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Schwab International Small-Cap Equity ETF

383 hedge funds and large institutions have $3.04B invested in Schwab International Small-Cap Equity ETF in 2024 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 124 increasing their positions, 147 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

0.91% more ownership

Funds ownership: 73.84%74.75% (+0.91%)

0% less capital invested

Capital invested by funds: $3.04B → $3.04B (-$1.16M)

8% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 40

2% less funds holding

Funds holding: 390383 (-7)

16% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 147

Holders
383
Holders Change
-7
Holders Change %
-1.79%
% of All Funds
5.53%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
37
Increased
124
Reduced
147
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
176
MAI Capital Management
Ohio
$623K +$15.2K +426 +2%
SW
177
SVB Wealth
Massachusetts
$622K +$256K +7,180 +70%
SFWC
178
Strategic Family Wealth Counselors
New Jersey
$609K -$3.6K -101 -0.6%
LJAC
179
L.J. Altfest & Co
New York
$608K +$18.2K +512 +3%
IPAM
180
Investment Partners Asset Management
New Jersey
$606K +$7.95K +223 +1%
ZRP
181
Zynergy Retirement Planning
New Jersey
$601K +$602K +16,883 New
Koshinski Asset Management
182
Koshinski Asset Management
Illinois
$597K -$327K -9,163 -36%
CFO
183
Collective Family Office
Pennsylvania
$596K +$606 +17 +0.1%
EH
184
Equitable Holdings
New York
$585K -$5.35K -150 -0.9%
MFGP
185
Marshall Financial Group (Pennsylvania)
Pennsylvania
$584K -$1.85K -52 -0.3%
Renaissance Technologies
186
Renaissance Technologies
New York
$584K +$381K +10,700 +188%
IAN
187
Integrated Advisors Network
Texas
$578K -$5.84K -164 -1%
KF
188
Krilogy Financial
Missouri
$577K -$34.4K -964 -6%
KPWS
189
Kestra Private Wealth Services
Texas
$571K -$34.6K -972 -6%
ATC
190
Argent Trust Co
Tennessee
$563K
TWP
191
Tempus Wealth Planning
California
$555K +$3.39K +95 +0.6%
SFA
192
Sequoia Financial Advisors
Ohio
$551K -$31.8K -893 -5%
M
193
MOTCO
Texas
$538K -$855 -24 -0.2%
OMC
194
Old Mission Capital
Illinois
$521K -$758K -21,280 -59%
SAI
195
Savvy Advisors Inc
New York
$520K +$521K +14,622 New
CWA
196
Clearview Wealth Advisors
Oregon
$516K +$517K +14,508 New
Cerity Partners
197
Cerity Partners
New York
$508K +$196K +5,503 +63%
DWT
198
Dorsey & Whitney Trust
South Dakota
$507K +$109K +3,055 +27%
DAS
199
Dynamic Advisor Solutions
Arizona
$501K +$54.5K +1,528 +12%
JCIA
200
Jackson Creek Investment Advisors
Colorado
$497K +$498K +13,972 New

SCHC Hedge Fund Activity: Q2 2024 in Review

383 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q2 2024, worth a combined $3.04B — down 0.04% from $3.04B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of SCHC and 37 opened new positions — a net loss of 3 holders — while 147 trimmed existing stakes and 124 added.

The largest buyer was Charles Schwab, adding an estimated $1.38B. The largest seller was New York Life Investment Management, exiting entirely with an estimated $55M sold.

  • 383 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q2 2024, down from 390 in Q1 2024.
  • Funds reported $3.04B of Schwab International Small-Cap Equity ETF stock for Q2 2024, down 0.04% quarter-over-quarter.
  • 37 funds opened new Schwab International Small-Cap Equity ETF positions in Q2 2024 and 40 closed out, a net change of -3 holders.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q2 2024 was Charles Schwab, an estimated $1.38B added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q2 2024 was New York Life Investment Management, an estimated $55M sold.

Based on aggregated 13F filings for Q2 2024.