Schwab International Small-Cap Equity ETF
SCHC
229 hedge funds and large institutions have $1.34B invested in Schwab International Small-Cap Equity ETF in 2018 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 95 increasing their positions, 50 reducing their positions, and 30 closing their positions.
120% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 30
90% more repeat investments, than reductions
Existing positions increased: 95 | Existing positions reduced: 50
33% more funds holding in top 10
Funds holding in top 10: 9 → 12 (+3)
19% more funds holding
Funds holding: 193 → 229 (+36)
10.64% more ownership
Funds ownership: 57.75% → 68.39% (+11%)
3% more capital invested
Capital invested by funds: $1.3B → $1.34B (+$44.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Financial Engines Advisors
Santa Clara,
California
|
+$162M |
| 2 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$20.6M |
| 3 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$16.2M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$11.3M |
| 5 |
SFG
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
+$11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
-$40.4M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$12M |
| 3 |
Jane Street
New York
|
-$7.45M |
| 4 |
BJ
Brouwer & Janachowski
Mill Valley,
California
|
-$4.82M |
| 5 |
RIM
Redwood Investment Management
Scottsdale,
Arizona
|
-$2.76M |
SCHC Hedge Fund Activity: Q4 2018 in Review
229 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q4 2018, worth a combined $1.34B — up 3.4% from $1.3B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new SCHC positions and 30 closed out — a net gain of 36 holders — while 95 added to existing stakes and 50 trimmed.
The largest buyer was Financial Engines Advisors, adding an estimated $162M. The largest seller was Charles Schwab Investment Advisory, cutting an estimated $40.4M.
- 229 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q4 2018, up from 193 in Q3 2018.
- Funds reported $1.34B of Schwab International Small-Cap Equity ETF stock for Q4 2018, up 3.4% quarter-over-quarter.
- 66 funds opened new Schwab International Small-Cap Equity ETF positions in Q4 2018 and 30 closed out, a net change of +36 holders.
- The largest Schwab International Small-Cap Equity ETF buyer in Q4 2018 was Financial Engines Advisors, an estimated $162M added.
- The largest Schwab International Small-Cap Equity ETF seller in Q4 2018 was Charles Schwab Investment Advisory, an estimated $40.4M sold.
Based on aggregated 13F filings for Q4 2018.