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Schwab International Small-Cap Equity ETF

421 hedge funds and large institutions have $1.99B invested in Schwab International Small-Cap Equity ETF in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 166 increasing their positions, 117 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 30

42% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 117

24% more capital invested

Capital invested by funds: $1.61B → $1.99B (+$380M)

7% more funds holding

Funds holding: 392421 (+29)

1.26% more ownership

Funds ownership: 37.46%38.72% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

Holders
421
Holders Change
+29
Holders Change %
+7.4%
% of All Funds
5.55%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
67
Increased
166
Reduced
117
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JJBC
176
James J. Burns & Company
New York
$758K +$24.4K +670 +3%
EF
177
Envision Financial
Wisconsin
$751K +$797K +21,878 New
MFT
178
Moisand Fitzgerald Tamayo
Florida
$744K -$22.7K -623 -3%
Bank of Montreal
179
Bank of Montreal
Ontario, Canada
$733K +$23K +632 +3%
MFGP
180
Marshall Financial Group (Pennsylvania)
Pennsylvania
$732K +$25.2K +693 +3%
MCCA
181
Mill Creek Capital Advisors
Pennsylvania
$713K
AWM
182
Avior Wealth Management
Nebraska
$698K -$130K -3,562 -15%
BPA
183
Beacon Pointe Advisors
California
$686K +$39.1K +1,072 +6%
AIM
184
Aspen Investment Management
Michigan
$679K +$7.29K +200 +1%
ZRP
185
Zynergy Retirement Planning
New Jersey
$669K
CAM
186
Cresset Asset Management
Illinois
$664K -$338K -9,284 -32%
YIM
187
Yoffe Investment Management
Pennsylvania
$664K +$704K +19,330 New
MMCM
188
Murphy & Mullick Capital Management
New York
$662K +$702K +19,280 New
PFM
189
Peak Financial Management
Massachusetts
$660K -$546 -15 -0.1%
AllianceBernstein
190
AllianceBernstein
Tennessee
$647K +$687K +18,861 New
SW
191
SVB Wealth
Massachusetts
$645K +$684K +18,784 New
VF
192
Vawter Financial
Ohio
$640K +$29.9K +820 +5%
CA
193
Clearstead Advisors
Ohio
$638K +$283K +7,770 +72%
CA
194
CWC Advisors
Oregon
$630K +$7.14K +196 +1%
BBW
195
Blue Barn Wealth
Utah
$627K +$14K +384 +2%
SHGA
196
Sand Hill Global Advisors
California
$620K
IPAM
197
Investment Partners Asset Management
New Jersey
$608K +$23.7K +650 +4%
2L
198
25 LLC
Missouri
$588K -$51.1K -1,402 -8%
FTS
199
Fifth Third Securities
Ohio
$586K +$20.8K +572 +3%
SWM
200
Sterling Wealth Management
Illinois
$582K +$219 +6 +0%

SCHC Hedge Fund Activity: Q4 2024 in Review

421 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q4 2024, worth a combined $1.99B — up 24% from $1.61B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new SCHC positions and 30 closed out — a net gain of 37 holders — while 166 added to existing stakes and 117 trimmed.

The largest buyer was BlackRock, adding an estimated $32.1M. The largest seller was Savant Capital, cutting an estimated $12M.

  • 421 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q4 2024, up from 392 in Q3 2024.
  • Funds reported $1.99B of Schwab International Small-Cap Equity ETF stock for Q4 2024, up 24% quarter-over-quarter.
  • 67 funds opened new Schwab International Small-Cap Equity ETF positions in Q4 2024 and 30 closed out, a net change of +37 holders.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q4 2024 was BlackRock, an estimated $32.1M added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q4 2024 was Savant Capital, an estimated $12M sold.

Based on aggregated 13F filings for Q4 2024.