Schwab Intl Small-Cap EquitySCHCETF
13F holders, Q3 2024 (September 30)394holders +9
30new positions
23sold out
2famous investors
$38.53avg. 13F price*
At the end of Q3 2024, 394 institutions reported holding Schwab Intl Small-Cap Equity (SCHC) in their 13F filings, up 9 from Q2 2024. 30 opened new positions and 23 sold out. The largest holders were PNC Financial Services Group, Inc. ($181.5M), Savant Capital, LLC ($122.6M) and State Street Corp. ($58.9M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $10.4M |
| Exits | 23 | $1.4B |
All 13F filers, Q2 2024 → Q3 2024: 1,414,392 shares bought and 44,746,892 shares sold, net −43,332,500 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 394 holders
| PNC Financial Services Group, Inc. | 0.12% | Add +5.4% | 4,709,871 | $181.5M |
| Savant Capital, LLC | 1.02% | Reduce -9.0% | 3,181,896 | $122.6M |
| State Street Corp. | 0.00% | Reduce -4.8% | 1,529,155 | $58.9M |
| Tiaa Trust, National Association | 0.18% | Reduce -34.8% | 1,529,134 | $58.9M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -12.5% | 1,508,258 | $58.1M |
| McAdam, LLC | 2.96% | Reduce -11.1% | 1,367,778 | $52.7M |
| Creative Planning | 0.05% | Reduce -1.9% | 1,367,262 | $52.7M |
| SageView Advisory Group, LLC | 2.47% | Reduce -15.9% | 1,261,022 | $48.6M |
| Corient Private Wealth LP | 0.07% | Add +1.9% | 1,221,826 | $47.1M |
| Johnson Financial Group, LLC | 5.19% | Add +1.2% | 1,109,247 | $42.7M |
| Mather Group, Llc. | 0.52% | Add +0.7% | 1,051,476 | $40.5M |
| BlackRock, Inc. | 0.00% | — | 1,048,860 | $40.4M |
| Focus Partners Wealth | 0.12% | Reduce -48.5% | 934,656 | $36.0M |
| Choreo, LLC | 0.49% | Reduce -0.7% | 874,239 | $33.5M |
| Pure Financial Advisors, LLC | 0.57% | Reduce -3.5% | 616,102 | $23.7M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -1.9% | 585,226 | $22.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.61% | Add +3.0% | 559,918 | $21.6M |
| Rockbridge Investment Management, LCC | 2.67% | Reduce -28.9% | 535,704 | $20.6M |
| GHP Investment Advisors, Inc. | 0.82% | Reduce -2.2% | 462,934 | $17.8M |
| Captrust Financial Advisors | 0.05% | Add +0.7% | 432,110 | $16.6M |
| JFG Wealth Management, LLC | 4.07% | Reduce -3.7% | 385,369 | $14.8M |
| UBS Group AG | 0.00% | Add +6.2% | 366,336 | $14.1M |
| Vise Technologies, Inc. | 1.67% | Reduce -1.4% | 341,548 | $13.2M |
| Jane Street Group, LLC | 0.02% | Add +4.5% | 326,473 | $12.6M |
| Cetera Investment Advisers | 0.03% | Reduce -42.7% | 321,053 | $12.4M |
| Jones Financial Companies LLLP | 0.01% | Add +17.0% | 320,337 | $12.4M |
| Charles Schwab Trust Co | 1.06% | Add +9.0% | 318,947 | $12.3M |
| Act Wealth Management, LLC | 5.22% | Add +4.7% | 305,712 | $11.8M |
| Tortoise Investment Management, LLC | 1.22% | Add +11.1% | 302,657 | $11.7M |
| American Century Companies Inc. | 0.01% | Add +546.1% | 270,992 | $10.4M |
| Morgan Stanley | 0.00% | Reduce -15.1% | 260,099 | $10.0M |
| Capital Insight Partners, LLC | 1.66% | Add +2.9% | 246,073 | $9.5M |
| Nicholas Hoffman & Company, LLC. | 0.39% | Add +2.6% | 239,655 | $9.2M |
| Atlas Capital Advisors Inc. | 1.36% | Add +3.8% | 231,297 | $8.9M |
| Redwood Investment Management, LLC | 0.78% | Add +4.4% | 227,833 | $8.8M |
| One Capital Management, LLC | 0.25% | Reduce -6.8% | 205,838 | $7.9M |
| LPL Financial LLC | 0.00% | Reduce -19.0% | 204,682 | $7.9M |
| West Paces Advisors Inc. | 1.89% | Add +0.1% | 199,943 | $7.7M |
| Strategic Financial Planning, Inc. | 4.82% | Add +5.8% | 189,228 | $7.3M |
| Brand Asset Management Group, Inc. | 2.79% | Add +0.5% | 184,936 | $7.1M |
| Royal Bank of Canada | 0.00% | Add +3.2% | 182,076 | $7.0M |
| Courage Miller Partners, LLC | 2.31% | Add +0.1% | 178,552 | $6.9M |
| Mission Wealth Management, LP | 0.17% | Reduce -2.1% | 177,315 | $6.8M |
| Transamerica Financial Advisors, LLC | 0.66% | Reduce -0.6% | 175,999 | $6.8M |
| HighTower Advisors, LLC | 0.01% | Reduce -0.7% | 175,320 | $6.8M |
| PrairieView Partners, LLC | 0.70% | Reduce -1.6% | 174,600 | $6.7M |
| Flow Traders U.S. LLC | 0.34% | Add +34.0% | 172,460 | $6.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -4.5% | 169,177 | $6.5M |
| Wooster Corthell Wealth Management, Inc. | 1.38% | Add +1.2% | 168,424 | $6.5M |
| Clearwater Capital Advisors, LLC | 0.62% | Add +5.8% | 166,274 | $6.4M |
| Financial Consulate, Inc. | 1.67% | Add +2.3% | 163,327 | $6.3M |
| Main Street Financial Solutions, LLC | 0.57% | Add +2.7% | 162,091 | $6.2M |
| Beaird Harris Wealth Management, LLC | 0.53% | Reduce -3.7% | 158,849 | $6.1M |
| Procyon Advisors, LLC | 0.42% | Add +1.7% | 158,543 | $6.1M |
| Valley National Advisers Inc. | 1.09% | Reduce -37.2% | 157,381 | $6.1M |
| Moneta Group Investment Advisors LLC | 0.09% | Reduce -12.2% | 154,849 | $6.0M |
| Wells Fargo & Company | 0.00% | Add +7.0% | 152,035 | $5.9M |
| Prime Capital Investment Advisors, LLC | 0.08% | Reduce -0.5% | 145,736 | $5.6M |
| Kathleen S. Wright Associates Inc. | 2.30% | Add +4.9% | 144,924 | $5.6M |
| Valmark Advisers, Inc. | 0.09% | Reduce -2.9% | 141,029 | $5.4M |
| Hancock Whitney Corp. | 0.17% | Add +2.9% | 138,477 | $5.3M |
| Coldstream Capital Management Inc. | 0.11% | Reduce -0.7% | 134,214 | $5.2M |
| Stewardship Advisors, LLC | 1.44% | New | 132,848 | $5.1M |
| Perigon Wealth Management, LLC | 0.13% | Add +4.7% | 127,593 | $4.9M |
| Robinswood Financial LLC | 1.79% | Reduce -5.5% | 125,100 | $4.8M |
| Morton Brown Family Wealth, LLC | 1.57% | Reduce -60.8% | 114,831 | $4.4M |
| Seven Springs Wealth Group, LLC | 1.60% | Reduce -13.2% | 111,421 | $4.3M |
| Wedmont Private Capital | 0.24% | Add +1.5% | 113,304 | $4.3M |
| LPF Advisors LLC | 3.58% | Add +2.7% | 108,519 | $4.2M |
| Kohmann Bosshard Financial Services, LLC | 0.51% | Add +0.3% | 106,724 | $4.1M |
| Embree Financial Group | 0.69% | Add +6.4% | 100,028 | $3.9M |
| Bell Investment Advisors, Inc | 0.69% | Add +0.7% | 98,021 | $3.8M |
| Upper Left Wealth Management, LLC | 3.29% | Add +22.6% | 99,456 | $3.8M |
| Patriot Investment Management Group, Inc. | 0.27% | Reduce -1.6% | 96,603 | $3.7M |
| Evergreen Capital Management LLC | 0.12% | Reduce -0.1% | 95,377 | $3.7M |
| FMR LLC | 0.00% | Add +9.2% | 95,285 | $3.7M |
| Cerity Partners LLC | 0.01% | Add +564.6% | 94,819 | $3.7M |
| Brooklyn FI, LLC | 1.28% | Reduce -0.2% | 94,432 | $3.6M |
| Fort Vancouver Investment Management, LLC | 2.85% | Reduce -4.1% | 85,616 | $3.3M |
| Stifel Financial Corp. | 0.00% | Reduce -5.1% | 81,974 | $3.2M |
| Traveka Wealth, LLC | 1.60% | Add +20.4% | 81,831 | $3.2M |
| Quadrant Capital Group LLC | 0.22% | Reduce -2.9% | 80,570 | $3.1M |
| Cornerstone Wealth Advisors, Inc. | 0.86% | Reduce -2.7% | 80,136 | $3.1M |
| St. Louis Trust Co | 0.43% | No change | 79,937 | $3.1M |
| Texas Yale Capital Corp. | 0.13% | No change | 77,045 | $3.0M |
| HBK Sorce Advisory LLC | 0.09% | Reduce -2.2% | 74,937 | $2.9M |
| Elmwood Wealth Management, Inc. | 1.18% | Add +13.0% | 74,432 | $2.9M |
| Northern Trust Corp. | 0.00% | Reduce -1.9% | 73,646 | $2.8M |
| Focus Partners Advisor Solutions, LLC | 0.06% | Reduce -0.7% | 72,994 | $2.8M |
| Aire Advisors, LLC | 0.58% | Reduce -0.2% | 68,274 | $2.6M |
| Integrated Wealth Concepts LLC | 0.03% | Add +89.4% | 66,472 | $2.6M |
| TAP Consulting, LLC | 0.49% | Add +0.2% | 64,926 | $2.5M |
| Bank of America Corp. | 0.00% | Reduce -31.6% | 64,329 | $2.5M |
| Columbus Macro, LLC | 0.89% | Reduce -2.8% | 63,609 | $2.4M |
| Cwm, LLC | 0.01% | Reduce -1.2% | 63,302 | $2.4M |
| Forvis Mazars Wealth Advisors, LLC | 0.05% | Reduce -6.7% | 60,896 | $2.3M |
| Elm Partners Management LLC | 0.17% | No change | 60,668 | $2.3M |
| CENTRAL TRUST Co | 0.05% | Reduce -27.3% | 60,609 | $2.3M |
| Cabot Wealth Management Inc. | 0.29% | Add +0.1% | 60,397 | $2.3M |
| Shakespeare Wealth Management, LLC | 0.59% | Reduce -1.5% | 58,298 | $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.