased
121
Reduced
157
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SHGA
176
Sand Hill Global Advisors
California
$647K
OFG
177
Omega Financial Group
California
$636K -$23.2K -675 -4%
FTS
178
Fifth Third Securities
Ohio
$631K -$10.2K -296 -2%
SFWC
179
Strategic Family Wealth Counselors
New Jersey
$617K -$721K -20,978 -55%
KF
180
Krilogy Financial
Missouri
$616K -$75.8K -2,205 -11%
MCM
181
MAI Capital Management
Ohio
$611K +$587K +17,070 New
KPWS
182
Kestra Private Wealth Services
Texas
$609K +$23.9K +695 +4%
IPAM
183
Investment Partners Asset Management
New Jersey
$602K +$44.1K +1,281 +8%
CFO
184
Collective Family Office
Pennsylvania
$599K -$17.6K -511 -3%
EH
185
Equitable Holdings
New York
$594K
LJAC
186
L.J. Altfest & Co
New York
$593K -$5.09K -148 -0.9%
MFGP
187
Marshall Financial Group (Pennsylvania)
Pennsylvania
$590K +$3.71K +108 +0.7%
IAN
188
Integrated Advisors Network
Texas
$587K -$8.87K -258 -2%
SFA
189
Sequoia Financial Advisors
Ohio
$586K -$213K -6,183 -27%
OC
190
Oarsman Capital
Wisconsin
$574K +$55.1K +1,601 +11%
JP Morgan Chase
191
JP Morgan Chase
New York
$570K -$139K -4,029 -20%
ATC
192
Argent Trust Co
Tennessee
$567K
TWP
193
Tempus Wealth Planning
California
$555K +$9.9K +288 +2%
M
194
MOTCO
Texas
$542K +$33K +961 +7%
FFA
195
Farther Finance Advisors
California
$507K +$286K +8,317 +141%
CPP
196
Capasso Planning Partners
South Carolina
$506K -$210K -6,103 -30%
PFBT
197
Parkside Financial Bank & Trust
Missouri
$496K -$105K -3,053 -18%
PWMG
198
Private Wealth Management Group
New Jersey
$486K -$12.9K -376 -3%
NL
199
NWAM LLC
Washington
$482K +$213K +6,203 +85%
SAM
200
SignalPoint Asset Management
Missouri
$469K -$2.54K -74 -0.6%

SCHC Hedge Fund Activity: Q1 2024 in Review

390 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q1 2024, worth a combined $3.04B — down 1.1% from $3.07B a quarter earlier.

Fund positioning in SCHC was balanced in Q1 2024: 35 funds opened new positions, 35 closed out, 121 added to existing stakes and 157 trimmed.

The largest buyer was State Street, opening a new position worth an estimated $56.6M. The largest seller was Cerity Partners, cutting an estimated $116M.

  • 390 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q1 2024, down from 391 in Q4 2023.
  • Funds reported $3.04B of Schwab International Small-Cap Equity ETF stock for Q1 2024, down 1.1% quarter-over-quarter.
  • 35 funds opened new Schwab International Small-Cap Equity ETF positions in Q1 2024 and 35 closed out, a net change of 0 holders.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q1 2024 was State Street, an estimated $56.6M added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q1 2024 was Cerity Partners, an estimated $116M sold.

Based on aggregated 13F filings for Q1 2024.