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 |
| Choate Investment Advisors | 0.06% | No change | 56,000 | $2.2M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -3.8% | 55,202 | $2.1M |
| Latigo Investments, LLC | 1.03% | Reduce -48.8% | 55,000 | $2.1M |
| Diversified, LLC | 0.23% | Add +11.4% | 54,933 | $2.1M |
| Diversified Enterprises, LLC | 0.23% | — | 54,933 | $2.1M |
| Noble Family Wealth, LLC | 0.55% | Reduce -3.4% | 53,514 | $2.1M |
| Mariner, LLC | 0.00% | Add +9.8% | 50,101 | $1.9M |
| Abacus Planning Group, Inc. | 0.34% | Add +0.0% | 49,536 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Reduce -10.2% | 48,900 | $1.9M |
| Braun-Bostich & Associates Inc. | 1.30% | Reduce -10.1% | 48,303 | $1.9M |
| Northwest Capital Management Inc | 0.67% | No change | 48,150 | $1.9M |
| Seneca Financial Advisors LLC | 0.90% | Add +3.5% | 47,773 | $1.8M |
| Modera Wealth Management, LLC | 0.02% | Reduce -0.9% | 47,036 | $1.8M |
| Horan Capital Advisors, LLC. | 0.58% | Add +0.1% | 45,437 | $1.8M |
| Christensen, King & Associates Investment Services, Inc. | 0.81% | Reduce -3.5% | 44,624 | $1.7M |
| Citadel Advisors | 0.00% | Reduce -86.9% | 44,453 | $1.7M |
| Colony Family Offices, LLC | 0.51% | Add +23.3% | 43,022 | $1.7M |
| US Bancorp \de | 0.00% | Reduce -4.3% | 41,800 | $1.6M |
| Integris Wealth Management, LLC | 0.45% | Reduce -1.5% | 41,792 | $1.6M |
| Stone Summit Wealth LLC | 0.52% | Add +6.5% | 41,678 | $1.6M |
| Elevation Wealth Partners, LLC | 0.68% | Add +1.4% | 41,094 | $1.6M |
| Old Mission Capital LLC | 0.03% | Add +170.9% | 39,662 | $1.5M |
| Natixis Advisors, LLC | 0.00% | Reduce -18.4% | 39,146 | $1.5M |
| Eagle Harbor Asset Management Inc. | 1.46% | Reduce -0.8% | 38,095 | $1.5M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +0.7% | 37,599 | $1.4M |
| American Financial & Tax Strategies Inc. | 0.73% | Reduce -0.4% | 37,248 | $1.4M |
| Falcon Wealth Planning | 0.16% | Reduce -36.5% | 35,854 | $1.4M |
| Fonville Wealth Management LLC | 0.47% | Reduce -1.9% | 35,027 | $1.3M |
| Foster Group, Inc. | 0.05% | Add +7.7% | 33,099 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -5.6% | 33,007 | $1.3M |
| Pension & Wealth Management Advisors, Inc. | 0.65% | Add +15.4% | 32,802 | $1.3M |
| Walkner Condon Financial Advisors LLC | 0.25% | Reduce -0.6% | 32,273 | $1.2M |
| NorthCrest Asset Manangement, LLC | 0.04% | Add +0.1% | 31,971 | $1.2M |
| SOL Capital Management CO | 0.13% | Reduce -2.5% | 31,323 | $1.2M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -1.6% | 31,247 | $1.2M |
| Focus Financial Network, Inc. | 0.05% | Add +7.6% | 30,959 | $1.2M |
| Beckerman Institutional, LLC | 1.00% | — | 30,948 | $1.2M |
| Commerce Bank | 0.01% | No change | 30,858 | $1.2M |
| Hexagon Capital Partners LLC | 0.23% | Add +1.2% | 30,811 | $1.2M |
| Wealth Architects, LLC | 0.13% | Reduce -6.7% | 30,588 | $1.2M |
| Carolina Wealth Advisors, LLC | 0.57% | Reduce -3.0% | 29,018 | $1.1M |
| Cresset Asset Management, LLC | 0.00% | Add +46.3% | 28,626 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Add +0.8% | 28,252 | $1.1M |
| SeaCrest Wealth Management, LLC | 0.11% | Add +0.1% | 27,360 | $1.1M |
| Oakwell Private Wealth Management, LLC | 0.30% | Reduce -11.3% | 26,855 | $1.0M |
| LTG Capital LLC | 0.85% | Add +3.0% | 26,489 | $1.0M |
| Passive Capital Management, LLC. | 0.36% | Reduce -2.5% | 26,441 | $1.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.1% | 26,371 | $1.0M |
| Asset Allocation Strategies LLC | 0.28% | New | 25,535 | $984K |
| IMA Advisory Services, Inc. | 0.21% | New | 24,893 | $959K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -1.1% | 24,816 | $956K |
| Fortress Wealth Management, Inc. | 0.48% | Reduce -2.7% | 24,800 | $956K |
| Leisure Capital Management | 0.40% | Reduce -20.6% | 24,556 | $946K |
| Bessemer Group Inc. | 0.00% | No change | 24,100 | $929K |
| Avior Wealth Management, LLC | 0.04% | Reduce -9.7% | 23,904 | $921K |
| McLean Asset Management Corp | 0.27% | Add +5.4% | 23,896 | $910K |
| Guardian Financial Partners, LLC | 0.55% | Add +9.9% | 22,874 | $881K |
| Capital Analysts, LLC | 0.04% | Add +1.1% | 22,809 | $879K |
| Index Fund Advisors, Inc. | 0.05% | Add +0.5% | 22,784 | $878K |
| Denver PWM, LLC | 0.33% | Add +1.1% | 22,505 | $867K |
| Moisand Fitzgerald Tamayo, LLC | 0.12% | Reduce -2.4% | 22,301 | $859K |
| Creekside Partners | 0.44% | Add +0.3% | 21,919 | $845K |
| James J. Burns & Company, LLC | 0.15% | Add +0.2% | 21,407 | $825K |
| Composition Wealth, LLC | 0.02% | Reduce -3.0% | 21,205 | $817K |
| Mill Creek Capital Advisors, LLC | 0.02% | Add +0.1% | 20,783 | $801K |
| Bank of Montreal | 0.00% | Reduce -45.2% | 20,734 | $801K |
| Marshall Financial Group Inc. | 0.24% | Add +25.6% | 20,621 | $795K |
| Tradewinds Capital Management, LLC | 0.21% | Reduce -95.8% | 20,176 | $777K |
| Oarsman Capital, Inc. | 0.14% | Add +2.2% | 19,754 | $761K |
| MAI Capital Management | 0.01% | Add +12.8% | 19,737 | $760K |
| Aspen Investment Management Inc | 0.35% | Reduce -0.2% | 19,578 | $754K |
| Peak Financial Management, Inc. | 0.22% | Reduce -4.1% | 19,233 | $741K |
| Renaissance Technologies | 0.00% | Add +15.8% | 19,000 | $732K |
| Advisory Alpha, LLC | 0.03% | Reduce -85.1% | 18,978 | $731K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +0.9% | 18,915 | $729K |
| 25 LLC | 0.31% | Reduce -7.0% | 18,526 | $714K |
| CWC Advisors, LLC. | 0.69% | — | 18,147 | $699K |
| Sand Hill Global Advisors, LLC | 0.03% | No change | 18,062 | $696K |
| Blue Barn Wealth, LLC | 0.35% | Reduce -0.2% | 17,885 | $689K |
| Vawter Financial, Ltd. | 0.42% | No change | 17,815 | $686K |
| Motco | 0.07% | Add +17.0% | 17,677 | $681K |
| ZynergyRetirementPlanningLLC | 0.47% | Add +2.9% | 17,370 | $669K |
| Investment Partners Asset Management, Inc. | 0.54% | Add +0.2% | 17,072 | $658K |
| Collective Family Office LLC | 0.18% | Add +1.3% | 16,955 | $653K |
| Sterling Wealth Management, Inc. | 0.24% | Reduce -12.3% | 16,954 | $653K |
| Strategic Family Wealth Counselors, L.L.C. | 0.22% | Reduce -2.7% | 16,659 | $642K |
| Richard P Slaughter Associates Inc | 0.15% | Reduce -27.3% | 16,648 | $641K |
| Equitable Holdings, Inc. | 0.01% | Add +1.2% | 16,628 | $641K |
| Fifth Third Securities, Inc. | 0.06% | Reduce -5.7% | 16,497 | $636K |
| Integrated Advisors Network LLC | 0.03% | Reduce -0.3% | 16,179 | $623K |
| Clearview Wealth Advisors LLC | 0.48% | Add +10.8% | 16,075 | $619K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +3.8% | 16,068 | $619K |
| Parkside Financial Bank & Trust | 0.09% | Add +15.5% | 16,010 | $617K |
| Argent Trust Co | 0.03% | No change | 15,831 | $610K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -1.5% | 15,811 | $609K |
| Jackson Creek Investment Advisors LLC | 0.18% | Add +13.0% | 15,785 | $608K |
| Omega Financial Group, LLC | 0.23% | Reduce -12.7% | 15,557 | $599K |
| Tempus Wealth Planning, LLC | 0.22% | Reduce -0.4% | 15,526 | $598K |
| Koshinski Asset Management, Inc. | 0.05% | Reduce -7.4% | 15,333 | $591K |
| McClarren Financial Advisors, Inc. | 0.07% | Add +202.8% | 215 | $563K |
| Lido Advisors, LLC | 0.00% | Add +50.3% | 14,290 | $551K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 14,255 | $549K |
| Nwam LLC | 0.03% | New | 14,196 | $547K |
| Savvy Advisors, Inc. | 0.11% | Reduce -6.9% | 13,613 | $525K |
| Private Wealth Management Group, LLC | 0.19% | Reduce -3.9% | 12,793 | $493K |
| SignalPoint Asset Management, LLC | 0.11% | Reduce -3.2% | 12,691 | $490K |
| Truist Financial Corp. | 0.00% | Add +100.8% | 12,641 | $487K |
| Ifrah Financial Services, Inc. | 0.13% | Add +0.8% | 12,453 | $480K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -12.3% | 12,355 | $476K |
| Hardin Capital Partners, LLC | 0.27% | Reduce -1.5% | 12,637 | $476K |
| Krilogy Financial LLC | 0.03% | Reduce -25.2% | 12,145 | $468K |
| Altfest L J & Co. Inc. | 0.06% | Reduce -29.7% | 12,003 | $462K |
| Lantz Financial LLC | 0.12% | Add +3.5% | 11,895 | $458K |
| Essex Financial Services, Inc. | 0.03% | No change | 12,158 | $454K |
| Pinnacle Associates Ltd. | 0.01% | Add +1.2% | 12,929 | $451K |
| Sachem Hill LLC | 0.09% | No change | 11,679 | $450K |
| Simon Quick Advisors, LLC | 0.03% | No change | 11,642 | $449K |
| Fidelis Capital Partners, LLC | 0.05% | New | 12,020 | $444K |
| Morris Financial Concepts, Inc. | 0.19% | Reduce -2.0% | 11,344 | $437K |
| Blue Bell Private Wealth Management, LLC | 0.08% | Reduce -0.1% | 11,300 | $435K |
| Capasso Planning Partners LLC | 0.13% | Add +0.1% | 11,237 | $433K |
| Allworth Financial LP | 0.00% | Reduce -0.8% | 11,229 | $433K |
| Annapolis Financial Services, LLC | 0.13% | No change | 11,193 | $431K |
| Life Planning Partners, Inc | 0.38% | Reduce -4.8% | 10,938 | $421K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +0.3% | 10,901 | $420K |
| Clearstead Advisors, LLC | 0.01% | Add +191.2% | 10,820 | $417K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +21.5% | 10,633 | $410K |
| Vista Capital Partners, Inc. | 0.05% | Reduce -11.1% | 10,440 | $402K |
| IFP Advisors, Inc | 0.01% | Add +85.9% | 10,241 | $395K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -1.9% | 10,215 | $394K |
| Summit Financial Strategies, Inc. | 0.04% | Reduce -10.6% | 9,992 | $385K |
| Harbour Investment Management LLC | 0.17% | No change | 9,701 | $374K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +1090.1% | 9,616 | $364K |
| Alpha Omega Wealth Management LLC | 0.07% | Reduce -1.0% | 9,390 | $362K |
| AE Wealth Management LLC | 0.00% | Reduce -13.9% | 9,310 | $359K |
| Mutual Advisors, LLC | 0.01% | Reduce -2.1% | 9,590 | $355K |
| Geometric Wealth Advisors | 0.07% | Add +0.1% | 9,202 | $355K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -6.6% | 9,075 | $350K |
| Atria Investments, Inc | 0.00% | Add +10.4% | 8,999 | $347K |
| JPMorgan Chase & Co. | 0.00% | Add +110.7% | 8,943 | $345K |
| MML Investors Services, LLC | 0.00% | Reduce -7.7% | 8,891 | $343K |
| Seaside Wealth Management, Inc. | 0.13% | Reduce -8.5% | 8,897 | $343K |
| Earned Wealth Advisors, LLC | 0.10% | Add +1.8% | 8,840 | $341K |
| Kathmere Capital Management, LLC | 0.03% | New | 8,808 | $339K |
| Wilson & Boucher Capital Management, LLC | 0.22% | Add +3.8% | 8,300 | $320K |
| Busey Bank | 0.01% | Reduce -1.6% | 8,293 | $320K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +27.1% | 8,181 | $315K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +27.1% | 8,181 | $315K |
| Raymond James & Associates | 0.00% | Reduce -1.9% | 8,100 | $312K |
| Merriman Wealth Management, LLC | 0.01% | Reduce -1.6% | 7,569 | $292K |
| Empower Advisory Group, LLC | 0.00% | Reduce -8.8% | 7,470 | $288K |
| Tranquility Partners, LLC | 0.10% | Reduce -22.6% | 7,363 | $284K |
| Advisory Services Network, LLC | 0.01% | No change | 7,947 | $283K |
| Lifeworks Advisors, LLC | 0.05% | New | 7,088 | $273K |
| EP Wealth Advisors, LLC | 0.00% | New | 7,058 | $272K |
| Townsquare Capital LLC | 0.00% | Add +0.1% | 7,004 | $270K |
| HHM Wealth Advisors, LLC | 0.04% | No change | 6,976 | $269K |
| Obermeyer Wealth Partners | 0.01% | No change | 6,898 | $266K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -11.7% | 6,841 | $264K |
| Sax Wealth Advisors, LLC | 0.02% | New | 6,800 | $262K |
| IVC Wealth Advisors LLC | 0.14% | Reduce -12.7% | 6,686 | $258K |
| White Lighthouse Investment Management Inc. | 0.05% | Add +0.3% | 6,620 | $255K |
| MBL Wealth, LLC | 0.03% | No change | 6,500 | $250K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | Reduce -29.2% | 6,400 | $247K |
| Black Diamond Financial, LLC | 0.04% | Reduce -19.1% | 6,316 | $243K |
| Vishria Bird Financial Group, LLC | 0.09% | New | 6,302 | $243K |
| International Private Wealth Advisors LLC | 0.35% | New | 6,262 | $241K |
| Garrison Asset Management, LLC | 0.12% | Add +1.7% | 5,963 | $230K |
| HUB Investment Partners, LLC | 0.01% | Reduce -28.9% | 5,907 | $228K |
| Asset Dedication, LLC | 0.01% | Reduce -12.0% | 5,769 | $222K |
| Brandywine Oak Private Wealth LLC | 0.02% | No change | 5,623 | $217K |
| Compound Planning, Inc. | 0.01% | Reduce -3.7% | 5,593 | $215K |
| Avidian Wealth Enterprises, LLC | 0.01% | New | 5,381 | $207K |
| Sensible Money, LLC | 0.09% | Reduce -12.0% | 5,343 | $206K |
| Maia Wealth LLC | 0.05% | Reduce -15.3% | 5,550 | $206K |
| Accredited Investors Inc. | 0.01% | New | 5,299 | $204K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.1% | 5,110 | $197K |
| Aptus Capital Advisors, LLC | 0.00% | Add +1.7% | 4,988 | $192K |
| Operose Advisors LLC | 0.06% | Add +0.3% | 4,984 | $192K |
| Creative Financial Designs Inc. | 0.02% | Add +5.3% | 4,779 | $184K |
| Larson Financial Group LLC | 0.01% | Reduce -8.3% | 4,740 | $183K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +83.6% | 4,439 | $171K |
| Richardson Capital Management LLC | 0.11% | Add +0.3% | 4,225 | $163K |
| CoreCap Advisors, LLC | 0.01% | New | 4,194 | $162K |
| Comerica Bank | 0.00% | Reduce -0.5% | 3,854 | $148K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -32.6% | 3,265 | $126K |
| Clearstead Trust, LLC | 0.03% | No change | 3,100 | $119K |
| Qube Research & Technologies Ltd | 0.00% | Add +3103.2% | 3,011 | $116K |
| Balentine LLC | 0.00% | New | 2,655 | $102K |
| Raleigh Capital Management Inc. | 0.04% | Add +11.5% | 2,621 | $101K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,590 | $100K |
| Duncker Streett & Co. Inc. | 0.02% | Add +0.2% | 2,549 | $98K |
| Versant Capital Management, Inc | 0.02% | Add +0.1% | 2,368 | $91K |
| American Capital Advisory, LLC | 0.05% | Add +683.4% | 2,264 | $87K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -8.5% | 2,102 | $81K |
| Blair William & Co. | 0.00% | Reduce -2.2% | 2,028 | $78K |
| CVA Family Office, LLC | 0.01% | Reduce -4.5% | 2,028 | $78K |
| Jackson Hole Capital Partners, LLC | 0.02% | No change | 2,010 | $77K |
| Access Investment Management LLC | 0.02% | No change | 2,000 | $77K |
| Front Row Advisors LLC | 0.03% | Reduce -2.8% | 1,974 | $76K |
| Parallel Advisors, LLC | 0.00% | Add +8.2% | 1,684 | $65K |
| Anchor Investment Management, LLC | 0.01% | No change | 1,465 | $56K |
| Abound Wealth Management | 0.02% | Add +1.9% | 1,367 | $53K |
| Clear Investment Research, LLC | 0.07% | No change | 1,348 | $52K |
| JFS Wealth Advisors, LLC | 0.00% | Add +15.6% | 1,314 | $51K |
| Smithfield Trust Co | 0.00% | No change | 1,230 | $47K |
| SJS Investment Consulting Inc. | 0.01% | Reduce -2.6% | 1,176 | $45K |
| Principal Securities, Inc. | 0.00% | No change | 1,156 | $45K |
| Geneos Wealth Management Inc. | 0.00% | Add +94.6% | 1,146 | $44K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 1,122 | $43K |
| Sandy Spring Bank | 0.00% | Add +6.2% | 1,073 | $41K |
| NorthRock Partners, LLC | 0.00% | No change | 1,061 | $41K |
| Clear Point Advisors Inc. | 0.03% | Add +0.1% | 1,048 | $40K |
| Creekmur Asset Management LLC | 0.01% | Add +0.3% | 1,045 | $40K |
| First Community Trust NA | 0.03% | No change | 1,000 | $39K |
| Maryland Capital Advisors Inc. | 0.02% | No change | 972 | $37K |
| MCF Advisors LLC | 0.00% | Reduce -30.3% | 920 | $35K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Add +0.1% | 835 | $32K |
| FAS Wealth Partners, Inc. | 0.00% | Add +1130.3% | 812 | $31K |
| Pacifica Partners Inc. | 0.01% | Reduce -11.1% | 800 | $31K |
| Johnson Financial Group, Inc. | 0.00% | Add +79.7% | 789 | $30K |
| Citigroup Inc. | 0.00% | Reduce -42.5% | 781 | $30K |
| Harbour Investments, Inc. | 0.00% | Add +57.1% | 762 | $29K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 742 | $29K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 729 | $28K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +1.9% | 591 | $22K |
| Cape Investment Advisory, Inc. | 0.01% | Add +0.2% | 499 | $19K |
| SYM FINANCIAL Corp | 0.00% | No change | 492 | $19K |
| TFC Financial Management, Inc. | 0.00% | No change | 479 | $18K |
| Signaturefd, LLC | 0.00% | Add +148.1% | 459 | $18K |
| M&R Capital Management Inc. | 0.00% | Add +0.2% | 457 | $18K |
| Global Retirement Partners, LLC | 0.00% | Reduce -74.7% | 360 | $14K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 353 | $14K |
| GW&K Investment Management, LLC | 0.00% | No change | 349 | $13K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 331 | $13K |
| AlphaCore Capital LLC | 0.00% | Reduce -5.5% | 324 | $12K |
| Whittier Trust Co. | 0.00% | New | 318 | $12K |
| Howe & Rusling Inc. | 0.00% | Reduce -60.0% | 317 | $12K |
| Beacon Capital Management, LLC | 0.00% | No change | 303 | $12K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 300 | $12K |
| Global Financial Private Client, LLC | 0.00% | No change | 274 | $11K |
| JDM Financial Group LLC | 0.01% | New | 252 | $10K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 236 | $9K |
| Princeton Global Asset Management LLC | 0.00% | Reduce -12.2% | 216 | $8K |
| Hamilton Point Investment Advisors, LLC | 0.00% | No change | 214 | $8K |
| Glassman Wealth Services | 0.00% | No change | 204 | $8K |
| GeoWealth Management, LLC | 0.00% | New | 204 | $8K |
| Fortis Group Advisors, LLC | 0.00% | No change | 185 | $7K |
| Tucker Asset Management LLC | 0.00% | Add +60.0% | 184 | $7K |
| Spire Wealth Management | 0.00% | Add +142.1% | 184 | $7K |
| Grey Ledge Advisors, LLC | 0.00% | New | 182 | $7K |
| TruNorth Capital Management, LLC | 0.00% | New | 165 | $6K |
| Rice Partnership, LLC | 0.00% | New | 164 | $6K |
| Ridgewood Investments LLC | 0.00% | No change | 157 | $6K |
| Wagner Wealth Management, LLC | 0.00% | Add +14.9% | 154 | $6K |
| Pittenger & Anderson Inc. | 0.00% | No change | 150 | $6K |
| Caldwell Trust Co | 0.00% | No change | 134 | $5K |
| Guardian Wealth Management, Inc. | 0.00% | No change | 121 | $5K |
| Private Capital Management LLC | 0.00% | Add +142.9% | 119 | $5K |
| Davis Capital Management | 0.00% | Reduce -29.9% | 117 | $5K |
| C M Bidwell & Associates Ltd. | 0.00% | Add +5.5% | 116 | $4K |
| Lanark Financial, Inc. | 0.00% | New | 122 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 97 | $4K |
| City State Bank | 0.00% | New | 87 | $3K |
| Key Financial Inc | 0.00% | No change | 87 | $3K |
| Archer Investment Corp | 0.00% | No change | 77 | $3K |
| Bogart Wealth, LLC | 0.00% | Reduce -39.8% | 71 | $3K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 66 | $3K |
| WFA of San Diego, LLC | 0.00% | Reduce -71.9% | 65 | $3K |
| Element Wealth, LLC | 0.00% | No change | 62 | $2K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 62 | $2K |
| Continuum Advisory, LLC | 0.00% | Reduce -34.6% | 66 | $2K |
| FSA Wealth Management LLC | 0.00% | — | 61 | $2K |
| Truvestments Capital LLC | 0.00% | New | 47 | $2K |
| Bfsg, LLC | 0.00% | No change | 43 | $2K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -48.8% | 42 | $2K |
| Ancora Advisors LLC | 0.00% | No change | 42 | $2K |
| Investors Research Corp | 0.00% | No change | 41 | $2K |
| Planned Solutions, Inc. | 0.00% | New | 39 | $2K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 38 | $1K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +20.7% | 35 | $1K |
| Rothschild Investment LLC | 0.00% | No change | 31 | $1K |
| Northwest Investment Counselors, LLC | 0.00% | New | 29 | $1K |
| Fifth Third Bancorp | 0.00% | No change | 28 | $1K |
| Financial Management Professionals, Inc. | 0.00% | No change | 29 | $1K |
| Founders Financial Alliance, LLC | 0.00% | New | 25 | $963 |
| Coppell Advisory Solutions LLC | 0.00% | Reduce -86.7% | 20 | $772 |
| Blue Trust, Inc. | 0.00% | New | 16 | $569 |
| Sunbelt Securities, Inc. | 0.00% | No change | 13 | $502 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 10 | $385 |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 5 | $193 |
| Assetmark, Inc. | 0.00% | Reduce -81.8% | 4 | $154 |
| NewSquare Capital LLC | 0.00% | No change | 2 | $77 |
| Salomon & Ludwin, LLC | 0.00% | No change | 1 | $39 |
"% 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.