Schwab Intl Small-Cap EquitySCHCETF
13F holders, Q1 2024 (March 31)390holders
2famous investors
$35.79avg. 13F price*
At the end of Q1 2024, 390 institutions reported holding Schwab Intl Small-Cap Equity (SCHC) in their 13F filings. The largest holders were Charles Schwab Investment Advisory, Inc. ($1.4B), PNC Financial Services Group, Inc. ($158.2M) and Savant Capital, LLC ($130.2M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $64.4M |
| Exits | 35 | $67.5M |
Ownership 390 holders
| Charles Schwab Investment Advisory, Inc. | 1.93% | Add +1.0% | 39,180,523 | $1.4B |
| PNC Financial Services Group, Inc. | 0.11% | Add +3.2% | 4,418,115 | $158.2M |
| Savant Capital, LLC | 1.49% | Reduce -1.3% | 3,637,214 | $130.2M |
| Tiaa Trust, National Association | 0.25% | Add +53.4% | 2,272,282 | $81.3M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -0.2% | 1,823,500 | $65.3M |
| State Street Corp. | 0.00% | New | 1,644,499 | $58.9M |
| New York Life Investment Management LLC | 0.55% | Add +82.5% | 1,534,987 | $55.0M |
| McAdam, LLC | 3.30% | Add +7.1% | 1,436,955 | $51.4M |
| Creative Planning | 0.06% | Reduce -2.4% | 1,405,860 | $50.3M |
| Corient Private Wealth LP | 0.08% | Add +2.5% | 1,218,728 | $43.6M |
| BlackRock Inc. | 0.00% | Reduce -20.2% | 1,099,846 | $39.4M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.9% | 1,012,788 | $36.3M |
| Mather Group, Llc. | 0.57% | Reduce -0.6% | 1,033,254 | $36.1M |
| Focus Partners Wealth | 0.27% | Add +1.1% | 914,229 | $32.7M |
| Choreo, LLC | 0.82% | Reduce -3.2% | 888,540 | $31.8M |
| Johnson Financial Group, LLC | 3.90% | Reduce -0.6% | 862,130 | $30.9M |
| Rockbridge Investment Management, LCC | 3.84% | Add +6.0% | 732,487 | $26.2M |
| Capital Advisors Inc. | 0.52% | Reduce -36.6% | 678,397 | $24.3M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -10.3% | 670,026 | $24.0M |
| Pure Financial Advisors, LLC | 0.71% | Add +1.7% | 633,949 | $22.7M |
| Cetera Investment Advisers | 0.05% | Add +21.6% | 584,865 | $20.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.59% | Add +7.7% | 528,741 | $18.9M |
| GHP Investment Advisors, Inc. | 0.83% | Add +0.6% | 469,927 | $16.8M |
| Captrust Financial Advisors | 0.06% | Reduce -44.8% | 454,378 | $16.3M |
| Morton Brown Family Wealth, LLC | 5.98% | Add +7.7% | 404,423 | $14.5M |
| Morgan Stanley | 0.00% | Reduce -2.2% | 387,428 | $13.9M |
| JFG Wealth Management, LLC | 3.30% | Add +3.3% | 343,755 | $12.3M |
| UBS Group AG | 0.00% | Add +0.0% | 343,240 | $12.3M |
| Vise Technologies, Inc. | 2.19% | Add +8.8% | 310,086 | $11.1M |
| Act Wealth Management, LLC | 5.17% | Add +3.8% | 286,605 | $10.3M |
| Charles Schwab Trust Co | 0.95% | Add +15.3% | 278,999 | $10.0M |
| Jones Financial Companies LLLP | 0.01% | Add +2.4% | 256,050 | $9.2M |
| Valley National Advisers Inc. | 1.32% | Add +4.3% | 243,191 | $8.7M |
| Capital Insight Partners, LLC | 1.63% | Add +3.8% | 243,006 | $8.7M |
| One Capital Management, LLC | 0.31% | Reduce -2.5% | 241,002 | $8.6M |
| Redwood Investment Management, LLC | 0.79% | Add +0.0% | 232,998 | $8.3M |
| Tortoise Investment Management, LLC | 1.01% | Add +15.4% | 231,250 | $8.3M |
| Atlas Capital Advisors Inc. | 1.27% | Reduce -2.8% | 227,374 | $8.1M |
| Nicholas Hoffman & Company, LLC. | 0.40% | Add +6.3% | 219,818 | $7.9M |
| LPL Financial LLC | 0.00% | Reduce -1.7% | 208,641 | $7.5M |
| West Paces Advisors Inc. | 1.87% | Reduce -3.3% | 198,514 | $7.1M |
| Valmark Advisers, Inc. | 0.12% | Reduce -0.1% | 195,893 | $7.0M |
| Integrated Wealth Concepts LLC | 0.10% | Reduce -0.2% | 195,319 | $7.0M |
| Mission Wealth Management, LP | 0.18% | Reduce -0.7% | 185,067 | $6.6M |
| Brand Asset Management Group, Inc. | 2.83% | Add +1.8% | 183,591 | $6.6M |
| Beaird Harris Wealth Management, LLC | 0.64% | Reduce -1.6% | 181,969 | $6.5M |
| PrairieView Partners, LLC | 0.74% | Reduce -2.8% | 180,077 | $6.4M |
| Strategic Financial Planning, Inc. | 4.81% | Reduce -0.3% | 179,399 | $6.4M |
| Courage Miller Partners, LLC | 2.21% | Add +1.2% | 178,899 | $6.4M |
| Moneta Group Investment Advisors LLC | 0.10% | Add +30.2% | 177,241 | $6.3M |
| Transamerica Financial Advisors, LLC | 0.65% | Add +8.3% | 176,995 | $6.3M |
| Means Investment Co., Inc. | 0.81% | Add +24.4% | 174,763 | $6.3M |
| HighTower Advisors, LLC | 0.01% | Reduce -0.7% | 171,713 | $6.1M |
| Wooster Corthell Wealth Management, Inc. | 1.35% | Add +1.5% | 164,832 | $5.9M |
| Financial Consulate, Inc. | 1.69% | Add +1.8% | 159,399 | $5.7M |
| Prime Capital Investment Advisors, LLC | 0.08% | Reduce -1.8% | 156,698 | $5.6M |
| Clearwater Capital Advisors, LLC | 0.57% | Add +4.0% | 150,035 | $5.4M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -1.3% | 149,511 | $5.4M |
| Main Street Financial Solutions, LLC | 0.56% | Add +4.7% | 146,653 | $5.3M |
| Wells Fargo & Company | 0.00% | Add +1.1% | 145,236 | $5.2M |
| Robinswood Financial LLC | 2.14% | Reduce -22.2% | 140,431 | $5.0M |
| Coldstream Capital Management Inc. | 0.13% | Reduce -2.1% | 139,627 | $5.0M |
| Kathleen S. Wright Associates Inc. | 2.35% | Reduce -1.7% | 139,229 | $5.0M |
| Advisory Alpha, LLC | 0.20% | Reduce -89.5% | 136,690 | $4.9M |
| Citadel Advisors | 0.00% | Reduce -65.2% | 136,598 | $4.9M |
| Hancock Whitney Corp. | 0.17% | Reduce -23.8% | 135,249 | $4.8M |
| Royal Bank of Canada | 0.00% | Reduce -22.5% | 134,578 | $4.8M |
| Seven Springs Wealth Group, LLC | 1.85% | Reduce -1.2% | 131,421 | $4.7M |
| Kohmann Bosshard Financial Services, LLC | 0.63% | Reduce -8.5% | 126,032 | $4.5M |
| CENTRAL TRUST Co | 0.11% | Reduce -8.0% | 121,113 | $4.3M |
| Symmetry Partners, LLC | 0.33% | Reduce -12.1% | 119,508 | $4.3M |
| Perigon Wealth Management, LLC | 0.13% | Add +7.3% | 119,057 | $4.3M |
| Wedmont Private Capital | 0.29% | Add +0.0% | 111,758 | $4.0M |
| Brooklyn FI, LLC | 1.62% | Reduce -0.4% | 109,941 | $3.9M |
| Latigo Investments, LLC | 1.97% | No change | 107,467 | $3.8M |
| LPF Advisors LLC | 3.73% | Reduce -2.1% | 104,035 | $3.7M |
| Bank of America Corp. | 0.00% | Reduce -16.6% | 101,919 | $3.6M |
| Procyon Advisors, LLC | 0.28% | Add +1365.6% | 101,286 | $3.6M |
| Embree Financial Group | 0.71% | Add +3.7% | 100,944 | $3.6M |
| Bell Investment Advisors, Inc | 0.70% | Reduce -39.0% | 100,504 | $3.6M |
| Patriot Investment Management Group, Inc. | 0.28% | Reduce -3.3% | 97,208 | $3.5M |
| Evergreen Capital Management LLC | 0.13% | Reduce -2.1% | 95,634 | $3.4M |
| FMR LLC | 0.00% | Reduce -3.2% | 90,940 | $3.3M |
| Cornerstone Wealth Advisors, Inc. | 0.99% | Reduce -12.6% | 90,097 | $3.2M |
| M Holdings Securities, Inc. | 0.53% | Add +39.0% | 88,346 | $3.2M |
| Stifel Financial Corp. | 0.00% | Reduce -2.4% | 85,811 | $3.1M |
| Quadrant Capital Group LLC | 0.24% | Add +21.8% | 85,458 | $3.1M |
| HBK Sorce Advisory LLC | 0.10% | Reduce -2.2% | 80,676 | $2.9M |
| St. Louis Trust Co | 0.44% | No change | 78,639 | $2.8M |
| Upper Left Wealth Management, LLC | 2.52% | Reduce -0.8% | 76,066 | $2.7M |
| Texas Yale Capital Corp. | 0.12% | Add +2.0% | 75,437 | $2.7M |
| Focus Partners Advisor Solutions, LLC | 0.08% | Add +817.6% | 75,199 | $2.7M |
| Northern Trust Corp. | 0.00% | Add +0.1% | 73,766 | $2.6M |
| Mariner, LLC | 0.01% | Add +67.6% | 70,680 | $2.5M |
| American Century Companies Inc. | 0.00% | Add +134.5% | 70,662 | $2.5M |
| Aire Advisors, LLC | 0.55% | Reduce -0.1% | 68,447 | $2.5M |
| Forvis Mazars Wealth Advisors, LLC | 0.06% | Reduce -0.2% | 68,307 | $2.4M |
| Columbus Macro, LLC | 0.92% | Reduce -0.6% | 67,687 | $2.4M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -18.7% | 66,569 | $2.4M |
| Cwm, LLC | 0.01% | Reduce -4.9% | 64,810 | $2.3M |
"% 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.