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Schwab International Small-Cap Equity ETF
SCHC

289 hedge funds and large institutions have $2.25B invested in Schwab International Small-Cap Equity ETF in 2020 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 93 increasing their positions, 98 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 20

20% more capital invested

Capital invested by funds: $1.87B → $2.25B (+$381M)

12% more funds holding

Funds holding: 258 → 289 (+31)

1.39% more ownership

Funds ownership: 73.91% → 75.3% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 16 → 16 (0)

5% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 98

Holders
289
Holders Change
+31
Holders Change %
+12.02%
% of All Funds
5.11%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
55
Increased
93
Reduced
98
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TCM
Tradewinds Capital Management
Washington
+$19.1M
2
CSIA
Charles Schwab Investment Advisory
California
+$17.2M
3
Citadel Advisors
Citadel Advisors
Florida
+$10.4M
4
MG
Mather Group
Illinois
+$9.81M
5
CAI
Capital Advisors Inc
Oklahoma
+$9.34M

Top Sellers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
-$5.87M
2
RRC
Relaxing Retirement Coach
Massachusetts
-$5.53M
3
IA
IndexIQ Advisors
New York
-$4.76M
4
Bank of America
Bank of America
North Carolina
-$4.25M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$3.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$956M +$17.2M +492,244 +2%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$137M +$3.09M +88,443 +2%
MG
3
Mather Group
Illinois
$111M +$9.81M +281,093 +11%
SC
4
Savant Capital
Illinois
$89.2M -$1.81M -51,874 -2%
TF
5
TIAA FSB
Florida
$76.3M +$598K +17,129 +0.9%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$72.8M +$2.27M +65,072 +4%
Creative Planning
7
Creative Planning
Kansas
$55.8M +$7.19M +205,931 +16%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$52M +$1.5M +43,091 +3%
CG
9
Colony Group
Massachusetts
$50.1M -$768K -21,996 -2%
Charles Schwab
10
Charles Schwab
California
$31.4M -$1.16M -33,144 -4%
RFA
11
Radnor Financial Advisors
Pennsylvania
$29.6M +$887K +25,415 +3%
CAI
12
Capital Advisors Inc
Oklahoma
$27.3M +$9.34M +267,491 +59%
CL
13
Choreo LLC
Illinois
$24.8M +$233K +6,680 +1%
ML
14
McAdam LLC
Pennsylvania
$21M +$896K +25,664 +5%
TCM
15
Tradewinds Capital Management
Washington
$20.6M +$19.1M +546,235 New
PFA
16
Pure Financial Advisors
California
$18.9M -$1.54M -44,136 -8%
SWM
17
Southern Wealth Management
Texas
$15.6M +$226K +6,481 +2%
RIM
18
Rockbridge Investment Management
New York
$15.5M +$1.01M +28,987 +8%
JFGLC
19
Johnson Financial Group LLC (Colorado)
Colorado
$15.3M +$2.74M +78,483 +24%
SFA
20
Sequoia Financial Advisors
Ohio
$14.3M -$151K -4,312 -1%
SL
21
Systelligence LLC
Minnesota
$13.2M +$1.51M +43,306 +14%
Citadel Advisors
22
Citadel Advisors
Florida
$12.2M +$10.4M +297,703 +1,089%
Northern Trust
23
Northern Trust
Illinois
$11.9M -$688K -19,693 -6%
AA
24
Advisory Alpha
Michigan
$11.6M -$2.22M -63,726 -17%
MWM
25
Mission Wealth Management
California
$11.4M -$591K -16,925 -5%
1
2 3 4 5

SCHC Hedge Fund Activity: Q4 2020 in Review

289 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q4 2020, worth a combined $2.25B — up 20% from $1.87B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new SCHC positions and 20 closed out — a net gain of 35 holders — while 93 added to existing stakes and 98 trimmed.

The largest buyer was Tradewinds Capital Management, opening a new position worth an estimated $19.1M. The largest seller was Old Mission Capital, cutting an estimated $5.87M.

  • 289 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q4 2020, up from 258 in Q3 2020.
  • Funds reported $2.25B of Schwab International Small-Cap Equity ETF stock for Q4 2020, up 20% quarter-over-quarter.
  • 55 funds opened new Schwab International Small-Cap Equity ETF positions in Q4 2020 and 20 closed out, a net change of +35 holders.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q4 2020 was Tradewinds Capital Management, an estimated $19.1M added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q4 2020 was Old Mission Capital, an estimated $5.87M sold.

Based on aggregated 13F filings for Q4 2020.