Schwab Intl Small-Cap EquitySCHCETF
13F holders, Q4 2024 (December 31)423holders +29
32new positions
28sold out
1famous investor
$34.33avg. 13F price*
At the end of Q4 2024, 423 institutions reported holding Schwab Intl Small-Cap Equity (SCHC) in their 13F filings, up 29 from Q3 2024. 32 opened new positions and 28 sold out. The largest holders were PNC Financial Services Group, Inc. ($171.1M), Savant Capital, LLC ($97.9M) and BlackRock, Inc. ($66.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Schwab Intl Small-Cap Equity
- CUSIP
- 808524888
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $30.0M |
| Exits | 28 | $16.0M |
All 13F filers, Q3 2024 → Q4 2024: 3,611,561 shares bought and 2,413,165 shares sold, net +1,198,396 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 423 holders
| PNC Financial Services Group, Inc. | 0.11% | Add +5.8% | 4,982,980 | $171.1M |
| Savant Capital, LLC | 0.77% | Reduce -10.4% | 2,851,550 | $97.9M |
| BlackRock, Inc. | 0.00% | Add +84.0% | 1,930,478 | $66.3M |
| SageView Advisory Group, LLC | 2.46% | Add +32.0% | 1,664,404 | $57.1M |
| Envestnet Asset Management Inc. | 0.02% | Add +3.0% | 1,553,745 | $53.3M |
| State Street Corp. | 0.00% | Add +0.6% | 1,537,998 | $52.8M |
| McAdam, LLC | 2.64% | Add +3.0% | 1,409,450 | $48.4M |
| Creative Planning | 0.04% | Reduce -3.2% | 1,323,408 | $45.4M |
| Tiaa Trust, National Association | 0.13% | Reduce -16.2% | 1,281,974 | $44.0M |
| Corient Private Wealth LP | 0.07% | Add +1.1% | 1,234,899 | $42.4M |
| Mather Group, Llc. | 0.46% | Reduce -1.4% | 1,036,661 | $35.6M |
| Focus Partners Wealth | 0.09% | Add +8.6% | 1,015,007 | $34.8M |
| Choreo, LLC | 0.46% | Add +5.8% | 925,088 | $31.8M |
| Johnson Financial Group, LLC | 3.59% | Reduce -19.6% | 892,224 | $30.6M |
| Pure Financial Advisors, LLC | 0.48% | Add +0.5% | 618,880 | $21.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.55% | Add +5.3% | 589,540 | $20.2M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -2.7% | 569,276 | $19.5M |
| GHP Investment Advisors, Inc. | 0.76% | Add +2.4% | 474,197 | $16.3M |
| Captrust Financial Advisors | 0.04% | Reduce -3.3% | 418,055 | $14.4M |
| Jones Financial Companies LLLP | 0.01% | Add +29.1% | 413,650 | $14.2M |
| Jane Street Group, LLC | 0.02% | Add +21.0% | 394,890 | $13.6M |
| Rockbridge Investment Management, LCC | 1.73% | Reduce -26.6% | 392,994 | $13.5M |
| UBS Group AG | 0.00% | Add +0.2% | 366,910 | $12.6M |
| Vise Technologies, Inc. | 1.05% | Add +7.3% | 366,588 | $12.6M |
| JFG Wealth Management, LLC | 2.85% | Reduce -6.1% | 362,034 | $12.4M |
| Charles Schwab Trust Co | 1.02% | Add +8.4% | 345,765 | $11.9M |
| Tortoise Investment Management, LLC | 1.16% | Add +6.2% | 321,280 | $11.0M |
| White & Co Financial Planning Inc | 8.21% | — | 281,911 | $9.7M |
| Cetera Investment Advisers | 0.02% | Reduce -13.3% | 278,419 | $9.6M |
| Nicholas Hoffman & Company, LLC. | 0.36% | Add +9.7% | 262,856 | $9.0M |
| Morgan Stanley | 0.00% | Reduce -6.2% | 244,009 | $8.4M |
| Redwood Investment Management, LLC | 0.76% | No change | 227,833 | $7.8M |
| Atlas Capital Advisors Inc. | 0.97% | Reduce -4.1% | 221,758 | $7.6M |
| Royal Bank of Canada | 0.00% | Add +18.6% | 215,984 | $7.4M |
| Capital Insight Partners, LLC | 1.28% | Reduce -12.4% | 215,430 | $7.4M |
| Susquehanna International Group, LLP | 0.01% | New | 214,294 | $7.4M |
| West Paces Advisors Inc. | 1.68% | Add +0.6% | 201,044 | $6.9M |
| Rialto Wealth Management, LLC | 2.26% | — | 198,912 | $6.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +14.7% | 194,007 | $6.7M |
| Brand Asset Management Group, Inc. | 2.64% | Add +2.3% | 189,249 | $6.5M |
| Strategic Financial Planning, Inc. | 4.41% | Reduce -0.4% | 188,519 | $6.5M |
| LPL Financial LLC | 0.00% | Reduce -8.3% | 187,775 | $6.4M |
| Procyon Advisors, LLC | 0.41% | Add +16.7% | 185,036 | $6.4M |
| One Capital Management, LLC | 0.21% | Reduce -11.6% | 182,006 | $6.2M |
| Clearwater Capital Advisors, LLC | 0.61% | Add +8.8% | 180,992 | $6.2M |
| Courage Miller Partners, LLC | 2.11% | Add +0.7% | 179,851 | $6.2M |
| Main Street Financial Solutions, LLC | 0.60% | Add +9.9% | 178,087 | $6.1M |
| HighTower Advisors, LLC | 0.01% | Add +0.6% | 176,438 | $6.1M |
| Wooster Corthell Wealth Management, Inc. | 1.31% | Add +3.8% | 174,878 | $6.0M |
| Transamerica Financial Advisors, LLC | 0.59% | Reduce -1.0% | 174,299 | $6.0M |
| Stewardship Advisors, LLC | 1.63% | Add +29.0% | 171,355 | $5.9M |
| Mission Wealth Management, LP | 0.14% | Reduce -5.2% | 168,157 | $5.8M |
| Financial Consulate, Inc. | 1.51% | Add +1.3% | 165,390 | $5.7M |
| PrairieView Partners, LLC | 0.59% | Reduce -5.7% | 164,597 | $5.7M |
| Beaird Harris Wealth Management, LLC | 0.47% | Reduce -0.4% | 158,253 | $5.4M |
| Valley National Advisers Inc. | 0.97% | Add +0.3% | 157,835 | $5.4M |
| Wells Fargo & Company | 0.00% | Add +2.4% | 155,735 | $5.3M |
| Moneta Group Investment Advisors LLC | 0.07% | Reduce -0.4% | 154,249 | $5.3M |
| Perigon Wealth Management, LLC | 0.13% | Add +18.4% | 151,015 | $5.2M |
| Prime Capital Investment Advisors, LLC | 0.07% | Reduce -0.9% | 144,383 | $5.0M |
| Hancock Whitney Corp. | 0.15% | Add +1.1% | 140,044 | $4.8M |
| Wedmont Private Capital | 0.25% | Add +25.6% | 142,261 | $4.8M |
| Kathleen S. Wright Associates Inc. | 1.93% | Reduce -6.9% | 134,875 | $4.6M |
| Coldstream Capital Management Inc. | 0.10% | Add +0.2% | 134,457 | $4.6M |
| Valmark Advisers, Inc. | 0.07% | Reduce -5.0% | 133,933 | $4.6M |
| Robinswood Financial LLC | 1.64% | Add +1.1% | 126,503 | $4.3M |
| M Holdings Securities, Inc. | 0.69% | New | 124,363 | $4.3M |
| FMR LLC | 0.00% | Add +26.6% | 120,675 | $4.1M |
| Brucke Financial, Inc. | 3.52% | — | 116,076 | $4.1M |
| LPF Advisors LLC | 3.26% | Add +4.5% | 113,407 | $3.9M |
| Old Mission Capital LLC | 0.09% | Add +182.9% | 112,215 | $3.9M |
| Seven Springs Wealth Group, LLC | 1.46% | Add +0.2% | 111,628 | $3.8M |
| Econ Financial Services Corp | 2.08% | New | 105,807 | $3.6M |
| Keyvantage Wealth, LLC | 2.53% | — | 103,238 | $3.5M |
| Traveka Wealth, LLC | 1.92% | Add +24.0% | 101,449 | $3.5M |
| Bell Investment Advisors, Inc | 0.65% | Add +3.5% | 101,407 | $3.5M |
| Columbus Macro, LLC | 0.48% | Add +59.1% | 101,194 | $3.5M |
| Upper Left Wealth Management, LLC | 2.92% | Reduce -0.0% | 99,449 | $3.4M |
| Brooklyn FI, LLC | 1.13% | Add +4.5% | 98,711 | $3.4M |
| Patriot Investment Management Group, Inc. | 0.25% | Add +0.9% | 97,451 | $3.3M |
| Invesco Ltd. | 0.00% | New | 94,947 | $3.3M |
| Kohmann Bosshard Financial Services, LLC | 0.39% | Reduce -11.6% | 94,392 | $3.2M |
| Bank of America Corp. | 0.00% | Add +44.7% | 93,073 | $3.2M |
| Cerity Partners LLC | 0.01% | Reduce -7.8% | 87,403 | $3.0M |
| Fort Vancouver Investment Management, LLC | 2.48% | Reduce -0.6% | 85,101 | $2.9M |
| Cornerstone Wealth Advisors, Inc. | 0.78% | Add +3.8% | 83,199 | $2.9M |
| HBK Sorce Advisory LLC | 0.08% | Add +7.4% | 80,506 | $2.8M |
| Morton Brown Family Wealth, LLC | 0.96% | Reduce -29.9% | 80,486 | $2.8M |
| Fund Evaluation Group, LLC | 0.13% | New | 80,135 | $2.8M |
| St. Louis Trust Co | 0.39% | No change | 79,937 | $2.7M |
| Stifel Financial Corp. | 0.00% | Reduce -3.6% | 79,052 | $2.7M |
| Elmwood Wealth Management, Inc. | 1.08% | Add +5.1% | 78,197 | $2.7M |
| Embree Financial Group | 0.46% | Reduce -21.9% | 78,131 | $2.7M |
| Texas Yale Capital Corp. | 0.11% | Reduce -0.1% | 76,948 | $2.6M |
| Evergreen Capital Management LLC | 0.08% | Reduce -22.4% | 73,965 | $2.5M |
| Quadrant Capital Group LLC | 0.17% | Reduce -8.5% | 73,757 | $2.5M |
| Northern Trust Corp. | 0.00% | Reduce -0.1% | 73,596 | $2.5M |
| American Century Companies Inc. | 0.00% | Reduce -73.2% | 72,515 | $2.5M |
| Signal Tree Financial Partners LLC | 2.92% | — | 72,433 | $2.5M |
| Integrated Wealth Concepts LLC | 0.03% | Add +6.5% | 70,818 | $2.4M |
"% 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.