We are live on ! Find out more
SCHC icon

Schwab International Small-Cap Equity ETF

249 hedge funds and large institutions have $1.49B invested in Schwab International Small-Cap Equity ETF in 2019 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 101 increasing their positions, 84 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 15

20% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 84

13% more capital invested

Capital invested by funds: $1.33B → $1.49B (+$170M)

3.13% more ownership

Funds ownership: 63.48%66.62% (+3.1%)

2% more funds holding

Funds holding: 243249 (+6)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

Holders
249
Holders Change
+6
Holders Change %
+2.47%
% of All Funds
5.41%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.22%
New
22
Increased
101
Reduced
84
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$805M +$31.8M +980,678 +4%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$98.9M +$22.5M +695,421 +29%
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$78.6M +$68.9M +2,124,749 +746%
MG
4
Mather Group
Illinois
$35.6M +$2.77M +85,516 +8%
SFA
5
Sequoia Financial Advisors
Ohio
$31.5M +$1.11M +34,268 +4%
IA
6
IndexIQ Advisors
New York
$28M +$27.2M +840,547 +4,878%
US Bancorp
7
US Bancorp
Minnesota
$16M +$59.4K +1,831 +0.4%
Charles Schwab
8
Charles Schwab
California
$13.5M -$60.4K -1,863 -0.4%
RRC
9
Relaxing Retirement Coach
Massachusetts
$13.4M +$81.3K +2,509 +0.6%
Bank of America
10
Bank of America
North Carolina
$12.6M +$1.67M +51,582 +15%
SFG
11
Sage Financial Group
Pennsylvania
$12.3M +$86.6K +2,672 +0.7%
CL
12
Choreo LLC
Illinois
$11.9M +$917K +28,301 +8%
BlackRock
13
BlackRock
New York
$11.8M -$897K -27,687 -7%
ML
14
McAdam LLC
Pennsylvania
$10.5M +$906K +27,955 +10%
RC
15
RegentAtlantic Capital
New Jersey
$9.25M -$146K -4,517 -2%
MAG
16
Mokosak Advisory Group
Iowa
$8.54M +$43K +1,327 +0.5%
GIA
17
GHP Investment Advisors
Colorado
$8.02M +$328K +10,122 +4%
Citadel Advisors
18
Citadel Advisors
Florida
$7.96M +$4.54M +140,012 +135%
EWM
19
Empirical Wealth Management
Washington
$7.78M +$9.4K +290 +0.1%
ECM
20
Evergreen Capital Management
Washington
$7.5M +$2.59M +79,935 +53%
EFSCE
21
Enterprise Financial Services Corp (EFSC)
Missouri
$7.33M -$292K -9,019 -4%
FC
22
Financial Consulate
Maryland
$7.29M +$99.1K +3,056 +1%
SIAS
23
Shine Investment Advisory Services
Colorado
$6.95M -$157K -4,840 -2%
FAAS
24
First Allied Advisory Services
California
$6.81M -$567K -17,495 -8%
CM
25
Columbus Macro
Pennsylvania
$6.6M -$121K -3,721 -2%

SCHC Hedge Fund Activity: Q2 2019 in Review

249 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q2 2019, worth a combined $1.49B — up 13% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SCHC positions and 15 closed out — a net gain of 7 holders — while 101 added to existing stakes and 84 trimmed.

The largest buyer was PNC Financial Services Group, adding an estimated $68.9M. The largest seller was Texas Yale Capital Corp, cutting an estimated $3.49M.

  • 249 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q2 2019, up from 243 in Q1 2019.
  • Funds reported $1.49B of Schwab International Small-Cap Equity ETF stock for Q2 2019, up 13% quarter-over-quarter.
  • 22 funds opened new Schwab International Small-Cap Equity ETF positions in Q2 2019 and 15 closed out, a net change of +7 holders.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q2 2019 was PNC Financial Services Group, an estimated $68.9M added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q2 2019 was Texas Yale Capital Corp, an estimated $3.49M sold.

Based on aggregated 13F filings for Q2 2019.