Schwab International Small-Cap Equity ETF
SCHC
391 hedge funds and large institutions have $3.07B invested in Schwab International Small-Cap Equity ETF in 2023 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 143 increasing their positions, 128 reducing their positions, and 26 closing their positions.
131% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 26
15% more funds holding in top 10
Funds holding in top 10: 13 → 15 (+2)
15% more capital invested
Capital invested by funds: $2.68B → $3.07B (+$389M)
12% more repeat investments, than reductions
Existing positions increased: 143 | Existing positions reduced: 128
8% more funds holding
Funds holding: 362 → 391 (+29)
4.43% more ownership
Funds ownership: 75.12% → 79.55% (+4.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
+$106M |
| 2 |
Jane Street
New York
|
+$68.6M |
| 3 |
NYLIM
New York Life Investment Management
New York
|
+$16M |
| 4 |
Morgan Stanley
New York
|
+$15.1M |
| 5 |
SAG
SageView Advisory Group
Newport Beach,
California
|
+$14.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
-$4.68M |
| 2 |
HSA
HBK Sorce Advisory
Erie,
Pennsylvania
|
-$2.85M |
| 3 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
-$2.79M |
| 4 |
JFGLC
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
-$2.44M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$1.92M |
SCHC Hedge Fund Activity: Q4 2023 in Review
391 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Schwab International Small-Cap Equity ETF (SCHC) for Q4 2023, worth a combined $3.07B — up 15% from $2.68B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new SCHC positions and 26 closed out — a net gain of 34 holders — while 143 added to existing stakes and 128 trimmed.
The largest buyer was Cerity Partners, adding an estimated $106M. The largest seller was TIAA Trust, National Association, cutting an estimated $4.68M.
- 391 institutional investors held Schwab International Small-Cap Equity ETF (SCHC) as of Q4 2023, up from 362 in Q3 2023.
- Funds reported $3.07B of Schwab International Small-Cap Equity ETF stock for Q4 2023, up 15% quarter-over-quarter.
- 60 funds opened new Schwab International Small-Cap Equity ETF positions in Q4 2023 and 26 closed out, a net change of +34 holders.
- The largest Schwab International Small-Cap Equity ETF buyer in Q4 2023 was Cerity Partners, an estimated $106M added.
- The largest Schwab International Small-Cap Equity ETF seller in Q4 2023 was TIAA Trust, National Association, an estimated $4.68M sold.
Based on aggregated 13F filings for Q4 2023.