Schwab International Small-Cap Equity ETF
SCHC
169 hedge funds and large institutions have $1.15B invested in Schwab International Small-Cap Equity ETF in 2017 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 74 increasing their positions, 30 reducing their positions, and 9 closing their positions.
400% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 9
147% more repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 30
120% more funds holding in top 10
Funds holding in top 10: 5 → 11 (+6)
26% more funds holding
Funds holding: 134 → 169 (+35)
22% more capital invested
Capital invested by funds: $943M → $1.15B (+$211M)
6.55% more ownership
Funds ownership: 58.14% → 64.69% (+6.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$71.3M |
| 2 |
Jane Street
New York
|
+$21.3M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$12.4M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$7.67M |
| 5 |
VCM
Versant Capital Management
Phoenix,
Arizona
|
+$3.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AL
Aspiriant LLC
Los Angeles,
California
|
-$1.43M |
| 2 |
AWMG
Alliance Wealth Management Group
Flemington,
New Jersey
|
-$1.4M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.05M |
| 4 |
AIP
Almanack Investment Partners
Wayne,
Pennsylvania
|
-$594K |
| 5 |
FMC
First Merchants Corp
Muncie,
Indiana
|
-$525K |
SCHC Hedge Fund Activity: Q4 2017 in Review
169 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q4 2017, worth a combined $1.15B — up 22% from $943M a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new SCHC positions and 9 closed out — a net gain of 36 holders — while 74 added to existing stakes and 30 trimmed.
The largest buyer was Charles Schwab Investment Advisory, adding an estimated $71.3M. The largest seller was Aspiriant LLC, exiting entirely with an estimated $1.43M sold.
- 169 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q4 2017, up from 134 in Q3 2017.
- Funds reported $1.15B of Schwab International Small-Cap Equity ETF stock for Q4 2017, up 22% quarter-over-quarter.
- 45 funds opened new Schwab International Small-Cap Equity ETF positions in Q4 2017 and 9 closed out, a net change of +36 holders.
- The largest Schwab International Small-Cap Equity ETF buyer in Q4 2017 was Charles Schwab Investment Advisory, an estimated $71.3M added.
- The largest Schwab International Small-Cap Equity ETF seller in Q4 2017 was Aspiriant LLC, an estimated $1.43M sold.
Based on aggregated 13F filings for Q4 2017.