Schwab Intl Small-Cap EquitySCHCETF
13F holders, Q2 2024 (June 30)385holders −5
30new positions
38sold out
2famous investors
$35.59avg. 13F price*
At the end of Q2 2024, 385 institutions reported holding Schwab Intl Small-Cap Equity (SCHC) in their 13F filings, down 5 from Q1 2024. 30 opened new positions and 38 sold out. The largest holders were Charles Schwab Investment Management Inc. ($1.4B), PNC Financial Services Group, Inc. ($159.0M) and Savant Capital, LLC ($124.4M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $63.4M |
| Exits | 38 | $95.6M |
All 13F filers, Q1 2024 → Q2 2024: 43,652,716 shares bought and 3,978,648 shares sold, net +39,674,068 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 385 holders
| Charles Schwab Investment Management Inc. | 0.27% | Add +3816.6% | 39,666,770 | $1.4B |
| PNC Financial Services Group, Inc. | 0.11% | Add +1.2% | 4,469,425 | $159.0M |
| Savant Capital, LLC | 1.25% | Reduce -3.9% | 3,496,284 | $124.4M |
| Tiaa Trust, National Association | 0.26% | Add +3.3% | 2,346,780 | $83.5M |
| Focus Partners Wealth | 0.22% | Add +98.5% | 1,814,846 | $64.6M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -5.5% | 1,723,714 | $61.3M |
| State Street Corp. | 0.00% | Reduce -2.3% | 1,607,056 | $57.4M |
| McAdam, LLC | 3.29% | Add +7.0% | 1,537,716 | $54.7M |
| SageView Advisory Group, LLC | 3.32% | New | 1,498,932 | $53.3M |
| Creative Planning | 0.05% | Reduce -0.9% | 1,393,581 | $49.6M |
| BlackRock Inc. | 0.00% | Add +17.4% | 1,291,748 | $46.0M |
| Corient Private Wealth LP | 0.07% | Reduce -1.6% | 1,199,615 | $42.7M |
| Johnson Financial Group, LLC | 5.10% | Add +27.1% | 1,095,787 | $39.0M |
| Mather Group, Llc. | 0.46% | Add +1.1% | 1,044,349 | $37.4M |
| Choreo, LLC | 0.52% | Reduce -0.9% | 880,169 | $31.3M |
| Rockbridge Investment Management, LCC | 3.80% | Add +2.9% | 753,355 | $26.8M |
| Pure Financial Advisors, LLC | 0.63% | Add +0.7% | 638,234 | $22.7M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -11.0% | 596,245 | $21.2M |
| Cetera Investment Advisers | 0.05% | Reduce -4.1% | 560,694 | $19.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.58% | Add +2.8% | 543,525 | $19.3M |
| Tradewinds Capital Management, LLC | 4.99% | Add +9102.6% | 475,499 | $16.9M |
| GHP Investment Advisors, Inc. | 0.84% | Add +0.7% | 473,213 | $16.8M |
| Captrust Financial Advisors | 0.05% | Reduce -5.5% | 429,171 | $15.3M |
| JFG Wealth Management, LLC | 4.05% | Add +16.4% | 400,008 | $14.2M |
| Vise Technologies, Inc. | 2.16% | Add +11.7% | 346,253 | $12.3M |
| UBS Group AG | 0.00% | Add +0.5% | 344,830 | $12.3M |
| Citadel Advisors | 0.01% | Add +148.3% | 339,244 | $12.1M |
| Jane Street Group, LLC | 0.01% | Add +2729.7% | 312,287 | $11.1M |
| Morgan Stanley | 0.00% | Reduce -20.9% | 306,370 | $10.9M |
| Morton Brown Family Wealth, LLC | 4.25% | Reduce -27.6% | 292,599 | $10.8M |
| Charles Schwab Trust Co | 0.96% | Add +4.9% | 292,669 | $10.4M |
| Act Wealth Management, LLC | 5.11% | Add +1.9% | 292,077 | $10.4M |
| Jones Financial Companies LLLP | 0.01% | Add +6.9% | 273,801 | $9.7M |
| Tortoise Investment Management, LLC | 1.11% | Add +17.9% | 272,525 | $9.7M |
| LPL Financial LLC | 0.00% | Add +21.1% | 252,776 | $9.0M |
| Valley National Advisers Inc. | 1.32% | Add +3.0% | 250,553 | $8.9M |
| Capital Insight Partners, LLC | 1.61% | Reduce -1.6% | 239,151 | $8.5M |
| Nicholas Hoffman & Company, LLC. | 0.39% | Add +6.3% | 233,560 | $8.3M |
| Atlas Capital Advisors Inc. | 1.03% | Reduce -2.0% | 222,827 | $7.9M |
| One Capital Management, LLC | 0.27% | Reduce -8.4% | 220,820 | $7.9M |
| Redwood Investment Management, LLC | 0.67% | Reduce -6.3% | 218,264 | $7.8M |
| West Paces Advisors Inc. | 1.85% | Add +0.6% | 199,761 | $7.1M |
| Brand Asset Management Group, Inc. | 2.77% | Add +0.2% | 184,022 | $6.5M |
| Mission Wealth Management, LP | 0.17% | Reduce -2.1% | 181,207 | $6.4M |
| Strategic Financial Planning, Inc. | 4.59% | Reduce -0.3% | 178,790 | $6.4M |
| Courage Miller Partners, LLC | 2.28% | Reduce -0.3% | 178,426 | $6.3M |
| PrairieView Partners, LLC | 0.71% | Reduce -1.4% | 177,531 | $6.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +18.5% | 177,180 | $6.3M |
| Transamerica Financial Advisors, LLC | 0.67% | No change | 176,995 | $6.3M |
| HighTower Advisors, LLC | 0.01% | Add +2.8% | 176,493 | $6.3M |
| Royal Bank of Canada | 0.00% | Add +31.1% | 176,375 | $6.3M |
| Moneta Group Investment Advisors LLC | 0.10% | Reduce -0.5% | 176,351 | $6.3M |
| Wooster Corthell Wealth Management, Inc. | 1.34% | Add +1.0% | 166,442 | $5.9M |
| Beaird Harris Wealth Management, LLC | 0.55% | Reduce -9.4% | 164,928 | $5.9M |
| Financial Consulate, Inc. | 1.66% | Add +0.1% | 159,602 | $5.7M |
| Main Street Financial Solutions, LLC | 0.53% | Add +7.6% | 157,806 | $5.6M |
| Clearwater Capital Advisors, LLC | 0.59% | Add +4.7% | 157,096 | $5.6M |
| Procyon Advisors, LLC | 0.41% | Add +54.0% | 155,926 | $5.5M |
| Prime Capital Investment Advisors, LLC | 0.08% | Reduce -6.6% | 146,405 | $5.2M |
| Valmark Advisers, Inc. | 0.09% | Reduce -25.9% | 145,251 | $5.2M |
| Wells Fargo & Company | 0.00% | Reduce -2.1% | 142,145 | $5.1M |
| Kathleen S. Wright Associates Inc. | 2.26% | Reduce -0.8% | 138,117 | $4.9M |
| Coldstream Capital Management Inc. | 0.12% | Reduce -3.2% | 135,203 | $4.8M |
| Hancock Whitney Corp. | 0.16% | Reduce -0.5% | 134,612 | $4.8M |
| Robinswood Financial LLC | 1.91% | Reduce -5.7% | 132,364 | $4.7M |
| Flow Traders U.S. LLC | 0.23% | New | 128,671 | $4.6M |
| Seven Springs Wealth Group, LLC | 1.83% | Reduce -2.3% | 128,389 | $4.6M |
| Advisory Alpha, LLC | 0.18% | Reduce -6.6% | 127,630 | $4.5M |
| Perigon Wealth Management, LLC | 0.13% | Add +2.4% | 121,877 | $4.3M |
| Symmetry Partners, LLC | 0.22% | No change | 119,508 | $4.3M |
| Wedmont Private Capital | 0.26% | Reduce -0.1% | 111,633 | $4.2M |
| Latigo Investments, LLC | 1.96% | No change | 107,467 | $3.8M |
| Kohmann Bosshard Financial Services, LLC | 0.51% | Reduce -15.6% | 106,398 | $3.8M |
| LPF Advisors LLC | 3.47% | Add +1.6% | 105,661 | $3.8M |
| Patriot Investment Management Group, Inc. | 0.27% | Add +1.0% | 98,169 | $3.5M |
| Bell Investment Advisors, Inc | 0.68% | Reduce -3.1% | 97,335 | $3.5M |
| Evergreen Capital Management LLC | 0.12% | Reduce -0.1% | 95,507 | $3.4M |
| Brooklyn FI, LLC | 1.32% | Reduce -13.9% | 94,636 | $3.4M |
| Embree Financial Group | 0.64% | Reduce -6.8% | 94,034 | $3.3M |
| Bank of America Corp. | 0.00% | Reduce -7.8% | 94,025 | $3.3M |
| Fort Vancouver Investment Management, LLC | 3.05% | — | 89,272 | $3.2M |
| FMR LLC | 0.00% | Reduce -4.1% | 87,240 | $3.1M |
| Stifel Financial Corp. | 0.00% | Add +0.6% | 86,362 | $3.1M |
| CENTRAL TRUST Co | 0.07% | Reduce -31.2% | 83,330 | $3.0M |
| Quadrant Capital Group LLC | 0.22% | Reduce -2.9% | 82,971 | $3.0M |
| Cornerstone Wealth Advisors, Inc. | 0.88% | Reduce -8.6% | 82,357 | $2.9M |
| Upper Left Wealth Management, LLC | 2.62% | Add +6.7% | 81,147 | $2.9M |
| St. Louis Trust Co | 0.43% | Add +1.6% | 79,937 | $2.8M |
| Texas Yale Capital Corp. | 0.13% | Add +2.1% | 77,045 | $2.7M |
| HBK Sorce Advisory LLC | 0.10% | Reduce -5.0% | 76,615 | $2.7M |
| Northern Trust Corp. | 0.00% | Add +1.8% | 75,058 | $2.7M |
| Focus Partners Advisor Solutions, LLC | 0.07% | Reduce -2.3% | 73,500 | $2.6M |
| Aire Advisors, LLC | 0.56% | Reduce -0.1% | 68,395 | $2.4M |
| Traveka Wealth, LLC | 1.18% | Add +26.4% | 67,982 | $2.4M |
| Elmwood Wealth Management, Inc. | 1.04% | Add +11.7% | 65,884 | $2.3M |
| Columbus Macro, LLC | 0.90% | Reduce -3.3% | 65,424 | $2.3M |
| Forvis Mazars Wealth Advisors, LLC | 0.06% | Reduce -4.5% | 65,256 | $2.3M |
| TAP Consulting, LLC | 0.49% | Add +11.6% | 64,777 | $2.3M |
| Cwm, LLC | 0.01% | Reduce -1.2% | 64,053 | $2.3M |
| Elm Partners Management LLC | 0.17% | No change | 60,668 | $2.2M |
"% 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.