Schwab Intl Small-Cap EquitySCHCETF
13F holders, Q2 2026 (June 30)525holders +30
47new positions
19sold out
1famous investor
$48.25avg. 13F price*
At the end of Q2 2026, 525 institutions reported holding Schwab Intl Small-Cap Equity (SCHC) in their 13F filings, up 30 from Q1 2026. 47 opened new positions and 19 sold out. The largest holders were Tiaa-Cref Individual & Institutional Services, LLC ($215.4M), Savant Capital, LLC ($185.7M) and Creative Planning ($136.1M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Schwab Intl Small-Cap Equity
- CUSIP
- 808524888
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $54.3M |
| Exits | 19 | $13.6M |
All 13F filers, Q1 2026 → Q2 2026: 6,507,253 shares bought and 1,469,604 shares sold, net +5,037,649 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 525 holders
| Tiaa-Cref Individual & Institutional Services, LLC | 0.74% | Add +3.3% | 4,476,230 | $215.4M |
| Savant Capital, LLC | 0.55% | Add +95.0% | 3,916,077 | $185.7M |
| Creative Planning | 0.08% | Reduce -3.7% | 2,829,312 | $136.1M |
| Jones Financial Companies LLLP | 0.05% | Add +56.7% | 2,512,185 | $120.0M |
| McAdam, LLC | 3.18% | Add +4.0% | 1,711,610 | $82.4M |
| SageView Advisory Group, LLC | 2.69% | Reduce -4.4% | 1,703,083 | $82.0M |
| BlackRock, Inc. | 0.00% | Reduce -19.0% | 1,486,015 | $71.5M |
| PNC Financial Services Group, Inc. | 0.03% | Reduce -1.1% | 1,242,614 | $59.8M |
| State Street Corp. | 0.00% | Add +0.5% | 1,165,313 | $56.1M |
| Johnson Financial Group, LLC | 2.93% | Add +87.2% | 1,131,199 | $54.4M |
| Mather Group, Llc. | 0.46% | Add +0.5% | 1,103,737 | $53.1M |
| Focus Partners Wealth | 0.05% | Reduce -6.1% | 962,706 | $46.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.67% | Add +11.0% | 951,415 | $45.8M |
| Choreo, LLC | 0.43% | Reduce -0.5% | 813,788 | $39.2M |
| St. Louis Trust Co | 4.23% | Add +0.7% | 87,162 | $37.0M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -5.0% | 721,412 | $34.7M |
| Corient Private Wealth LP | 0.04% | Reduce -1.8% | 623,892 | $30.0M |
| Charles Schwab Trust Co | 1.66% | Add +41.3% | 619,205 | $29.8M |
| Pure Financial Advisors, LLC | 0.38% | Add +1.6% | 613,957 | $29.5M |
| Vise Technologies, Inc. | 0.27% | Add +13.9% | 491,169 | $23.6M |
| GHP Investment Advisors, Inc. | 0.85% | Add +0.8% | 481,697 | $23.2M |
| Captrust Financial Advisors | 0.03% | Add +4.4% | 417,548 | $20.1M |
| UBS Group AG | 0.00% | Add +3.0% | 414,546 | $19.9M |
| Tortoise Investment Management, LLC | 1.31% | Add +1.3% | 365,315 | $17.6M |
| Diversify Advisory Services, LLC | 0.28% | New | 347,506 | $16.7M |
| Diversify Wealth Management, LLC | 0.28% | Add +10.5% | 347,506 | $16.7M |
| Raymond James Financial Inc. | 0.00% | Add +1.1% | 326,183 | $15.7M |
| Redwood Investment Management, LLC | 1.51% | Reduce -1.1% | 317,380 | $15.3M |
| Tiaa Trust, National Association | 0.87% | Add +1.7% | 306,226 | $14.7M |
| Rockbridge Investment Management, LCC | 1.17% | Reduce -2.3% | 298,760 | $14.4M |
| Nicholas Hoffman & Company, LLC. | 0.30% | Add +1.9% | 296,679 | $14.3M |
| Morgan Stanley | 0.00% | Reduce -22.7% | 285,394 | $13.7M |
| White & Co Financial Planning Inc | 7.91% | Add +1.1% | 265,459 | $12.8M |
| Brooklyn FI, LLC | 2.31% | Add +6.4% | 260,222 | $12.6M |
| Cetera Investment Advisers | 0.01% | Add +5.9% | 256,952 | $12.4M |
| Summit Financial, LLC | 0.13% | Add +5.5% | 253,359 | $12.2M |
| Hancock Whitney Corp. | 0.20% | Add +4.5% | 247,601 | $11.9M |
| Fund Evaluation Group, LLC | 0.32% | Reduce -3.8% | 246,963 | $11.9M |
| Mariner, LLC | 0.01% | Reduce -27.3% | 213,741 | $10.3M |
| Main Street Financial Solutions, LLC | 0.66% | Add +1.3% | 213,083 | $10.3M |
| Osaic Holdings, Inc. | 0.01% | Add +44.2% | 206,225 | $9.9M |
| Clearwater Capital Advisors, LLC | 0.72% | Add +0.8% | 204,909 | $9.9M |
| Perigon Wealth Management, LLC | 0.15% | Add +3.9% | 203,051 | $9.8M |
| Atlas Capital Advisors Inc. | 1.01% | Add +0.2% | 192,503 | $9.3M |
| Ameriprise Financial Inc. | 0.00% | Add +7.8% | 192,366 | $9.2M |
| BlueSky Wealth Advisors, LLC | 1.07% | Add +5.5% | 191,915 | $9.2M |
| Oarsman Capital, Inc. | 0.96% | Add +389.9% | 189,176 | $9.1M |
| Fort Vancouver Investment Management, LLC | 4.18% | Reduce -2.7% | 185,849 | $8.9M |
| Wells Fargo & Company | 0.00% | Add +11.9% | 183,072 | $8.8M |
| Bank of America Corp. | 0.00% | Add +48.8% | 177,195 | $8.5M |
| EP Wealth Advisors, LLC | 0.03% | Add +0.8% | 174,538 | $8.4M |
| HighTower Advisors, LLC | 0.01% | Reduce -1.0% | 173,811 | $8.4M |
| Mission Wealth Management, LP | 0.10% | Add +5.4% | 173,459 | $8.3M |
| Brand Asset Management Group, Inc. | 1.82% | Reduce -2.1% | 170,742 | $8.2M |
| Moneta Group Investment Advisors LLC | 0.06% | Add +2.5% | 170,280 | $8.2M |
| Courage Miller Partners, LLC | 2.14% | Reduce -0.5% | 168,438 | $8.1M |
| Keyvantage Wealth, LLC | 2.95% | Add +2.9% | 162,240 | $7.8M |
| Strategic Financial Planning, Inc. | 4.03% | New | 160,420 | $7.7M |
| Procyon Advisors, LLC | 0.33% | Reduce -1.8% | 156,738 | $7.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -4.0% | 171,272 | $7.3M |
| Systelligence, LLC | 1.21% | New | 150,934 | $7.3M |
| West Paces Advisors Inc. | 1.20% | Reduce -7.8% | 148,122 | $7.1M |
| Wedmont Private Capital | 0.19% | Reduce -2.9% | 146,761 | $7.1M |
| Prime Capital Investment Advisors, LLC | 0.07% | Reduce -0.0% | 141,932 | $6.8M |
| FMR LLC | 0.00% | Add +0.8% | 141,176 | $6.8M |
| Arnold Financial Planning LLC | 4.96% | Add +2.7% | 138,331 | $6.7M |
| Beaird Harris Wealth Management, LLC | 0.40% | Reduce -0.5% | 133,480 | $6.4M |
| Hamrick Investment Counsel, llc | 4.15% | Add +3.6% | 130,096 | $6.3M |
| Transamerica Financial Advisors, LLC | 0.53% | Reduce -20.6% | 128,878 | $6.2M |
| LPL Financial LLC | 0.00% | Add +5.6% | 126,816 | $6.1M |
| Royal Bank of Canada | 0.00% | Add +2.0% | 126,697 | $6.1M |
| Asset Allocation Strategies LLC | 0.91% | Add +3.5% | 123,208 | $5.9M |
| Natixis Advisors, LLC | 0.01% | Add +17.5% | 120,167 | $5.8M |
| Rialto Wealth Management, LLC | 1.13% | Reduce -3.4% | 118,821 | $5.7M |
| Brucke Financial, Inc. | 2.54% | Add +7.1% | 118,713 | $5.7M |
| Robinswood Financial LLC | 1.61% | Add +4.0% | 116,721 | $5.6M |
| TD Waterhouse Canada Inc. | 0.01% | Add +60.2% | 116,104 | $5.6M |
| Stewardship Advisors, LLC | 1.15% | Reduce -1.4% | 114,576 | $5.5M |
| Ashton Thomas Securities, LLC | 0.81% | Reduce -2.9% | 114,520 | $5.5M |
| Columbus Macro, LLC | 0.49% | Add +9.1% | 105,277 | $5.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.7% | 104,466 | $5.0M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +16.8% | 101,548 | $4.9M |
| Modern Wealth Management, LLC | 0.06% | Add +5.6% | 99,067 | $4.8M |
| Traveka Wealth, LLC | 1.58% | Reduce -0.6% | 99,027 | $4.8M |
| Bell Investment Advisors, Inc | 0.70% | Add +0.2% | 98,683 | $4.7M |
| Upper Left Wealth Management, LLC | 2.60% | Add +2.1% | 97,490 | $4.7M |
| Compound Planning, Inc. | 0.12% | Reduce -6.0% | 95,665 | $4.6M |
| World Investment Advisors | 0.07% | No change | 95,677 | $4.5M |
| Elmwood Wealth Management, Inc. | 1.10% | Add +3.3% | 91,804 | $4.4M |
| Commonwealth Financial Services, LLC | 0.56% | New | 86,560 | $4.2M |
| Texas Yale Capital Corp. | 0.09% | Add +3.3% | 86,382 | $4.2M |
| Evergreen Capital Management LLC | 0.07% | Add +0.0% | 85,622 | $4.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +1742.9% | 83,833 | $4.0M |
| HBK Sorce Advisory LLC | 0.08% | Reduce -3.9% | 77,863 | $3.9M |
| Cerity Partners LLC | 0.00% | Reduce -11.4% | 80,598 | $3.9M |
| Seven Springs Wealth Group, LLC | 0.85% | Reduce -0.6% | 79,814 | $3.8M |
| Cornerstone Wealth Advisors, Inc. | 0.80% | Add +0.9% | 79,382 | $3.8M |
| Patriot Investment Management Group, Inc. | 0.22% | Reduce -2.1% | 78,685 | $3.8M |
| Jacobs Equity LLC | 2.51% | Add +7.3% | 75,548 | $3.6M |
| Plancorp, LLC | 0.09% | New | 75,668 | $3.6M |
"% of holder's portfolio" is SCHC's weight in each manager's 13F, not the share of Schwab Intl Small-Cap Equity the manager owns.