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Schwab International Small-Cap Equity ETF
SCHC

371 hedge funds and large institutions have $2.58B invested in Schwab International Small-Cap Equity ETF in 2022 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 150 increasing their positions, 96 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

265% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 20

56% more repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 96

14% more capital invested

Capital invested by funds: $2.27B → $2.58B (+$313M)

14% more funds holding

Funds holding: 326 → 371 (+45)

8% more funds holding in top 10

Funds holding in top 10: 13 → 14 (+1)

0.97% less ownership

Funds ownership: 76.35% → 75.39% (-0.97%)

Holders
371
Holders Change
+45
Holders Change %
+13.8%
% of All Funds
5.96%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.23%
New
73
Increased
150
Reduced
96
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CSIA
Charles Schwab Investment Advisory
California
+$22.2M
2
SC
Savant Capital
Illinois
+$16.6M
3
JFGLC
Johnson Financial Group LLC (Colorado)
Colorado
+$12.2M
4
RIM
Redwood Investment Management
Arizona
+$7.76M
5
JWM
JFG Wealth Management
Colorado
+$7.64M

Top Sellers

Rank Fund Capital Flow
1
MG
Mather Group
Illinois
-$101M
2
Jane Street
Jane Street
New York
-$40.2M
3
ML
McAdam LLC
Pennsylvania
-$5.57M
4
PPW
Parcion Private Wealth
Washington
-$4.24M
5
TF
TIAA FSB
Florida
-$3.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
KPWS
201
Kestra Private Wealth Services
Texas
$387K +$375K +12,295 New
BA
202
Bridgewater Advisors
New York
$385K – – –
EFS
203
Essex Financial Services
Connecticut
$377K +$366K +12,000 New
AOWM
204
Alpha Omega Wealth Management
Virginia
$373K -$29K -951 -7%
CAN
205
Cetera Advisor Networks
California
$373K +$64.2K +2,107 +22%
KeyBank National Association
206
KeyBank National Association
Ohio
$361K +$28.7K +943 +9%
LWM
207
Laidlaw Wealth Management
New York
$357K +$345K +11,330 New
DWT
208
Dorsey & Whitney Trust
South Dakota
$352K +$341K +11,200 New
TP
209
Tranquility Partners
Tennessee
$348K +$337K +11,050 New
IFS
210
Ifrah Financial Services
Arkansas
$347K -$30 -1 -0%
JWCA
211
J.W. Cole Advisors
Florida
$330K +$1.89K +62 +0.6%
NWM
212
Northwest Wealth Management
Iowa
$324K – – –
ASN
213
Advisory Services Network
Georgia
$319K +$309K +10,139 New
HIM
214
Harbour Investment Management
Washington
$304K – – –
TWP
215
Tempus Wealth Planning
California
$302K +$292K +9,593 New
MCM
216
Mainstay Capital Management
Michigan
$301K -$3.02K -99 -1%
FPAS
217
Focus Partners Advisor Solutions
Missouri
$298K -$98.4K -3,229 -25%
VCP
218
Vista Capital Partners
Oregon
$294K +$3.32K +109 +1%
LA
219
Lindenwold Advisors
Pennsylvania
$284K +$275K +9,030 New
Carson Wealth (CWM LLC)
220
Carson Wealth (CWM LLC)
Nebraska
$283K +$15.5K +510 +6%
GFP
221
Guardian Financial Partners
California
$283K +$14.2K +465 +5%
HF
222
HRT Financial
New York
$282K +$274K +8,988 New
BDF
223
Black Diamond Financial
Maryland
$282K +$274 +9 +0.1%
BB
224
Busey Bank
Illinois
$279K – – –
SC
225
Schoolcraft Capital
Colorado
$265K -$2.99K -98 -1%
7 8
9
10 11

SCHC Hedge Fund Activity: Q4 2022 in Review

371 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q4 2022, worth a combined $2.58B — up 14% from $2.27B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new SCHC positions and 20 closed out — a net gain of 53 holders — while 150 added to existing stakes and 96 trimmed.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $22.2M. The largest seller was Mather Group, cutting an estimated $101M.

  • 371 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q4 2022, up from 326 in Q3 2022.
  • Funds reported $2.58B of Schwab International Small-Cap Equity ETF stock for Q4 2022, up 14% quarter-over-quarter.
  • 73 funds opened new Schwab International Small-Cap Equity ETF positions in Q4 2022 and 20 closed out, a net change of +53 holders.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q4 2022 was Charles Schwab Investment Advisory, an estimated $22.2M added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q4 2022 was Mather Group, an estimated $101M sold.

Based on aggregated 13F filings for Q4 2022.