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Schwab International Small-Cap Equity ETF
SCHC

38 hedge funds and large institutions have $76.5M invested in Schwab International Small-Cap Equity ETF in 2013 Q2 according to their latest regulatory filings, with 38 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

30.44% more ownership

Funds ownership: 0% → 30.44% (+30%)

Holders
38
Holders Change
+38
Holders Change %
–
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
38
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$30.6M +$31.8M +1,132,031 New
BPBT
2
Boston Private Bank & Trust
Massachusetts
$15.9M +$16.6M +589,452 New
VCM
3
Vigilant Capital Management
Maine
$6.12M +$6.37M +226,692 New
CMP
4
Courage Miller Partners
Virginia
$3.65M +$3.8M +135,149 New
RPGK
5
Retirement Planning Group (Kansas)
Kansas
$3.42M +$3.56M +126,709 New
Charles Schwab
6
Charles Schwab
California
$2.34M +$2.41M +85,754 New
Jane Street
7
Jane Street
New York
$1.72M +$1.79M +63,697 New
Wells Fargo
8
Wells Fargo
California
$1.61M +$1.68M +59,786 New
UCFA
9
United Capital Financial Advisors
Texas
$1.22M +$1.27M +45,029 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.14M +$1.18M +42,010 New
HSA
11
HBK Sorce Advisory
Pennsylvania
$1.07M +$1.11M +39,470 New
EVM
12
Eaton Vance Management
Massachusetts
$1.06M +$1.11M +39,350 New
AIM
13
Aspen Investment Management
Michigan
$930K +$968K +34,434 New
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$761K +$791K +28,154 New
WSTAM
15
Wilbanks Smith & Thomas Asset Management
Virginia
$591K +$615K +21,885 New
MCC
16
Mid Continent Capital
Illinois
$492K +$512K +18,230 New
GAM
17
Garrison Asset Management
Arkansas
$469K +$488K +17,366 New
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$466K +$485K +17,268 New
BL
19
BCWM LLC
Kansas
$335K +$348K +12,396 New
HIC
20
Hartline Investment Corp
Illinois
$335K +$349K +12,408 New
MFP
21
Mosaic Financial Partners
California
$293K +$305K +10,852 New
LS
22
Lattice Strategies
Pennsylvania
$281K +$292K +10,395 New
BFPW
23
BOK Financial Private Wealth
Colorado
$265K +$275K +9,800 New
AA
24
Alesco Advisors
New York
$263K +$274K +9,741 New
NSAM
25
North Star Asset Management
Wisconsin
$257K +$267K +9,500 New
1
2

SCHC Hedge Fund Activity: Q2 2013 in Review

38 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q2 2013, worth a combined $76.5M.

Buyers outnumbered sellers: 38 funds opened new SCHC positions and 0 closed out — a net gain of 38 holders — while 0 added to existing stakes and 0 trimmed.

  • 38 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $76.5M of Schwab International Small-Cap Equity ETF stock for Q2 2013.
  • 38 funds opened new Schwab International Small-Cap Equity ETF positions in Q2 2013 and 0 closed out, a net change of +38 holders.

Based on aggregated 13F filings for Q2 2013.