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Schwab International Small-Cap Equity ETF

383 hedge funds and large institutions have $3.04B invested in Schwab International Small-Cap Equity ETF in 2024 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 124 increasing their positions, 147 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

0.91% more ownership

Funds ownership: 73.84%74.75% (+0.91%)

0% less capital invested

Capital invested by funds: $3.04B → $3.04B (-$1.16M)

8% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 40

2% less funds holding

Funds holding: 390383 (-7)

16% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 147

Holders
383
Holders Change
-7
Holders Change %
-1.79%
% of All Funds
5.53%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
37
Increased
124
Reduced
147
Closed
40
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
201
Parkside Financial Bank & Trust
Missouri
$493K
PWMG
202
Private Wealth Management Group
New Jersey
$474K -$9.09K -255 -2%
SAM
203
SignalPoint Asset Management
Missouri
$466K +$535 +15 +0.1%
HCP
204
Hardin Capital Partners
South Carolina
$457K +$457K +12,835 New
PA
205
Pinnacle Associates
New York
$455K -$5.35K -150 -1%
IFS
206
Ifrah Financial Services
Arkansas
$440K +$8.52K +239 +2%
AWM
207
Avaii Wealth Management
Wisconsin
$438K -$7.95K -223 -2%
EFS
208
Essex Financial Services
Connecticut
$429K
VCP
209
Vista Capital Partners
Oregon
$418K +$8.34K +234 +2%
SC
210
Schoolcraft Capital
Colorado
$416K +$130K +3,640 +45%
AF
211
Allworth Financial
California
$414K -$30.2K -847 -7%
SQA
212
Simon Quick Advisors
New Jersey
$414K
MFC
213
Morris Financial Concepts
South Carolina
$412K -$31.6K -886 -7%
LF
214
Lantz Financial
Illinois
$409K -$4.31K -121 -1%
LPP
215
Life Planning Partners
Florida
$409K -$10.7K -300 -3%
BBPWM
216
Blue Bell Private Wealth Management
Pennsylvania
$402K -$642 -18 -0.2%
CPP
217
Capasso Planning Partners
South Carolina
$399K -$104K -2,914 -21%
AFS
218
Annapolis Financial Services
Maryland
$398K
SFS
219
Summit Financial Strategies
Ohio
$398K -$19.5K -546 -5%
JWCA
220
J.W. Cole Advisors
Florida
$387K +$18.4K +515 +5%
AWM
221
AE Wealth Management
Kansas
$385K +$108K +3,042 +39%
BFS
222
Bradley Foster & Sargent
Connecticut
$371K +$371K +10,414 New
MA
223
Mutual Advisors
Nebraska
$357K +$535 +15 +0.2%
SWM
224
Seaside Wealth Management
California
$346K -$3.14K -88 -0.9%
WAP
225
Wealthcare Advisory Partners
Pennsylvania
$346K +$45.8K +1,286 +15%

SCHC Hedge Fund Activity: Q2 2024 in Review

383 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q2 2024, worth a combined $3.04B — down 0.04% from $3.04B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of SCHC and 37 opened new positions — a net loss of 3 holders — while 147 trimmed existing stakes and 124 added.

The largest buyer was Charles Schwab, adding an estimated $1.38B. The largest seller was New York Life Investment Management, exiting entirely with an estimated $55M sold.

  • 383 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q2 2024, down from 390 in Q1 2024.
  • Funds reported $3.04B of Schwab International Small-Cap Equity ETF stock for Q2 2024, down 0.04% quarter-over-quarter.
  • 37 funds opened new Schwab International Small-Cap Equity ETF positions in Q2 2024 and 40 closed out, a net change of -3 holders.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q2 2024 was Charles Schwab, an estimated $1.38B added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q2 2024 was New York Life Investment Management, an estimated $55M sold.

Based on aggregated 13F filings for Q2 2024.