Schwab International Small-Cap Equity ETF
SCHC
364 hedge funds and large institutions have $2.68B invested in Schwab International Small-Cap Equity ETF in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 109 increasing their positions, 141 reducing their positions, and 37 closing their positions.
0% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 37
0.47% less ownership
Funds ownership: 75.64% → 75.18% (-0.47%)
2% less funds holding
Funds holding: 373 → 364 (-9)
5% less capital invested
Capital invested by funds: $2.83B → $2.68B (-$145M)
23% less repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 141
24% less funds holding in top 10
Funds holding in top 10: 17 → 13 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$29.7M |
| 2 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$20.1M |
| 3 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
+$15.6M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$13.9M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$12.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$83.4M |
| 2 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
-$27.9M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$8.89M |
| 4 |
PFM
Peak Financial Management
Wellesley,
Massachusetts
|
-$5.43M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$5.37M |
SCHC Hedge Fund Activity: Q3 2023 in Review
364 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q3 2023, worth a combined $2.68B — down 5.1% from $2.83B a quarter earlier.
Fund positioning in SCHC was balanced in Q3 2023: 37 funds opened new positions, 37 closed out, 109 added to existing stakes and 141 trimmed.
The largest buyer was CAPTRUST Financial Advisors, opening a new position worth an estimated $29.7M. The largest seller was Jane Street, cutting an estimated $83.4M.
- 364 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q3 2023, down from 373 in Q2 2023.
- Funds reported $2.68B of Schwab International Small-Cap Equity ETF stock for Q3 2023, down 5.1% quarter-over-quarter.
- 37 funds opened new Schwab International Small-Cap Equity ETF positions in Q3 2023 and 37 closed out, a net change of 0 holders.
- The largest Schwab International Small-Cap Equity ETF buyer in Q3 2023 was CAPTRUST Financial Advisors, an estimated $29.7M added.
- The largest Schwab International Small-Cap Equity ETF seller in Q3 2023 was Jane Street, an estimated $83.4M sold.
Based on aggregated 13F filings for Q3 2023.