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 |
| Cabot Wealth Management Inc. | 0.30% | Add +4.0% | 64,439 | $2.3M |
| Shakespeare Wealth Management, LLC | 0.67% | Reduce -4.3% | 64,400 | $2.3M |
| Falcon Wealth Planning | 0.35% | Reduce -9.1% | 62,446 | $2.2M |
| Elm Partners Management LLC | 0.17% | No change | 60,668 | $2.2M |
| Elmwood Wealth Management, Inc. | 0.90% | Add +495.3% | 58,977 | $2.1M |
| TAP Consulting, LLC | 0.46% | Reduce -6.2% | 58,050 | $2.1M |
| Northwest Capital Management Inc | 0.66% | Reduce -0.5% | 57,984 | $2.1M |
| Choate Investment Advisors | 0.05% | No change | 56,000 | $2.0M |
| Noble Family Wealth, LLC | 0.56% | Reduce -5.0% | 55,071 | $2.0M |
| Traveka Wealth, LLC | 0.89% | Add +7.4% | 53,792 | $1.9M |
| Abacus Planning Group, Inc. | 0.34% | Reduce -0.8% | 48,419 | $1.7M |
| Seneca Financial Advisors LLC | 0.90% | Add +0.8% | 47,010 | $1.7M |
| Christensen, King & Associates Investment Services, Inc. | 0.83% | Reduce -1.3% | 46,484 | $1.7M |
| Horan Capital Advisors, LLC. | 0.59% | Reduce -11.2% | 46,037 | $1.6M |
| US Bancorp \de | 0.00% | Reduce -6.4% | 44,896 | $1.6M |
| Buckingham Strategic Wealth, LLC | 0.02% | Add +1.9% | 43,596 | $1.6M |
| Integris Wealth Management, LLC | 0.42% | Reduce -1.7% | 42,828 | $1.5M |
| Modera Wealth Management, LLC | 0.02% | Reduce -2.0% | 42,746 | $1.5M |
| Eagle Harbor Asset Management Inc. | 1.52% | Reduce -4.8% | 39,786 | $1.4M |
| Natixis Advisors, LLC | 0.00% | Reduce -28.8% | 39,789 | $1.4M |
| Stone Summit Wealth LLC | 0.49% | Add +11.0% | 39,426 | $1.4M |
| Elevation Wealth Partners, LLC | 0.67% | Add +85.9% | 37,316 | $1.3M |
| American Financial & Tax Strategies Inc. | 0.71% | New | 37,180 | $1.3M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +1.5% | 36,376 | $1.3M |
| Dopkins Wealth Management, LLC | 0.78% | Reduce -1.9% | 36,174 | $1.3M |
| Fonville Wealth Management LLC | 0.57% | Add +4.8% | 35,974 | $1.3M |
| Old Mission Capital LLC | 0.03% | Reduce -20.4% | 35,923 | $1.3M |
| Osaic Holdings, Inc. | 0.00% | Reduce -43.9% | 35,458 | $1.3M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -15.4% | 33,990 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -2.9% | 33,339 | $1.2M |
| SOL Capital Management CO | 0.15% | No change | 32,863 | $1.2M |
| Wealth Architects, LLC | 0.15% | No change | 32,793 | $1.2M |
| Walkner Condon Financial Advisors LLC | 0.25% | Add +2.8% | 32,491 | $1.2M |
| NorthCrest Asset Manangement, LLC | 0.04% | Reduce -1.5% | 31,891 | $1.1M |
| Commerce Bank | 0.01% | Add +2.9% | 31,598 | $1.1M |
| Braun-Bostich & Associates Inc. | 0.94% | Add +50.4% | 31,472 | $1.1M |
| Oakwell Private Wealth Management, LLC | 0.34% | Reduce -1.4% | 31,351 | $1.1M |
| Leisure Capital Management | 0.56% | Add +10.7% | 31,106 | $1.1M |
| Foster Group, Inc. | 0.05% | Add +19.7% | 30,445 | $1.1M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -0.4% | 30,334 | $1.1M |
| Hexagon Capital Partners LLC | 0.23% | Add +34.8% | 29,015 | $1.0M |
| SeaCrest Wealth Management, LLC | 0.13% | Add +1.2% | 28,585 | $1.0M |
| Single Point Partners, LLC | 0.23% | Reduce -5.8% | 28,233 | $1.0M |
| Avior Wealth Management, LLC | 0.05% | Add +0.4% | 28,231 | $1.0M |
| CVA Family Office, LLC | 0.18% | No change | 27,824 | $996K |
| Carolina Wealth Advisors, LLC | 0.54% | Add +8.3% | 27,709 | $992K |
| Passive Capital Management, LLC. | 0.39% | Reduce -0.3% | 27,651 | $990K |
| Focus Financial Network, Inc. | 0.05% | — | 28,895 | $988K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -9.3% | 26,411 | $946K |
| Fortress Wealth Management, Inc. | 0.48% | Reduce -33.2% | 25,907 | $927K |
| NewEdge Advisors, LLC | 0.01% | Reduce -0.9% | 25,886 | $927K |
| Koshinski Asset Management, Inc. | 0.09% | Reduce -20.1% | 25,717 | $921K |
| LTG Capital LLC | 0.78% | Add +0.5% | 25,277 | $905K |
| Pension & Wealth Management Advisors, Inc. | 0.58% | Add +3.5% | 24,562 | $879K |
| Colony Family Offices, LLC | 0.28% | Add +11.5% | 24,548 | $879K |
| Richard P Slaughter Associates Inc | 0.20% | Reduce -25.6% | 23,569 | $844K |
| Moisand Fitzgerald Tamayo, LLC | 0.13% | Reduce -1.9% | 23,301 | $834K |
| OneAscent Financial Services LLC | 0.09% | Reduce -13.9% | 23,210 | $831K |
| McLean Asset Management Corp | 0.28% | Add +9.7% | 23,077 | $826K |
| Capital Analysts, LLC | 0.04% | Add +1.8% | 22,941 | $821K |
| Index Fund Advisors, Inc. | 0.04% | Reduce -0.5% | 22,558 | $808K |
| Composition Wealth, LLC | 0.02% | Reduce -34.2% | 21,863 | $783K |
| Denver PWM, LLC | 0.29% | Add +1.4% | 21,128 | $749K |
| Mill Creek Capital Advisors, LLC | 0.02% | No change | 20,761 | $743K |
| BCS Wealth Management | 0.24% | Add +95.4% | 20,572 | $736K |
| Cresset Asset Management, LLC | 0.00% | Add +14.3% | 20,392 | $730K |
| Peak Financial Management, Inc. | 0.23% | Reduce -5.3% | 20,103 | $720K |
| Bank of Montreal | 0.00% | Reduce -2.4% | 19,652 | $704K |
| Aspen Investment Management Inc | 0.36% | Reduce -2.0% | 19,578 | $701K |
| Sterling Wealth Management, Inc. | 0.34% | No change | 19,321 | $692K |
| Guardian Financial Partners, LLC | 0.47% | Add +14.0% | 19,295 | $691K |
| Moran Wealth Management, LLC | 0.02% | Add +32.4% | 19,259 | $689K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +24.6% | 19,021 | $681K |
| Vawter Financial, Ltd. | 0.48% | Add +12.1% | 18,480 | $662K |
| Blue Barn Wealth, LLC | 0.36% | Reduce -40.7% | 10,730 | $650K |
| Sand Hill Global Advisors, LLC | 0.03% | No change | 18,062 | $647K |
| Omega Financial Group, LLC | 0.26% | Reduce -3.7% | 17,758 | $636K |
| Fifth Third Securities, Inc. | 0.06% | Reduce -1.6% | 17,624 | $631K |
| Strategic Family Wealth Counselors, L.L.C. | 0.24% | Reduce -54.9% | 17,228 | $617K |
| Krilogy Financial LLC | 0.05% | Reduce -11.4% | 17,194 | $616K |
| MAI Capital Management | 0.01% | New | 17,070 | $611K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +4.3% | 17,017 | $609K |
| Investment Partners Asset Management, Inc. | 0.54% | Add +8.2% | 16,822 | $602K |
| Collective Family Office LLC | 0.19% | Reduce -3.0% | 16,720 | $599K |
| Equitable Holdings, Inc. | 0.01% | No change | 16,583 | $594K |
| Altfest L J & Co. Inc. | 0.08% | Reduce -0.9% | 16,563 | $593K |
| Marshall Financial Group Inc. | 0.19% | Add +0.7% | 16,474 | $590K |
| Integrated Advisors Network LLC | 0.03% | Reduce -1.6% | 16,397 | $587K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -27.4% | 16,367 | $586K |
| Oarsman Capital, Inc. | 0.14% | Add +11.1% | 16,033 | $574K |
| JPMorgan Chase & Co. | 0.00% | Reduce -20.2% | 15,932 | $570K |
| Argent Trust Co | 0.03% | No change | 15,831 | $567K |
| Tempus Wealth Planning, LLC | 0.24% | Add +1.9% | 15,498 | $555K |
| Motco | 0.03% | Add +6.8% | 15,138 | $542K |
| Farther Finance Advisors, LLC | 0.03% | Add +141.0% | 14,216 | $507K |
| Capasso Planning Partners LLC | 0.21% | Reduce -30.1% | 14,140 | $506K |
| Parkside Financial Bank & Trust | 0.08% | Reduce -18.1% | 13,864 | $496K |
| Private Wealth Management Group, LLC | 0.22% | Reduce -2.7% | 13,566 | $486K |
| Nwam LLC | 0.04% | Add +85.3% | 13,479 | $482K |
| SignalPoint Asset Management, LLC | 0.13% | Reduce -0.6% | 13,093 | $469K |
| Pinnacle Associates Ltd. | 0.01% | No change | 12,929 | $463K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -1.2% | 12,564 | $450K |
| Avaii Wealth Management, LLC | 0.26% | Reduce -7.3% | 12,537 | $449K |
| Morris Financial Concepts, Inc. | 0.23% | Reduce -20.2% | 12,468 | $446K |
| Allworth Financial LP | 0.00% | Reduce -1.1% | 12,169 | $436K |
| Essex Financial Services, Inc. | 0.04% | No change | 12,158 | $435K |
| WMS Partners, LLC | 0.03% | No change | 12,121 | $434K |
| Ifrah Financial Services, Inc. | 0.12% | Add +7.3% | 12,119 | $434K |
| Life Planning Partners, Inc | 0.42% | Reduce -0.5% | 11,795 | $422K |
| Summit Financial Strategies, Inc. | 0.06% | Reduce -1.1% | 11,718 | $420K |
| Simon Quick Advisors, LLC | 0.03% | Reduce -0.0% | 11,642 | $417K |
| Lantz Financial LLC | 0.13% | Reduce -4.8% | 11,619 | $416K |
| Robertson Stephens Wealth Management, LLC | 0.02% | No change | 11,617 | $416K |
| Vista Capital Partners, Inc. | 0.05% | Add +16.4% | 11,510 | $412K |
| Blue Bell Private Wealth Management, LLC | 0.09% | Reduce -13.5% | 11,325 | $405K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 11,200 | $401K |
| Annapolis Financial Services, LLC | 0.13% | Reduce -5.9% | 11,193 | $401K |
| Jane Street Group, LLC | 0.00% | Reduce -99.5% | 11,036 | $395K |
| Susquehanna International Group, LLP | 0.00% | New | 10,791 | $386K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -8.3% | 10,350 | $371K |
| SVB Wealth LLC | 0.01% | Add +10.5% | 10,301 | $369K |
| Canopy Partners, LLC | 0.18% | Add +6.5% | 10,268 | $368K |
| Lindenwold Advisors, INC | 0.19% | Reduce -34.5% | 9,985 | $357K |
| Cullen/Frost Bankers, Inc. | 0.01% | No change | 9,926 | $355K |
| Kestra Advisory Services, LLC | 0.00% | Add +11.2% | 9,915 | $355K |
| Seaside Wealth Management, Inc. | 0.15% | Reduce -2.0% | 9,816 | $351K |
| Mutual Advisors, LLC | 0.01% | New | 9,777 | $350K |
| Harbour Investment Management LLC | 0.16% | Add +0.2% | 9,671 | $346K |
| Tranquility Partners, LLC | 0.13% | No change | 9,513 | $341K |
| James J. Burns & Company, LLC | 0.12% | Reduce -54.8% | 9,601 | $340K |
| Alpha Omega Wealth Management LLC | 0.06% | Reduce -0.7% | 9,483 | $339K |
| Geometric Wealth Advisors | 0.08% | Add +3.4% | 9,196 | $329K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | Add +0.2% | 9,054 | $324K |
| Lido Advisors, LLC | 0.00% | New | 9,018 | $323K |
| Earned Wealth Advisors, LLC | 0.12% | Add +3.5% | 9,008 | $322K |
| Busey Bank | 0.01% | Add +5.1% | 8,854 | $317K |
| MML Investors Services, LLC | 0.00% | Reduce -24.0% | 8,757 | $314K |
| Cerity Partners LLC | 0.00% | Reduce -99.7% | 8,763 | $314K |
| Mainstay Capital Management LLC | 0.06% | Reduce -1.0% | 8,542 | $306K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 8,434 | $302K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.5% | 8,324 | $298K |
| Townsquare Capital LLC | 0.00% | New | 8,130 | $291K |
| Sachem Hill LLC | 0.07% | Reduce -0.6% | 8,039 | $288K |
| Black Diamond Financial, LLC | 0.08% | No change | 8,056 | $281K |
| Merriman Wealth Management, LLC | 0.01% | Add +1.9% | 7,845 | $281K |
| AE Wealth Management LLC | 0.00% | Reduce -54.9% | 7,766 | $278K |
| Wilson & Boucher Capital Management, LLC | 0.22% | Add +29.2% | 7,750 | $277K |
| IVC Wealth Advisors LLC | 0.16% | Add +7.6% | 7,736 | $277K |
| Advisory Services Network, LLC | 0.01% | Reduce -1.2% | 7,675 | $275K |
| Raymond James & Associates | 0.00% | Reduce -17.1% | 7,517 | $269K |
| HUB Investment Partners, LLC | 0.01% | Reduce -12.1% | 7,358 | $263K |
| Empower Advisory Group, LLC | 0.00% | Reduce -14.0% | 6,987 | $250K |
| Paragon Capital Management Ltd | 0.04% | New | 6,984 | $250K |
| HHM Wealth Advisors, LLC | 0.04% | No change | 6,976 | $250K |
| Obermeyer Wealth Partners | 0.01% | No change | 6,898 | $247K |
| Sax Wealth Advisors, LLC | 0.03% | No change | 6,800 | $243K |
| 25 LLC | 0.12% | Add +0.2% | 6,793 | $243K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 6,790 | $243K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 6,790 | $243K |
| Ballentine Capital Advisors, Inc | 0.13% | Add +5.3% | 6,727 | $240K |
| White Lighthouse Investment Management Inc. | 0.05% | No change | 6,600 | $236K |
| Asset Dedication, LLC | 0.02% | No change | 6,554 | $234K |
| MBL Wealth, LLC | 0.03% | No change | 6,500 | $233K |
| Truist Financial Corp. | 0.00% | Reduce -12.5% | 6,366 | $228K |
| Appleton Partners Inc. | 0.02% | New | 6,089 | $218K |
| Sensible Money, LLC | 0.12% | Add +1.3% | 6,071 | $217K |
| Garrison Asset Management, LLC | 0.11% | Reduce -1.5% | 5,992 | $215K |
| Renaissance Technologies | 0.00% | Reduce -41.4% | 5,700 | $204K |
| Phocas Financial Corp. | 0.02% | New | 5,642 | $202K |
| Brandywine Oak Private Wealth LLC | 0.02% | New | 5,623 | $201K |
| Comerica Bank | 0.00% | Reduce -4.8% | 5,461 | $196K |
| Tradewinds Capital Management, LLC | 0.05% | Add +204.5% | 5,167 | $185K |
| Operose Advisors LLC | 0.06% | Reduce -26.9% | 4,969 | $178K |
| Creative Financial Designs Inc. | 0.01% | Add +7.0% | 4,321 | $155K |
| Richardson Capital Management LLC | 0.12% | No change | 4,212 | $151K |
| IFP Advisors, Inc | 0.01% | Add +133.5% | 4,135 | $148K |
| Smartleaf Asset Management LLC | 0.03% | Add +93.2% | 4,061 | $146K |
| CIBC Private Wealth Group LLC | 0.00% | New | 3,857 | $138K |
| Clearstead Advisors, LLC | 0.01% | Add +172.6% | 3,699 | $133K |
| Newton One Investments LLC | 0.06% | No change | 3,656 | $131K |
| Aptus Capital Advisors, LLC | 0.00% | Add +951.6% | 3,586 | $128K |
| EP Wealth Advisors, LLC | 0.00% | New | 3,513 | $126K |
| Clearstead Trust, LLC | 0.03% | No change | 3,100 | $111K |
| Impact Partnership Wealth, LLC | 0.04% | No change | 3,075 | $110K |
| Citigroup Inc. | 0.00% | Add +68.8% | 3,064 | $110K |
| McClarren Financial Advisors, Inc. | 0.07% | Add +0.0% | 2,787 | $100K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +882.0% | 2,671 | $96K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,650 | $95K |
| Duncker Streett & Co. Inc. | 0.02% | No change | 2,545 | $91K |
| Realta Investment Advisors | 0.02% | New | 2,201 | $79K |
| Qube Research & Technologies Ltd | 0.00% | New | 2,200 | $79K |
| Front Row Advisors LLC | 0.03% | Add +2.8% | 2,030 | $73K |
| Jackson Hole Capital Partners, LLC | 0.02% | No change | 2,010 | $72K |
| Access Investment Management LLC | 0.02% | No change | 2,000 | $72K |
| Larson Financial Group LLC | 0.01% | No change | 1,926 | $69K |
| Raleigh Capital Management Inc. | 0.03% | New | 1,788 | $64K |
| Blair William & Co. | 0.00% | Reduce -0.1% | 1,640 | $59K |
| Parallel Advisors, LLC | 0.00% | Reduce -68.8% | 1,566 | $56K |
| Versant Capital Management, Inc | 0.02% | Reduce -10.3% | 1,489 | $53K |
| Anchor Investment Management, LLC | 0.01% | No change | 1,440 | $52K |
| Global Retirement Partners, LLC | 0.00% | Add +0.1% | 1,420 | $51K |
| Clear Investment Research, LLC | 0.06% | No change | 1,348 | $48K |
| Abound Wealth Management | 0.02% | No change | 1,341 | $48K |
| MCF Advisors LLC | 0.00% | No change | 1,320 | $47K |
| First Community Trust NA | 0.04% | No change | 1,300 | $47K |
| Smithfield Trust Co | 0.00% | No change | 1,230 | $44K |
| Pacifica Partners Inc. | 0.02% | Reduce -3.1% | 1,235 | $44K |
| AlphaCore Capital LLC | 0.01% | Add +213.7% | 1,195 | $43K |
| Abich Financial Wealth Management LLC | 0.03% | No change | 1,193 | $43K |
| SJS Investment Consulting Inc. | 0.01% | Reduce -26.4% | 1,176 | $42K |
| Principal Securities, Inc. | 0.00% | Reduce -1.5% | 1,156 | $41K |
| Creekmur Asset Management LLC | 0.01% | No change | 1,148 | $41K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 1,137 | $41K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 1,122 | $40K |
| Cape Investment Advisory, Inc. | 0.02% | Reduce -14.7% | 1,084 | $39K |
| Clear Point Advisors Inc. | 0.03% | No change | 1,047 | $37K |
| Sandy Spring Bank | 0.00% | Reduce -18.9% | 1,010 | $36K |
| Maryland Capital Advisors Inc. | 0.02% | No change | 972 | $35K |
| Horizon Financial Services, LLC | 0.02% | Reduce -99.1% | 908 | $33K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +140.6% | 883 | $32K |
| UMB Bank, n.a. | 0.00% | Reduce -65.9% | 850 | $30K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 834 | $30K |
| Geneos Wealth Management Inc. | 0.00% | Add +696.0% | 589 | $21K |
| Hazlett, Burt & Watson, Inc. | 0.01% | New | 580 | $21K |
| Harbour Investments, Inc. | 0.00% | Reduce -69.1% | 564 | $20K |
| Laffer Tengler Investments, Inc. | 0.01% | New | 550 | $20K |
| Spire Wealth Management | 0.00% | Add +581.3% | 511 | $18K |
| Glassman Wealth Services | 0.00% | No change | 504 | $18K |
| Bangor Savings Bank | 0.00% | New | 482 | $17K |
| TFC Financial Management, Inc. | 0.00% | No change | 479 | $17K |
| M&R Capital Management Inc. | 0.00% | Reduce -3.0% | 456 | $16K |
| Castleview Partners, LLC | 0.01% | No change | 448 | $16K |
| Johnson Financial Group, Inc. | 0.00% | No change | 439 | $16K |
| FSA Wealth Management LLC | 0.01% | Add +1.9% | 437 | $16K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Reduce -5.5% | 432 | $15K |
| Plante Moran Financial Advisors, LLC | 0.00% | Add +30.7% | 396 | $14K |
| Gradient Investments LLC | 0.00% | New | 376 | $13K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 341 | $12K |
| Beacon Capital Management, LLC | 0.00% | No change | 303 | $11K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 300 | $11K |
| Global Financial Private Client, LLC | 0.00% | No change | 274 | $10K |
| American Capital Advisory, LLC | 0.01% | Reduce -3.1% | 280 | $9K |
| Cassady Schiller Wealth Management, LLC | 0.00% | New | 259 | $9K |
| Howe & Rusling Inc. | 0.00% | Reduce -73.7% | 255 | $9K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -17.0% | 249 | $9K |
| Princeton Global Asset Management LLC | 0.00% | No change | 215 | $8K |
| Hamilton Point Investment Advisors, LLC | 0.00% | No change | 214 | $8K |
| Fortis Group Advisors, LLC | 0.00% | Reduce -50.0% | 185 | $7K |
| First Command Advisory Services, Inc. | 0.00% | New | 185 | $7K |
| Retirement Group, LLC | 0.00% | No change | 176 | $6K |
| Davis Capital Management | 0.01% | Reduce -5.4% | 175 | $6K |
| Pittenger & Anderson Inc. | 0.00% | No change | 150 | $5K |
| Caldwell Trust Co | 0.00% | New | 134 | $5K |
| Anfield Capital Management, LLC | 0.00% | New | 122 | $4K |
| Guardian Wealth Management, Inc. | 0.00% | No change | 121 | $4K |
| Wagner Wealth Management, LLC | 0.00% | Add +22.7% | 119 | $4K |
| Bogart Wealth, LLC | 0.00% | No change | 118 | $4K |
| C M Bidwell & Associates Ltd. | 0.00% | No change | 97 | $3K |
| Key Financial Inc | 0.00% | No change | 87 | $3K |
| Archer Investment Corp | 0.00% | No change | 77 | $3K |
| Rice Partnership, LLC | 0.00% | New | 69 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +378.6% | 67 | $2K |
| Continuum Advisory, LLC | 0.00% | New | 66 | $2K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 66 | $2K |
| Element Wealth, LLC | 0.00% | No change | 62 | $2K |
| First Pacific Financial | 0.00% | New | 57 | $2K |
| Wiser Advisor Group LLC | 0.00% | Reduce -2.0% | 50 | $2K |
| Private Capital Management LLC | 0.00% | New | 49 | $2K |
| CoreCap Advisors, LLC | 0.00% | New | 49 | $2K |
| Dunhill Financial, LLC | 0.00% | New | 47 | $2K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | Reduce -79.2% | 45 | $2K |
| Bfsg, LLC | 0.00% | No change | 43 | $2K |
| AdvisorNet Financial, Inc | 0.00% | No change | 42 | $2K |
| Investors Research Corp | 0.00% | Reduce -81.8% | 41 | $1K |
| NorthRock Partners, LLC | 0.00% | Reduce -89.7% | 40 | $1K |
| Western Pacific Wealth Management, LP | 0.00% | New | 39 | $1K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 38 | $1K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 35 | $1K |
| Rothschild Investment LLC | 0.00% | No change | 31 | $1K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +0.0% | 29 | $1K |
| Fifth Third Bancorp | 0.00% | No change | 28 | $1K |
| Financial Management Professionals, Inc. | 0.00% | No change | 29 | $1K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -60.0% | 28 | $1K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -50.0% | 22 | $789 |
| Lowe Wealth Advisors, LLC | 0.00% | Reduce -85.6% | 21 | $752 |
| Signaturefd, LLC | 0.00% | Add +35.7% | 19 | $680 |
| Sunbelt Securities, Inc. | 0.00% | Reduce -95.4% | 13 | $465 |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 7 | $251 |
| NewSquare Capital LLC | 0.00% | No change | 2 | $72 |
| Salomon & Ludwin, LLC | 0.00% | No change | 1 | $36 |
"% 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.