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Schwab International Small-Cap Equity ETF

392 hedge funds and large institutions have $1.61B invested in Schwab International Small-Cap Equity ETF in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 139 increasing their positions, 152 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 23

2% more funds holding

Funds holding: 383392 (+9)

9% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 152

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

37.29% less ownership

Funds ownership: 74.75%37.46% (-37%)

47% less capital invested

Capital invested by funds: $3.04B → $1.61B (-$1.43B)

Holders
392
Holders Change
+9
Holders Change %
+2.35%
% of All Funds
5.63%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.14%
New
34
Increased
139
Reduced
152
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SHGA
176
Sand Hill Global Advisors
California
$696K
BBW
177
Blue Barn Wealth
Utah
$689K -$1.22K -33 -0.2%
VF
178
Vawter Financial
Ohio
$686K
M
179
MOTCO
Texas
$681K +$94.4K +2,563 +17%
ZRP
180
Zynergy Retirement Planning
New Jersey
$669K +$17.9K +487 +3%
IPAM
181
Investment Partners Asset Management
New Jersey
$658K +$994 +27 +0.2%
CFO
182
Collective Family Office
Pennsylvania
$653K +$8.03K +218 +1%
SWM
183
Sterling Wealth Management
Illinois
$653K -$87.2K -2,367 -12%
SFWC
184
Strategic Family Wealth Counselors
New Jersey
$642K -$17.2K -468 -3%
RPSA
185
Richard P. Slaughter Associates
Texas
$641K -$230K -6,256 -27%
EH
186
Equitable Holdings
New York
$641K +$7.18K +195 +1%
FTS
187
Fifth Third Securities
Ohio
$636K -$36.9K -1,001 -6%
IAN
188
Integrated Advisors Network
Texas
$623K -$1.99K -54 -0.3%
CWA
189
Clearview Wealth Advisors
Oregon
$619K +$57.7K +1,567 +11%
SFA
190
Sequoia Financial Advisors
Ohio
$619K +$21.9K +594 +4%
PFBT
191
Parkside Financial Bank & Trust
Missouri
$617K +$79K +2,146 +15%
ATC
192
Argent Trust Co
Tennessee
$610K
KPWS
193
Kestra Private Wealth Services
Texas
$609K -$8.62K -234 -1%
JCIA
194
Jackson Creek Investment Advisors
Colorado
$608K +$66.8K +1,813 +13%
OFG
195
Omega Financial Group
California
$599K -$83.1K -2,257 -13%
TWP
196
Tempus Wealth Planning
California
$598K -$2.47K -67 -0.4%
Koshinski Asset Management
197
Koshinski Asset Management
Illinois
$591K -$45K -1,221 -7%
Lido Advisors
198
Lido Advisors
California
$551K +$176K +4,780 +50%
DWT
199
Dorsey & Whitney Trust
South Dakota
$549K
NL
200
NWAM LLC
Washington
$547K +$523K +14,196 New

SCHC Hedge Fund Activity: Q3 2024 in Review

392 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q3 2024, worth a combined $1.61B — down 47% from $3.04B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new SCHC positions and 23 closed out — a net gain of 11 holders — while 139 added to existing stakes and 152 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $8.85M. The largest seller was Charles Schwab, exiting entirely with an estimated $1.41B sold.

  • 392 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q3 2024, up from 383 in Q2 2024.
  • Funds reported $1.61B of Schwab International Small-Cap Equity ETF stock for Q3 2024, down 47% quarter-over-quarter.
  • 34 funds opened new Schwab International Small-Cap Equity ETF positions in Q3 2024 and 23 closed out, a net change of +11 holders.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q3 2024 was PNC Financial Services Group, an estimated $8.85M added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q3 2024 was Charles Schwab, an estimated $1.41B sold.

Based on aggregated 13F filings for Q3 2024.