SCHC icon

Schwab International Small-Cap Equity ETF
SCHC

Overview Fund Activity

330 hedge funds and large institutions have $2.75B invested in Schwab International Small-Cap Equity ETF in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 116 increasing their positions, 93 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
330
Holders Change
+15
Holders Change %
+4.76%
% of All Funds
5.8%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.35%
New
40
Increased
116
Reduced
93
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CSIA
Charles Schwab Investment Advisory
California
$1.2B
2
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$173M
3
JFGLC
Johnson Financial Group LLC (Colorado)
Colorado
$29.3M
4
MG
Mather Group
Illinois
$147M
5
AA
Advisory Alpha
Michigan
$26M

Top Sellers

1
TCM
Tradewinds Capital Management
Washington
$106K
2
CAI
Capital Advisors Inc
Oklahoma
$27.8M
3
SFA
Sequoia Financial Advisors
Ohio
$5.42M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
$3.34M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$55.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
DP
201
Denver PWM
Colorado
$285K +$24K +579 +9%
PA
202
Parallel Advisors
California
$282K +$8.46K +204 +3%
KAS
203
Kestra Advisory Services
Texas
$281K +$281K +6,779 New
HWA
204
HHM Wealth Advisors
Tennessee
$275K – – –
NSAM
205
North Star Asset Management
Wisconsin
$271K -$41.5K -1,000 -13%
WLIM
206
White Lighthouse Investment Management
Massachusetts
$267K – – –
Brown Advisory
207
Brown Advisory
Maryland
$241K -$17K -410 -7%
ADL
208
Asset Dedication LLC
California
$241K -$5.25K -128 -2%
BDF
209
Black Diamond Financial
Maryland
$234K -$164K -3,950 -41%
BOPW
210
Brandywine Oak Private Wealth
Pennsylvania
$233K – – –
GAM
211
Garrison Asset Management
Arkansas
$226K -$17.4K -420 -7%
PCA
212
Personal Capital Advisors
California
$223K +$223K +5,381 New
CC
213
Cypress Capital
Tennessee
$221K +$221K +5,315 New
MCM
214
MAI Capital Management
Ohio
$220K -$1.54K -37 -0.7%
KFGK
215
Keystone Financial Group (Kentucky)
Kentucky
$218K – – –
CP
216
Camelot Portfolios
Ohio
$213K +$9.67K +233 +5%
BFG
217
Berger Financial Group
Minnesota
$211K +$211K +5,070 New
SBIA
218
Sheaff Brock Investment Advisors
Indiana
$208K -$54.1K -1,300 -21%
FVWA
219
Foster Victor Wealth Advisors
South Carolina
$205K -$2.79K -67 -1%
CA
220
Cetera Advisors
Colorado
$203K +$203K +4,896 New
BJL
221
Brighton Jones LLC
Washington
$202K -$374 -9 -0.2%
RPCA
222
Running Point Capital Advisors
California
$198K – – –
M
223
MOTCO
Texas
$191K +$16.9K +407 +10%
NOI
224
Newton One Investments
Delaware
$147K – – –
Jones Financial Companies
225
Jones Financial Companies
Missouri
$135K +$135K +3,255 New
7 8
9
10 11