We are live on ! Find out more
SCHC icon

Schwab International Small-Cap Equity ETF

355 hedge funds and large institutions have $2.44B invested in Schwab International Small-Cap Equity ETF in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 142 increasing their positions, 99 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 99

1.13% more ownership

Funds ownership: 74.47%75.6% (+1.1%)

4% less funds holding

Funds holding: 369355 (-14)

5% less funds holding in top 10

Funds holding in top 10: 2019 (-1)

10% less capital invested

Capital invested by funds: $2.72B → $2.44B (-$277M)

22% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 45

Holders
355
Holders Change
-14
Holders Change %
-3.79%
% of All Funds
5.98%
Holding in Top 10
19
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5%
% of All Funds
0.32%
New
35
Increased
142
Reduced
99
Closed
45
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
1
Charles Schwab Investment Advisory
California
$1.07B +$164M +4,739,911 +16%
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$149M +$9.1M +262,823 +6%
MG
3
Mather Group
Illinois
$134M +$5.91M +170,592 +4%
TF
4
TIAA FSB
Florida
$101M +$12.5M +362,299 +13%
SC
5
Savant Capital
Illinois
$101M +$19.9M +573,816 +22%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$74.3M +$11.6M +334,441 +16%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$56.2M +$9.88M +285,126 +19%
Creative Planning
8
Creative Planning
Kansas
$46.7M -$1.24M -35,720 -2%
AA
9
Advisory Alpha
Michigan
$31.5M +$2.57M +74,293 +8%
CG
10
Colony Group
Massachusetts
$30.8M -$8.54M -246,713 -20%
Charles Schwab
11
Charles Schwab
California
$30.2M +$1.82M +52,672 +6%
RFA
12
Radnor Financial Advisors
Pennsylvania
$29.8M -$323K -9,326 -1%
ML
13
McAdam LLC
Pennsylvania
$27.7M -$1.72M -49,606 -5%
JFGLC
14
Johnson Financial Group LLC (Colorado)
Colorado
$25.3M +$2.17M +62,703 +8%
CL
15
Choreo LLC
Illinois
$22.7M -$1.61M -46,585 -6%
PFA
16
Pure Financial Advisors
California
$18M -$950K -27,420 -5%
RIM
17
Rockbridge Investment Management
New York
$17.8M +$795K +22,959 +4%
Morgan Stanley
18
Morgan Stanley
New York
$12M +$4.48M +129,321 +51%
CAI
19
Capital Advisors Inc
Oklahoma
$10.2M -$10.6M -306,489 -48%
ACA
20
Atlas Capital Advisors
Wyoming
$9.81M +$3.18M +91,959 +41%
SWM
21
Southern Wealth Management
Texas
$9.68M +$1.46M +42,217 +16%
SFA
22
Sequoia Financial Advisors
Ohio
$9.66M -$775K -22,378 -7%
VT
23
Vise Technologies
New York
$9.43M +$4.47M +129,121 +75%
PPW
24
Parcion Private Wealth
Washington
$8.88M +$780K +22,509 +9%
JWM
25
JFG Wealth Management
Colorado
$8.87M +$1.15M +33,229 +13%

SCHC Hedge Fund Activity: Q2 2022 in Review

355 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q2 2022, worth a combined $2.44B — down 10% from $2.72B a quarter earlier.

Sellers outnumbered buyers: 45 funds closed out of SCHC and 35 opened new positions — a net loss of 10 holders — while 99 trimmed existing stakes and 142 added.

The largest buyer was Charles Schwab Investment Advisory, adding an estimated $164M. The largest seller was Jane Street, cutting an estimated $20.6M.

  • 355 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q2 2022, down from 369 in Q1 2022.
  • Funds reported $2.44B of Schwab International Small-Cap Equity ETF stock for Q2 2022, down 10% quarter-over-quarter.
  • 35 funds opened new Schwab International Small-Cap Equity ETF positions in Q2 2022 and 45 closed out, a net change of -10 holders.
  • The largest Schwab International Small-Cap Equity ETF buyer in Q2 2022 was Charles Schwab Investment Advisory, an estimated $164M added.
  • The largest Schwab International Small-Cap Equity ETF seller in Q2 2022 was Jane Street, an estimated $20.6M sold.

Based on aggregated 13F filings for Q2 2022.