Schwab International Small-Cap Equity ETF
SCHC
104 hedge funds and large institutions have $476M invested in Schwab International Small-Cap Equity ETF in 2016 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 17 reducing their positions, and 16 closing their positions.
200% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 17
31% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 16
14% more capital invested
Capital invested by funds: $418M → $476M (+$57.8M)
4% more funds holding
Funds holding: 100 → 104 (+4)
3.83% more ownership
Funds ownership: 49.22% → 53.05% (+3.8%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$52.7M |
| 2 |
PFM
Peak Financial Management
Wellesley,
Massachusetts
|
+$7.22M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$7M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$6.08M |
| 5 |
Morgan Stanley
New York
|
+$2.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$6.62M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
-$1.88M |
| 3 |
CA
Capital Advantage
Walnut Creek,
California
|
-$1.09M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.05M |
| 5 |
VKH
Virtu KCG Holdings
New York
|
-$527K |
SCHC Hedge Fund Activity: Q4 2016 in Review
104 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q4 2016, worth a combined $476M — up 14% from $418M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new SCHC positions and 16 closed out — a net gain of 5 holders — while 51 added to existing stakes and 17 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $52.7M. The largest seller was Jane Street, cutting an estimated $6.62M.
- 104 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q4 2016, up from 100 in Q3 2016.
- Funds reported $476M of Schwab International Small-Cap Equity ETF stock for Q4 2016, up 14% quarter-over-quarter.
- 21 funds opened new Schwab International Small-Cap Equity ETF positions in Q4 2016 and 16 closed out, a net change of +5 holders.
- The largest Schwab International Small-Cap Equity ETF buyer in Q4 2016 was Charles Schwab Investment Advisory, an estimated $52.7M added.
- The largest Schwab International Small-Cap Equity ETF seller in Q4 2016 was Jane Street, an estimated $6.62M sold.
Based on aggregated 13F filings for Q4 2016.