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Schwab International Small-Cap Equity ETF

371 hedge funds and large institutions have $2.83B invested in Schwab International Small-Cap Equity ETF in 2023 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 140 increasing their positions, 129 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more funds holding in top 10

Funds holding in top 10: 1516 (+1)

9% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 129

3% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 31

1% more capital invested

Capital invested by funds: $2.79B → $2.83B (+$32M)

0.16% more ownership

Funds ownership: 75.42%75.58% (+0.16%)

1% less funds holding

Funds holding: 373371 (-2)

Holders
371
Holders Change
-2
Holders Change %
-0.54%
% of All Funds
5.83%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.25%
New
32
Increased
140
Reduced
129
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
201
Robertson Stephens Wealth Management
California
$426K -$53K -1,566 -11%
WP
202
WMS Partners
Maryland
$409K
EFS
203
Essex Financial Services
Connecticut
$405K
M
204
MOTCO
Texas
$392K +$26.2K +775 +7%
SWM
205
Seaside Wealth Management
California
$382K -$3.82M -112,898 -91%
IFS
206
Ifrah Financial Services
Arkansas
$379K +$7.2K +213 +2%
DWT
207
Dorsey & Whitney Trust
South Dakota
$378K
KeyBank National Association
208
KeyBank National Association
Ohio
$378K -$64.9K -1,918 -15%
JWCA
209
J.W. Cole Advisors
Florida
$377K +$1.69K +50 +0.4%
MWM
210
Moran Wealth Management
Florida
$375K +$53K +1,566 +16%
NWM
211
Northwest Wealth Management
Iowa
$347K
AOWM
212
Alpha Omega Wealth Management
Virginia
$340K -$68.1K -2,013 -17%
CFB
213
Cullen/Frost Bankers
Texas
$333K +$334K +9,872 New
TP
214
Tranquility Partners
Tennessee
$326K -$5K -148 -2%
HIM
215
Harbour Investment Management
Washington
$326K
MCM
216
Mainstay Capital Management
Michigan
$323K -$169 -5 -0.1%
AA
217
Alesco Advisors
New York
$321K -$24.6K -727 -7%
LEFP
218
Leading Edge Financial Planning
Tennessee
$319K -$119K -3,529 -27%
AWM
219
AE Wealth Management
Kansas
$314K +$50K +1,478 +19%
LWM
220
Laidlaw Wealth Management
New York
$312K -$69.1K -2,044 -18%
EAM
221
Evanson Asset Management
California
$309K +$38.9K +1,149 +14%
AWM
222
Avaii Wealth Management
Wisconsin
$301K +$43.4K +1,284 +17%
BB
223
Busey Bank
Illinois
$299K
Truist Financial
224
Truist Financial
North Carolina
$291K +$73.2K +2,164 +34%
CPA
225
Capital Performance Advisors
California
$290K -$3.72K -110 -1%

SCHC Hedge Fund Activity: Q2 2023 in Review

371 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q2 2023, worth a combined $2.83B — up 1.1% from $2.79B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new SCHC positions and 31 closed out — a net gain of 1 holder — while 140 added to existing stakes and 129 trimmed.

The largest buyer was Jane Street, adding an estimated $80.8M. The largest seller was Wealth Enhancement Advisory Services, cutting an estimated $74.8M.

  • 371 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q2 2023, down from 373 in Q1 2023.
  • Funds reported $2.83B of Schwab International Small-Cap Equity ETF stock for Q2 2023, up 1.1% quarter-over-quarter.
  • 32 funds opened new Schwab International Small-Cap Equity ETF positions in Q2 2023 and 31 closed out, a net change of +1 holder.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q2 2023 was Jane Street, an estimated $80.8M added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q2 2023 was Wealth Enhancement Advisory Services, an estimated $74.8M sold.

Based on aggregated 13F filings for Q2 2023.