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 |
| Cabot Wealth Management Inc. | 0.28% | Reduce -6.4% | 60,313 | $2.1M |
| Shakespeare Wealth Management, LLC | 0.61% | Reduce -8.1% | 59,199 | $2.1M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -13.8% | 57,387 | $2.0M |
| Falcon Wealth Planning | 0.26% | Reduce -9.6% | 56,464 | $2.0M |
| Choate Investment Advisors | 0.05% | No change | 56,000 | $2.0M |
| Noble Family Wealth, LLC | 0.57% | Add +0.6% | 55,402 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | Add +53.6% | 54,473 | $1.9M |
| Braun-Bostich & Associates Inc. | 1.42% | Add +70.6% | 53,705 | $1.9M |
| Abacus Planning Group, Inc. | 0.34% | Add +2.3% | 49,529 | $1.8M |
| Diversified, LLC | 0.21% | New | 49,327 | $1.8M |
| Northwest Capital Management Inc | 0.63% | Reduce -17.0% | 48,150 | $1.7M |
| Natixis Advisors, LLC | 0.00% | Add +20.6% | 48,005 | $1.7M |
| Modera Wealth Management, LLC | 0.02% | Add +11.1% | 47,487 | $1.7M |
| Christensen, King & Associates Investment Services, Inc. | 0.81% | Reduce -0.6% | 46,229 | $1.6M |
| Seneca Financial Advisors LLC | 0.85% | Reduce -1.8% | 46,178 | $1.6M |
| Mariner, LLC | 0.00% | Reduce -35.4% | 45,640 | $1.6M |
| Horan Capital Advisors, LLC. | 0.57% | Reduce -1.4% | 45,382 | $1.6M |
| US Bancorp \de | 0.00% | Reduce -2.7% | 43,680 | $1.6M |
| Integris Wealth Management, LLC | 0.44% | Reduce -0.9% | 42,427 | $1.5M |
| Buckingham Strategic Wealth, LLC | 0.02% | Reduce -2.9% | 42,315 | $1.5M |
| American Century Companies Inc. | 0.00% | Reduce -40.6% | 41,942 | $1.5M |
| Elevation Wealth Partners, LLC | 0.68% | Add +8.6% | 40,506 | $1.4M |
| Stone Summit Wealth LLC | 0.50% | Reduce -0.8% | 39,128 | $1.4M |
| Eagle Harbor Asset Management Inc. | 1.46% | Reduce -3.5% | 38,402 | $1.4M |
| Bank of Montreal | 0.00% | Add +92.6% | 37,854 | $1.4M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +2.6% | 37,330 | $1.3M |
| American Financial & Tax Strategies Inc. | 0.70% | Add +0.6% | 37,395 | $1.3M |
| Fonville Wealth Management LLC | 0.50% | Reduce -0.8% | 35,693 | $1.3M |
| Dopkins Wealth Management, LLC | 0.76% | Reduce -2.9% | 35,120 | $1.2M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -82.0% | 35,090 | $1.2M |
| Colony Family Offices, LLC | 0.40% | Add +42.2% | 34,905 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Add +4.8% | 34,953 | $1.2M |
| Wealth Architects, LLC | 0.14% | No change | 32,793 | $1.2M |
| Walkner Condon Financial Advisors LLC | 0.25% | Reduce -0.0% | 32,480 | $1.2M |
| SOL Capital Management CO | 0.14% | Reduce -2.3% | 32,123 | $1.1M |
| NorthCrest Asset Manangement, LLC | 0.04% | Add +0.1% | 31,939 | $1.1M |
| OneDigital Investment Advisors LLC | 0.01% | Add +4.6% | 31,743 | $1.1M |
| Leisure Capital Management | 0.51% | Reduce -0.6% | 30,922 | $1.1M |
| Commerce Bank | 0.01% | Reduce -2.3% | 30,858 | $1.1M |
| Foster Group, Inc. | 0.04% | Add +1.0% | 30,745 | $1.1M |
| Hexagon Capital Partners LLC | 0.24% | Add +4.9% | 30,445 | $1.1M |
| Oakwell Private Wealth Management, LLC | 0.30% | Reduce -3.4% | 30,278 | $1.1M |
| Focus Financial Network, Inc. | 0.05% | Reduce -0.5% | 28,763 | $1.1M |
| Carolina Wealth Advisors, LLC | 0.52% | Add +7.9% | 29,905 | $1.1M |
| Pension & Wealth Management Advisors, Inc. | 0.58% | Add +15.7% | 28,414 | $1.0M |
| NewEdge Advisors, LLC | 0.01% | Add +8.3% | 28,033 | $997K |
| SeaCrest Wealth Management, LLC | 0.11% | Reduce -4.3% | 27,344 | $973K |
| Passive Capital Management, LLC. | 0.36% | Reduce -2.0% | 27,104 | $964K |
| Avior Wealth Management, LLC | 0.04% | Reduce -6.3% | 26,465 | $942K |
| LTG Capital LLC | 0.83% | Add +1.7% | 25,708 | $915K |
| Fortress Wealth Management, Inc. | 0.46% | Reduce -1.6% | 25,487 | $907K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -4.1% | 25,326 | $901K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -26.2% | 25,088 | $893K |
| Bessemer Group Inc. | 0.00% | New | 24,100 | $857K |
| McLean Asset Management Corp | 0.27% | Reduce -1.8% | 22,665 | $827K |
| Richard P Slaughter Associates Inc | 0.19% | Reduce -2.8% | 22,904 | $815K |
| Moisand Fitzgerald Tamayo, LLC | 0.12% | Reduce -2.0% | 22,843 | $813K |
| Index Fund Advisors, Inc. | 0.05% | Add +0.5% | 22,676 | $807K |
| Capital Analysts, LLC | 0.04% | Reduce -1.6% | 22,562 | $803K |
| Denver PWM, LLC | 0.32% | Add +5.4% | 22,262 | $792K |
| Creekside Partners | 0.43% | — | 21,862 | $778K |
| Composition Wealth, LLC | 0.02% | Reduce -0.0% | 21,854 | $778K |
| James J. Burns & Company, LLC | 0.15% | Add +122.5% | 21,362 | $760K |
| Guardian Financial Partners, LLC | 0.49% | Add +7.9% | 20,820 | $741K |
| Mill Creek Capital Advisors, LLC | 0.02% | No change | 20,761 | $739K |
| Peak Financial Management, Inc. | 0.22% | Reduce -0.3% | 20,047 | $713K |
| 25 LLC | 0.34% | Add +193.2% | 19,920 | $709K |
| Cresset Asset Management, LLC | 0.00% | Reduce -4.1% | 19,565 | $698K |
| Aspen Investment Management Inc | 0.35% | Add +0.2% | 19,623 | $698K |
| Oarsman Capital, Inc. | 0.15% | Add +20.5% | 19,326 | $688K |
| Sterling Wealth Management, Inc. | 0.33% | No change | 19,321 | $687K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -1.5% | 18,737 | $667K |
| Sand Hill Global Advisors, LLC | 0.03% | No change | 18,062 | $643K |
| Blue Barn Wealth, LLC | 0.35% | Add +67.0% | 17,918 | $638K |
| Vawter Financial, Ltd. | 0.43% | Reduce -3.6% | 17,815 | $634K |
| Omega Financial Group, LLC | 0.26% | Add +0.3% | 17,814 | $634K |
| Fifth Third Securities, Inc. | 0.06% | Reduce -0.7% | 17,498 | $624K |
| MAI Capital Management | 0.01% | Add +2.5% | 17,496 | $623K |
| SVB Wealth LLC | 0.02% | Add +69.7% | 17,481 | $622K |
| Strategic Family Wealth Counselors, L.L.C. | 0.23% | Reduce -0.6% | 17,127 | $609K |
| Altfest L J & Co. Inc. | 0.08% | Add +3.1% | 17,075 | $608K |
| Investment Partners Asset Management, Inc. | 0.54% | Add +1.3% | 17,045 | $606K |
| ZynergyRetirementPlanningLLC | 0.46% | — | 16,883 | $601K |
| Koshinski Asset Management, Inc. | 0.06% | Reduce -35.6% | 16,554 | $597K |
| Collective Family Office LLC | 0.18% | Add +0.1% | 16,737 | $596K |
| Equitable Holdings, Inc. | 0.01% | Reduce -0.9% | 16,433 | $585K |
| Marshall Financial Group Inc. | 0.19% | Reduce -0.3% | 16,422 | $584K |
| Renaissance Technologies | 0.00% | Add +187.7% | 16,400 | $584K |
| Integrated Advisors Network LLC | 0.03% | Reduce -1.0% | 16,233 | $578K |
| Krilogy Financial LLC | 0.04% | Reduce -5.6% | 16,230 | $577K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -5.7% | 16,045 | $571K |
| Argent Trust Co | 0.02% | No change | 15,831 | $563K |
| Tempus Wealth Planning, LLC | 0.23% | Add +0.6% | 15,593 | $555K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -5.5% | 15,474 | $551K |
| Motco | 0.03% | Reduce -0.2% | 15,114 | $538K |
| Old Mission Capital LLC | 0.01% | Reduce -59.2% | 14,643 | $521K |
| Savvy Advisors, Inc. | 0.17% | New | 14,622 | $520K |
| Clearview Wealth Advisors LLC | 0.45% | New | 14,508 | $516K |
| Cerity Partners LLC | 0.00% | Add +62.8% | 14,266 | $508K |
| Dorsey & Whitney Trust CO LLC | 0.04% | Add +27.3% | 14,255 | $507K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +12.2% | 14,092 | $501K |
| Jackson Creek Investment Advisors LLC | 0.18% | New | 13,972 | $497K |
| Parkside Financial Bank & Trust | 0.08% | No change | 13,864 | $493K |
| Private Wealth Management Group, LLC | 0.21% | Reduce -1.9% | 13,311 | $474K |
| SignalPoint Asset Management, LLC | 0.12% | Add +0.1% | 13,108 | $466K |
| Hardin Capital Partners, LLC | 0.30% | — | 12,835 | $457K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -1.2% | 12,779 | $455K |
| Ifrah Financial Services, Inc. | 0.12% | Add +2.0% | 12,358 | $440K |
| Avaii Wealth Management, LLC | 0.24% | Reduce -1.8% | 12,314 | $438K |
| Essex Financial Services, Inc. | 0.03% | No change | 12,158 | $429K |
| Vista Capital Partners, Inc. | 0.05% | Add +2.0% | 11,744 | $418K |
| Sachem Hill LLC | 0.09% | Add +45.3% | 11,679 | $416K |
| Allworth Financial LP | 0.00% | Reduce -7.0% | 11,322 | $414K |
| Simon Quick Advisors, LLC | 0.03% | No change | 11,642 | $414K |
| Morris Financial Concepts, Inc. | 0.20% | Reduce -7.1% | 11,582 | $412K |
| Lantz Financial LLC | 0.13% | Reduce -1.0% | 11,498 | $409K |
| Life Planning Partners, Inc | 0.37% | Reduce -2.5% | 11,495 | $409K |
| Blue Bell Private Wealth Management, LLC | 0.08% | Reduce -0.2% | 11,307 | $402K |
| Capasso Planning Partners LLC | 0.13% | Reduce -20.6% | 11,226 | $399K |
| Annapolis Financial Services, LLC | 0.13% | No change | 11,193 | $398K |
| Summit Financial Strategies, Inc. | 0.05% | Reduce -4.7% | 11,172 | $398K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +5.0% | 10,865 | $387K |
| AE Wealth Management LLC | 0.00% | Add +39.2% | 10,808 | $385K |
| Bradley Foster & Sargent Inc. | 0.01% | New | 10,414 | $371K |
| Mutual Advisors, LLC | 0.01% | Add +0.1% | 9,792 | $357K |
| Seaside Wealth Management, Inc. | 0.14% | Reduce -0.9% | 9,728 | $346K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +15.3% | 9,720 | $346K |
| Harbour Investment Management LLC | 0.16% | Add +0.3% | 9,701 | $345K |
| MML Investors Services, LLC | 0.00% | Add +9.9% | 9,627 | $343K |
| Lido Advisors, LLC | 0.00% | Add +5.5% | 9,510 | $339K |
| Tranquility Partners, LLC | 0.13% | No change | 9,513 | $338K |
| Alpha Omega Wealth Management LLC | 0.06% | No change | 9,483 | $337K |
| Geometric Wealth Advisors | 0.07% | No change | 9,196 | $327K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | Reduce -0.2% | 9,036 | $322K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +5.1% | 8,750 | $311K |
| Earned Wealth Advisors, LLC | 0.12% | Reduce -3.6% | 8,681 | $309K |
| Busey Bank | 0.01% | Reduce -4.8% | 8,427 | $300K |
| HUB Investment Partners, LLC | 0.01% | Add +12.9% | 8,310 | $296K |
| Raymond James & Associates | 0.00% | Add +9.8% | 8,254 | $294K |
| Empower Advisory Group, LLC | 0.00% | Add +17.3% | 8,195 | $292K |
| Atria Investments, Inc | 0.00% | New | 8,148 | $290K |
| Wilson & Boucher Capital Management, LLC | 0.22% | Add +3.2% | 8,000 | $285K |
| Advisory Services Network, LLC | 0.01% | Add +3.5% | 7,947 | $283K |
| Black Diamond Financial, LLC | 0.05% | Reduce -3.1% | 7,806 | $278K |
| Merriman Wealth Management, LLC | 0.01% | Reduce -1.9% | 7,695 | $274K |
| IVC Wealth Advisors LLC | 0.15% | Reduce -1.0% | 7,662 | $273K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -21.9% | 7,743 | $255K |
| Townsquare Capital LLC | 0.00% | Reduce -13.9% | 7,000 | $249K |
| GTS Securities LLC | 0.01% | New | 6,985 | $249K |
| HHM Wealth Advisors, LLC | 0.04% | No change | 6,976 | $248K |
| Obermeyer Wealth Partners | 0.01% | No change | 6,898 | $245K |
| Maia Wealth LLC | 0.07% | — | 6,554 | $242K |
| White Lighthouse Investment Management Inc. | 0.05% | No change | 6,600 | $235K |
| Asset Dedication, LLC | 0.02% | No change | 6,554 | $233K |
| MBL Wealth, LLC | 0.03% | No change | 6,500 | $231K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -5.2% | 6,439 | $229K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -5.2% | 6,439 | $229K |
| Truist Financial Corp. | 0.00% | Reduce -1.1% | 6,295 | $224K |
| Sensible Money, LLC | 0.11% | No change | 6,071 | $216K |
| Moran Wealth Management, LLC | 0.01% | Reduce -69.2% | 5,926 | $211K |
| Garrison Asset Management, LLC | 0.11% | Reduce -2.2% | 5,862 | $209K |
| Compound Planning, Inc. | 0.02% | New | 5,809 | $207K |
| Ballentine Capital Advisors, Inc | 0.11% | Reduce -15.8% | 5,665 | $202K |
| Brandywine Oak Private Wealth LLC | 0.02% | No change | 5,623 | $200K |
| IFP Advisors, Inc | 0.01% | Add +33.3% | 5,510 | $196K |
| CIBC Private Wealth Group LLC | 0.00% | Add +32.6% | 5,115 | $185K |
| Larson Financial Group LLC | 0.01% | Add +168.5% | 5,171 | $184K |
| Operose Advisors LLC | 0.06% | No change | 4,969 | $177K |
| Aptus Capital Advisors, LLC | 0.00% | Add +36.8% | 4,905 | $175K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -65.9% | 4,844 | $172K |
| Creative Financial Designs Inc. | 0.01% | Add +5.0% | 4,539 | $161K |
| JPMorgan Chase & Co. | 0.00% | Reduce -73.4% | 4,244 | $151K |
| Richardson Capital Management LLC | 0.12% | No change | 4,212 | $150K |
| Comerica Bank | 0.00% | Reduce -29.1% | 3,873 | $138K |
| Clearstead Advisors, LLC | 0.00% | Add +0.5% | 3,716 | $132K |
| Newton One Investments LLC | 0.06% | No change | 3,656 | $130K |
| Clearstead Trust, LLC | 0.03% | No change | 3,100 | $110K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -2.3% | 2,590 | $92K |
| Duncker Streett & Co. Inc. | 0.02% | No change | 2,545 | $91K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -9.5% | 2,418 | $86K |
| Versant Capital Management, Inc | 0.02% | Add +58.8% | 2,365 | $84K |
| Raleigh Capital Management Inc. | 0.04% | Add +31.5% | 2,351 | $84K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -43.4% | 2,297 | $82K |
| Realta Investment Advisors | 0.02% | No change | 2,201 | $78K |
| CVA Family Office, LLC | 0.01% | Reduce -92.4% | 2,123 | $76K |
| Blair William & Co. | 0.00% | Add +26.5% | 2,074 | $74K |
| Front Row Advisors LLC | 0.03% | No change | 2,030 | $72K |
| Jackson Hole Capital Partners, LLC | 0.02% | No change | 2,010 | $72K |
| Access Investment Management LLC | 0.02% | No change | 2,000 | $71K |
| Parallel Advisors, LLC | 0.00% | Reduce -0.6% | 1,556 | $55K |
| Anchor Investment Management, LLC | 0.01% | Add +1.7% | 1,465 | $52K |
| Global Retirement Partners, LLC | 0.00% | Add +0.1% | 1,421 | $51K |
| Citigroup Inc. | 0.00% | Reduce -55.7% | 1,358 | $48K |
| 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 |
| Smithfield Trust Co | 0.00% | No change | 1,230 | $44K |
| SJS Investment Consulting Inc. | 0.01% | Add +2.7% | 1,208 | $43K |
| Abich Financial Wealth Management LLC | 0.03% | No change | 1,193 | $42K |
| Cardinal Strategic Wealth Guidance | 0.02% | New | 1,187 | $42K |
| Principal Securities, Inc. | 0.00% | No change | 1,156 | $41K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 1,137 | $40K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 1,122 | $40K |
| NorthRock Partners, LLC | 0.00% | Add +2552.5% | 1,061 | $38K |
| Clear Point Advisors Inc. | 0.03% | No change | 1,047 | $37K |
| Creekmur Asset Management LLC | 0.01% | Reduce -9.2% | 1,042 | $37K |
| Sandy Spring Bank | 0.00% | No change | 1,010 | $36K |
| First Community Trust NA | 0.03% | Reduce -23.1% | 1,000 | $36K |
| Maryland Capital Advisors Inc. | 0.02% | No change | 972 | $35K |
| Pacifica Partners Inc. | 0.01% | Reduce -27.1% | 900 | $33K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 834 | $29K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -8.5% | 808 | $29K |
| Howe & Rusling Inc. | 0.00% | Add +211.0% | 793 | $28K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 729 | $27K |
| Plante Moran Financial Advisors, LLC | 0.00% | Add +87.4% | 742 | $26K |
| Hollencrest Capital Management | 0.00% | New | 615 | $22K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 580 | $21K |
| Geneos Wealth Management Inc. | 0.00% | No change | 589 | $21K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -54.1% | 498 | $18K |
| SYM FINANCIAL Corp | 0.00% | New | 492 | $18K |
| Harbour Investments, Inc. | 0.00% | Reduce -14.0% | 485 | $17K |
| TFC Financial Management, Inc. | 0.00% | No change | 479 | $17K |
| M&R Capital Management Inc. | 0.00% | No change | 456 | $16K |
| Johnson Financial Group, Inc. | 0.00% | No change | 439 | $16K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Reduce -18.3% | 353 | $13K |
| AlphaCore Capital LLC | 0.00% | Reduce -71.3% | 343 | $12K |
| GW&K Investment Management, LLC | 0.00% | New | 349 | $12K |
| Iron Horse Wealth Management, LLC | 0.00% | New | 331 | $12K |
| Beacon Capital Management, LLC | 0.00% | No change | 303 | $11K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 300 | $11K |
| Flputnam Investment Management Co. | 0.00% | New | 296 | $11K |
| American Capital Advisory, LLC | 0.01% | Add +3.2% | 289 | $10K |
| Triad Wealth Partners, LLC | 0.01% | New | 280 | $10K |
| Global Financial Private Client, LLC | 0.00% | No change | 274 | $10K |
| Princeton Global Asset Management LLC | 0.00% | Add +14.4% | 246 | $9K |
| WFA of San Diego, LLC | 0.01% | — | 231 | $8K |
| SWS Partners | 0.00% | New | 229 | $8K |
| Gradient Investments LLC | 0.00% | Reduce -40.7% | 223 | $8K |
| Hamilton Point Investment Advisors, LLC | 0.00% | No change | 214 | $8K |
| Glassman Wealth Services | 0.00% | Reduce -59.5% | 204 | $7K |
| Castleview Partners, LLC | 0.00% | Reduce -56.0% | 197 | $7K |
| Fortis Group Advisors, LLC | 0.00% | No change | 185 | $7K |
| Signaturefd, LLC | 0.00% | Add +873.7% | 185 | $7K |
| Davis Capital Management | 0.01% | Reduce -4.6% | 167 | $6K |
| Ridgewood Investments LLC | 0.00% | New | 157 | $6K |
| Coppell Advisory Solutions LLC | 0.00% | — | 150 | $5K |
| Pittenger & Anderson Inc. | 0.00% | No change | 150 | $5K |
| Wagner Wealth Management, LLC | 0.00% | Add +12.6% | 134 | $5K |
| Caldwell Trust Co | 0.00% | No change | 134 | $5K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 129 | $5K |
| Guardian Wealth Management, Inc. | 0.00% | No change | 121 | $4K |
| Bogart Wealth, LLC | 0.00% | No change | 118 | $4K |
| Tucker Asset Management LLC | 0.00% | New | 115 | $4K |
| C M Bidwell & Associates Ltd. | 0.00% | Add +13.4% | 110 | $4K |
| Continuum Advisory, LLC | 0.00% | Add +53.0% | 101 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 97 | $3K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -95.7% | 94 | $3K |
| Key Financial Inc | 0.00% | No change | 87 | $3K |
| AdvisorNet Financial, Inc | 0.00% | Add +95.2% | 82 | $3K |
| Archer Investment Corp | 0.00% | No change | 77 | $3K |
| Spire Wealth Management | 0.00% | Reduce -85.1% | 76 | $3K |
| International Assets Investment Management, LLC | 0.00% | New | 71 | $3K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Reduce -80.7% | 66 | $2K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 66 | $2K |
| Element Wealth, LLC | 0.00% | No change | 62 | $2K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +785.7% | 62 | $2K |
| Private Capital Management LLC | 0.00% | No change | 49 | $2K |
| Dunhill Financial, LLC | 0.00% | No change | 47 | $2K |
| Bfsg, LLC | 0.00% | No change | 43 | $2K |
| Ancora Advisors LLC | 0.00% | New | 42 | $1K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -77.3% | 42 | $1K |
| Investors Research Corp | 0.00% | No change | 41 | $1K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 38 | $1K |
| Private Ocean, LLC | 0.00% | New | 32 | $1K |
| Rothschild Investment LLC | 0.00% | No change | 31 | $1K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 29 | $1K |
| Financial Management Professionals, Inc. | 0.00% | No change | 29 | $1K |
| Fifth Third Bancorp | 0.00% | No change | 28 | $996 |
| Assetmark, Inc. | 0.00% | New | 22 | $783 |
| Sunbelt Securities, Inc. | 0.00% | No change | 13 | $462 |
| Strategic Financial Concepts, LLC | 0.00% | New | 10,380 | $284 |
| Strategic Investment Solutions, Inc. | 0.00% | — | 5 | $186 |
| McClarren Financial Advisors, Inc. | 0.00% | Reduce -97.5% | 71 | $99 |
| NewSquare Capital LLC | 0.00% | No change | 2 | $71 |
| 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.