Schwab International Small-Cap Equity ETF
SCHC
96 hedge funds and large institutions have $298M invested in Schwab International Small-Cap Equity ETF in 2015 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 38 increasing their positions, 27 reducing their positions, and 10 closing their positions.
110% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 10
41% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 27
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
12% more capital invested
Capital invested by funds: $265M → $298M (+$32.2M)
12% more funds holding
Funds holding: 86 → 96 (+10)
1.28% more ownership
Funds ownership: 43.21% → 44.49% (+1.3%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$33.2M |
| 2 |
BlackRock
New York
|
+$9.54M |
| 3 |
RC
RegentAtlantic Capital
Morristown,
New Jersey
|
+$2.24M |
| 4 |
EK
Evensky & Katz
Coral Gables,
Florida
|
+$1.22M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$1.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$16.2M |
| 2 |
Jane Street
New York
|
-$3.16M |
| 3 |
SAM
Summit Asset Management
Memphis,
Tennessee
|
-$1.65M |
| 4 |
CA
Capital Advantage
Walnut Creek,
California
|
-$814K |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$531K |
SCHC Hedge Fund Activity: Q4 2015 in Review
96 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q4 2015, worth a combined $298M — up 12% from $265M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new SCHC positions and 10 closed out — a net gain of 11 holders — while 38 added to existing stakes and 27 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $33.2M. The largest seller was Susquehanna International Group, cutting an estimated $16.2M.
- 96 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q4 2015, up from 86 in Q3 2015.
- Funds reported $298M of Schwab International Small-Cap Equity ETF stock for Q4 2015, up 12% quarter-over-quarter.
- 21 funds opened new Schwab International Small-Cap Equity ETF positions in Q4 2015 and 10 closed out, a net change of +11 holders.
- The largest Schwab International Small-Cap Equity ETF buyer in Q4 2015 was Charles Schwab Investment Advisory, an estimated $33.2M added.
- The largest Schwab International Small-Cap Equity ETF seller in Q4 2015 was Susquehanna International Group, an estimated $16.2M sold.
Based on aggregated 13F filings for Q4 2015.