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Schwab International Small-Cap Equity ETF

367 hedge funds and large institutions have $2.87B invested in Schwab International Small-Cap Equity ETF in 2021 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 168 increasing their positions, 68 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 68

114% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 35

11% more funds holding

Funds holding: 330367 (+37)

1.3% more ownership

Funds ownership: 73.99%75.29% (+1.3%)

5% more capital invested

Capital invested by funds: $2.75B → $2.87B (+$125M)

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

Holders
367
Holders Change
+37
Holders Change %
+11.21%
% of All Funds
5.65%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.31%
New
75
Increased
168
Reduced
68
Closed
35
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
201
Cetera Advisor Networks
California
$411K +$419K +10,037 New
PPA
202
Parametric Portfolio Associates
Washington
$410K +$418K +10,022 New
PAG
203
Private Advisor Group
New Jersey
$399K +$407K +9,750 New
CCP
204
Corient Capital Partners
California
$396K +$404K +9,687 New
HIM
205
Harbour Investment Management
Washington
$395K
MCM
206
Mainstay Capital Management
Michigan
$394K -$402K -9,638 -50%
BDF
207
Black Diamond Financial
Maryland
$393K +$165K +3,964 +70%
GCA
208
Gradient Capital Advisors
California
$390K -$7.46K -179 -2%
IAA
209
Ironsides Asset Advisors
North Carolina
$377K
Northwestern Mutual Wealth Management
210
Northwestern Mutual Wealth Management
Wisconsin
$374K +$15.2K +365 +4%
MA
211
Mutual Advisors
Nebraska
$373K +$28.3K +679 +8%
NAM
212
NorthCrest Asset Manangement
Minnesota
$360K +$367K +8,793 New
Carson Wealth (CWM LLC)
213
Carson Wealth (CWM LLC)
Nebraska
$350K +$357K +8,559 New
DP
214
Denver PWM
Colorado
$342K +$60.1K +1,440 +21%
ASN
215
Advisory Services Network
Georgia
$325K +$17.8K +428 +6%
SC
216
Schoolcraft Capital
Colorado
$324K +$16.1K +387 +5%
PCA
217
Personal Capital Advisors
California
$322K +$105K +2,529 +47%
HI
218
Harbour Investments
Wisconsin
$321K -$283K -6,794 -46%
EWA
219
Exencial Wealth Advisors
Oklahoma
$321K +$327K +7,847 New
PA
220
Parallel Advisors
California
$302K +$24.4K +586 +9%
NGA
221
Naples Global Advisors
Florida
$291K
EAM
222
Evanson Asset Management
California
$286K -$16K -383 -5%
NL
223
NWAM LLC
Washington
$284K -$118K -2,831 -29%
SWA
224
Sax Wealth Advisors
New Jersey
$279K +$285K +6,823 New
CPA
225
Capital Performance Advisors
California
$273K +$304K +7,299 New

SCHC Hedge Fund Activity: Q4 2021 in Review

367 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q4 2021, worth a combined $2.87B — up 4.6% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new SCHC positions and 35 closed out — a net gain of 40 holders — while 168 added to existing stakes and 68 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $33.6M. The largest seller was Jane Street, exiting entirely with an estimated $9.21M sold.

  • 367 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q4 2021, up from 330 in Q3 2021.
  • Funds reported $2.87B of Schwab International Small-Cap Equity ETF stock for Q4 2021, up 4.6% quarter-over-quarter.
  • 75 funds opened new Schwab International Small-Cap Equity ETF positions in Q4 2021 and 35 closed out, a net change of +40 holders.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q4 2021 was Charles Schwab Investment Advisory, an estimated $33.6M added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q4 2021 was Jane Street, an estimated $9.21M sold.

Based on aggregated 13F filings for Q4 2021.