We are live on ! Find out more
SCHC icon

Schwab International Small-Cap Equity ETF

304 hedge funds and large institutions have $2.46B invested in Schwab International Small-Cap Equity ETF in 2021 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 111 increasing their positions, 97 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 21

14% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 97

9% more capital invested

Capital invested by funds: $2.25B → $2.46B (+$207M)

5% more funds holding

Funds holding: 289304 (+15)

0.15% more ownership

Funds ownership: 75.3%75.46% (+0.15%)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

Holders
304
Holders Change
+15
Holders Change %
+5.19%
% of All Funds
5.34%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.28%
New
38
Increased
111
Reduced
97
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ADL
201
Asset Dedication LLC
California
$234K -$13.4K -344 -5%
BFG
202
Berger Financial Group
Minnesota
$231K -$23.4K -599 -9%
AWM
203
AE Wealth Management
Kansas
$231K -$11K -282 -5%
GAM
204
Garrison Asset Management
Arkansas
$231K +$6.51K +167 +3%
RJA
205
Raymond James & Associates
Florida
$223K -$19.9K -510 -8%
BOPW
206
Brandywine Oak Private Wealth
Pennsylvania
$221K
KFGK
207
Keystone Financial Group (Kentucky)
Kentucky
$207K +$205K +5,249 New
RPCA
208
Running Point Capital Advisors
California
$188K +$152K +3,892 +445%
FA
209
Faithward Advisors
Pennsylvania
$157K +$156K +3,990 New
M
210
MOTCO
Texas
$140K +$7.37K +189 +6%
VCM
211
Versant Capital Management
Arizona
$127K -$54.8K -1,404 -30%
DI
212
Disciplined Investments
Oklahoma
$127K
BC
213
Bartlett & Co
Ohio
$126K -$23.4K -600 -16%
BCWM
214
Bartlett & Co Wealth Management
Ohio
$126K -$23.4K -600 -16%
DSC
215
Duncker Streett & Co
Missouri
$99K
CAPTRUST Financial Advisors
216
CAPTRUST Financial Advisors
North Carolina
$80K -$40.5K -1,039 -34%
PAI
217
Pittenger & Anderson Inc
Nebraska
$80K -$21.2K -543 -21%
BFC
218
Bedel Financial Consulting
Indiana
$80K +$50.5K +1,296 +175%
FRA
219
Front Row Advisors
California
$78K
TFA
220
Transamerica Financial Advisors
Florida
$74K -$13.6K -349 -16%
RCC
221
Red Cedar Capital
Nebraska
$72K
CIR
222
Clear Investment Research
Georgia
$69K
CTC
223
Central Trust Company
Missouri
$67K +$6.16K +158 +10%
TFM
224
TFC Financial Management
Massachusetts
$64K -$15.3K -392 -19%
SFP
225
Sterling Financial Planning
New Jersey
$55K

SCHC Hedge Fund Activity: Q1 2021 in Review

304 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q1 2021, worth a combined $2.46B — up 9.2% from $2.25B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SCHC positions and 21 closed out — a net gain of 17 holders — while 111 added to existing stakes and 97 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $47.3M. The largest seller was Tradewinds Capital Management, cutting an estimated $21.3M.

  • 304 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q1 2021, up from 289 in Q4 2020.
  • Funds reported $2.46B of Schwab International Small-Cap Equity ETF stock for Q1 2021, up 9.2% quarter-over-quarter.
  • 38 funds opened new Schwab International Small-Cap Equity ETF positions in Q1 2021 and 21 closed out, a net change of +17 holders.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q1 2021 was Charles Schwab Investment Advisory, an estimated $47.3M added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q1 2021 was Tradewinds Capital Management, an estimated $21.3M sold.

Based on aggregated 13F filings for Q1 2021.