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 |
| Focus Partners Advisor Solutions, LLC | 0.04% | Reduce -7.2% | 67,755 | $2.3M |
| TAP Consulting, LLC | 0.47% | Add +3.9% | 67,441 | $2.3M |
| Aire Advisors, LLC | 0.47% | Reduce -2.5% | 66,561 | $2.3M |
| Raymond James Financial Inc. | 0.00% | — | 65,223 | $2.2M |
| Grove Street Fiduciary, LLC | 1.16% | — | 64,155 | $2.2M |
| Manske Wealth Management | 0.85% | — | 62,023 | $2.1M |
| Cwm, LLC | 0.01% | Reduce -3.4% | 61,152 | $2.1M |
| Elm Partners Management LLC | 0.14% | Add +0.5% | 60,945 | $2.1M |
| Shakespeare Wealth Management, LLC | 0.56% | Add +3.7% | 60,470 | $2.1M |
| Modera Wealth Management, LLC | 0.02% | Add +24.3% | 58,451 | $2.0M |
| Asset Allocation Strategies LLC | 0.47% | Add +111.0% | 53,885 | $1.9M |
| Mariner, LLC | 0.00% | Add +12.3% | 56,238 | $1.9M |
| DHK Financial Advisors, Inc. | 1.17% | New | 56,000 | $1.9M |
| Abacus Planning Group, Inc. | 0.33% | Add +11.0% | 54,988 | $1.9M |
| CENTRAL TRUST Co | 0.04% | Reduce -11.9% | 53,384 | $1.8M |
| Seneca Financial Advisors LLC | 0.91% | Add +11.6% | 53,329 | $1.8M |
| Noble Family Wealth, LLC | 0.50% | Reduce -0.2% | 53,424 | $1.8M |
| Colony Family Offices, LLC | 0.52% | Add +11.0% | 47,750 | $1.6M |
| Forvis Mazars Wealth Advisors, LLC | 0.04% | Reduce -22.1% | 47,470 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.3% | 47,304 | $1.6M |
| Northwest Capital Management Inc | 0.66% | Reduce -6.2% | 45,176 | $1.6M |
| Braun-Bostich & Associates Inc. | 1.10% | Reduce -8.3% | 44,291 | $1.5M |
| Christensen, King & Associates Investment Services, Inc. | 0.71% | Reduce -1.2% | 44,084 | $1.5M |
| Horan Capital Advisors, LLC. | 0.50% | Reduce -5.4% | 43,002 | $1.5M |
| BCS Wealth Management | 0.36% | New | 42,474 | $1.5M |
| Elevation Wealth Partners, LLC | 0.62% | Add +3.3% | 42,463 | $1.5M |
| Stone Summit Wealth LLC | 0.49% | Add +1.9% | 42,449 | $1.5M |
| Integris Wealth Management, LLC | 0.40% | Reduce -0.0% | 41,787 | $1.4M |
| Natixis Advisors, LLC | 0.00% | Add +6.0% | 41,475 | $1.4M |
| US Bancorp \de | 0.00% | Reduce -2.6% | 40,729 | $1.4M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +5.3% | 39,573 | $1.4M |
| American Financial & Tax Strategies Inc. | 0.70% | Add +5.8% | 39,411 | $1.4M |
| Citadel Advisors | 0.00% | Reduce -15.2% | 37,711 | $1.3M |
| Dopkins Wealth Management, LLC | 0.64% | New | 36,875 | $1.3M |
| Fonville Wealth Management LLC | 0.42% | Add +5.1% | 36,826 | $1.3M |
| Pension & Wealth Management Advisors, Inc. | 0.49% | Add +9.5% | 35,930 | $1.2M |
| Eagle Harbor Asset Management Inc. | 1.19% | Reduce -9.4% | 34,496 | $1.2M |
| Walkner Condon Financial Advisors LLC | 0.24% | Add +5.0% | 33,882 | $1.2M |
| Beckerman Institutional, LLC | 0.93% | Add +9.0% | 33,728 | $1.2M |
| Falcon Wealth Planning | 0.13% | Reduce -6.8% | 33,422 | $1.1M |
| Hexagon Capital Partners LLC | 0.21% | Add +7.2% | 33,020 | $1.1M |
| Diversified Enterprises, LLC | 0.11% | Reduce -40.0% | 32,967 | $1.1M |
| Act Wealth Management, LLC | 0.53% | Reduce -89.3% | 32,804 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -2.8% | 32,080 | $1.1M |
| NorthCrest Asset Manangement, LLC | 0.03% | No change | 31,971 | $1.1M |
| Foster Group, Inc. | 0.04% | Reduce -5.0% | 31,435 | $1.1M |
| Commerce Bank | 0.01% | No change | 30,858 | $1.1M |
| Tradewinds Capital Management, LLC | 0.28% | Add +52.7% | 30,800 | $1.1M |
| Wealth Architects, LLC | 0.12% | Reduce -0.1% | 30,542 | $1.0M |
| Focus Financial Network, Inc. | 0.04% | Reduce -2.1% | 30,321 | $1.0M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -9.6% | 28,251 | $970K |
| SeaCrest Wealth Management, LLC | 0.10% | Add +1.9% | 27,884 | $957K |
| Carolina Wealth Advisors, LLC | 0.51% | Reduce -4.1% | 27,830 | $955K |
| NewEdge Advisors, LLC | 0.01% | Reduce -1.7% | 27,771 | $953K |
| Passive Capital Management, LLC. | 0.34% | Add +4.9% | 27,733 | $952K |
| SOL Capital Management CO | 0.11% | Reduce -11.8% | 27,630 | $949K |
| Strategic Family Wealth Counselors, L.L.C. | 0.31% | Add +65.8% | 27,625 | $948K |
| Guardian Financial Partners, LLC | 0.56% | Add +20.7% | 27,601 | $948K |
| Oakwell Private Wealth Management, LLC | 0.26% | Reduce -0.5% | 26,718 | $917K |
| LTG Capital LLC | 0.77% | Add +0.8% | 26,704 | $917K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.0% | 26,382 | $906K |
| IMA Advisory Services, Inc. | 0.11% | Add +4.2% | 25,930 | $890K |
| Cabot Wealth Management Inc. | 0.11% | Reduce -57.1% | 25,921 | $890K |
| Strive Asset Management, LLC | 0.67% | — | 25,895 | $889K |
| Bessemer Group Inc. | 0.00% | Add +7.0% | 25,777 | $885K |
| Avestar Capital, LLC | 0.08% | New | 25,607 | $879K |
| Oarsman Capital, Inc. | 0.15% | Add +26.0% | 24,883 | $854K |
| Leisure Capital Management | 0.33% | Reduce -0.4% | 24,466 | $840K |
| MAI Capital Management | 0.01% | Add +23.9% | 24,446 | $839K |
| McLean Asset Management Corp | 0.25% | Add +1.4% | 24,218 | $831K |
| OneAscent Financial Services LLC | 0.07% | New | 23,636 | $811K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -5.3% | 23,493 | $807K |
| Capital Analysts, LLC | 0.03% | Add +2.6% | 23,411 | $803K |
| Fortress Wealth Management, Inc. | 0.39% | Reduce -6.6% | 23,169 | $795K |
| Index Fund Advisors, Inc. | 0.04% | Add +0.5% | 22,907 | $786K |
| Creekside Partners | 0.40% | Add +2.1% | 22,388 | $769K |
| James J. Burns & Company, LLC | 0.13% | Add +3.1% | 22,077 | $758K |
| Envision Financial LLC | 0.60% | — | 21,878 | $751K |
| Moisand Fitzgerald Tamayo, LLC | 0.11% | Reduce -2.8% | 21,678 | $744K |
| Bank of Montreal | 0.00% | Add +3.0% | 21,366 | $733K |
| Marshall Financial Group Inc. | 0.22% | Add +3.4% | 21,314 | $732K |
| Mill Creek Capital Advisors, LLC | 0.02% | No change | 20,783 | $713K |
| Avior Wealth Management, LLC | 0.03% | Reduce -14.9% | 20,342 | $698K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +5.7% | 19,987 | $686K |
| Aspen Investment Management Inc | 0.32% | Add +1.0% | 19,778 | $679K |
| ZynergyRetirementPlanningLLC | 0.47% | No change | 17,370 | $669K |
| Cresset Asset Management, LLC | 0.00% | Reduce -32.4% | 19,342 | $664K |
| Yoffe Investment Management, LLC | 0.99% | — | 19,330 | $664K |
| Murphy & Mullick Capital Management Corp | 0.61% | — | 19,280 | $662K |
| Peak Financial Management, Inc. | 0.20% | Reduce -0.1% | 19,218 | $660K |
| Alliancebernstein L.P. | 0.00% | New | 18,861 | $647K |
| SVB Wealth LLC | 0.01% | New | 18,784 | $645K |
| Vawter Financial, Ltd. | 0.38% | Add +4.6% | 18,635 | $640K |
| Clearstead Advisors, LLC | 0.01% | Add +71.8% | 18,590 | $638K |
| CWC Advisors, LLC. | 0.63% | Add +1.1% | 18,343 | $630K |
| Blue Barn Wealth, LLC | 0.33% | Add +2.1% | 18,269 | $627K |
| Sand Hill Global Advisors, LLC | 0.03% | No change | 18,062 | $620K |
| Investment Partners Asset Management, Inc. | 0.48% | Add +3.8% | 17,722 | $608K |
| 25 LLC | 0.25% | Reduce -7.6% | 17,124 | $588K |
| Fifth Third Securities, Inc. | 0.05% | Add +3.5% | 17,069 | $586K |
| Sterling Wealth Management, Inc. | 0.21% | Add +0.0% | 16,960 | $582K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +5.1% | 16,882 | $580K |
| Clearview Wealth Advisors LLC | 0.44% | Add +4.4% | 16,787 | $576K |
| Advisory Alpha, LLC | 0.02% | Reduce -12.0% | 16,695 | $573K |
| Motco | 0.06% | Reduce -5.8% | 16,654 | $572K |
| Compass Investment Advisers LLC | 1.66% | — | 16,636 | $571K |
| Truist Financial Corp. | 0.00% | Add +29.4% | 16,357 | $562K |
| Composition Wealth, LLC | 0.01% | Reduce -23.0% | 16,320 | $560K |
| Jackson Creek Investment Advisors LLC | 0.17% | Add +2.8% | 16,220 | $557K |
| Integrated Advisors Network LLC | 0.03% | Reduce -0.2% | 16,148 | $554K |
| Parkside Financial Bank & Trust | 0.07% | Add +0.8% | 16,140 | $554K |
| Tempus Wealth Planning, LLC | 0.17% | Add +3.9% | 16,138 | $554K |
| Argent Trust Co | 0.02% | No change | 15,831 | $543K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.0% | 15,817 | $543K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +73.7% | 15,767 | $541K |
| Omega Financial Group, LLC | 0.20% | Add +1.2% | 15,741 | $540K |
| Factor Wealth Management LTD | 0.18% | — | 15,690 | $539K |
| Richard P Slaughter Associates Inc | 0.12% | Reduce -7.2% | 15,450 | $530K |
| Nwam LLC | 0.03% | Add +8.7% | 15,434 | $530K |
| Equitable Holdings, Inc. | 0.01% | Reduce -7.2% | 15,430 | $530K |
| Collective Family Office LLC | 0.14% | Reduce -9.8% | 15,300 | $525K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +39.9% | 15,245 | $523K |
| Savvy Advisors, Inc. | 0.06% | Add +10.3% | 15,009 | $515K |
| Koshinski Asset Management, Inc. | 0.04% | Reduce -8.9% | 13,962 | $479K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +25.8% | 13,377 | $459K |
| Lido Advisors, LLC | 0.00% | Reduce -8.0% | 13,150 | $451K |
| Single Point Partners, LLC | 0.10% | New | 13,045 | $448K |
| Altfest L J & Co. Inc. | 0.06% | Add +8.0% | 12,966 | $445K |
| Private Wealth Management Group, LLC | 0.17% | No change | 12,793 | $439K |
| Hardin Capital Partners, LLC | 0.26% | Add +0.2% | 12,661 | $435K |
| K2 Financial Inc. | 0.42% | — | 12,553 | $421K |
| Essex Financial Services, Inc. | 0.03% | No change | 12,158 | $417K |
| Krilogy Financial LLC | 0.03% | Reduce -1.7% | 11,939 | $410K |
| Sachem Hill LLC | 0.08% | No change | 11,679 | $401K |
| Simon Quick Advisors, LLC | 0.02% | No change | 11,642 | $400K |
| Lantz Financial LLC | 0.11% | Reduce -3.1% | 11,528 | $396K |
| Allworth Financial LP | 0.00% | Add +0.2% | 11,248 | $394K |
| Fidelis Capital Partners, LLC | 0.04% | Reduce -6.2% | 11,274 | $393K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Reduce -20.1% | 11,383 | $391K |
| Ifrah Financial Services, Inc. | 0.11% | Reduce -8.9% | 11,346 | $390K |
| Blue Bell Private Wealth Management, LLC | 0.07% | Reduce -0.5% | 11,249 | $386K |
| Morris Financial Concepts, Inc. | 0.17% | Reduce -0.9% | 11,247 | $386K |
| SignalPoint Asset Management, LLC | 0.09% | Reduce -12.6% | 11,093 | $381K |
| May Hill Capital, LLC | 0.15% | — | 11,076 | $380K |
| IFP Advisors, Inc | 0.01% | Add +7.7% | 11,026 | $379K |
| Life Planning Partners, Inc | 0.35% | No change | 10,938 | $376K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +29.2% | 10,569 | $363K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +29.2% | 10,569 | $363K |
| Summit Financial Strategies, Inc. | 0.04% | Add +2.8% | 10,276 | $353K |
| Atria Investments, Inc | 0.00% | Add +11.6% | 10,045 | $345K |
| Earned Wealth Advisors, LLC | 0.11% | Add +11.0% | 9,811 | $337K |
| Harbour Investment Management LLC | 0.15% | No change | 9,701 | $333K |
| Geometric Wealth Advisors | 0.06% | Add +5.0% | 9,666 | $332K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 9,616 | $330K |
| Mutual Advisors, LLC | 0.01% | Add +0.0% | 9,594 | $329K |
| MML Investors Services, LLC | 0.00% | Add +7.6% | 9,568 | $328K |
| Vista Capital Partners, Inc. | 0.04% | Reduce -11.8% | 9,205 | $316K |
| JPMorgan Chase & Co. | 0.00% | Add +2.9% | 9,203 | $316K |
| Kathmere Capital Management, LLC | 0.03% | No change | 8,808 | $302K |
| IVC Wealth Advisors LLC | 0.17% | Add +30.8% | 8,748 | $300K |
| AE Wealth Management LLC | 0.00% | Reduce -7.0% | 8,657 | $297K |
| Seaside Wealth Management, Inc. | 0.11% | Reduce -4.2% | 8,527 | $293K |
| Advisory Services Network, LLC | 0.01% | Add +5.2% | 8,359 | $287K |
| Empower Advisory Group, LLC | 0.00% | Add +11.3% | 8,311 | $285K |
| Lifeworks Advisors, LLC | 0.05% | Add +17.1% | 8,301 | $285K |
| Busey Bank | 0.01% | No change | 8,293 | $285K |
| Janney Capital Management LLC | 0.02% | New | 8,284 | $284K |
| International Private Wealth Advisors LLC | 0.26% | Add +23.8% | 7,752 | $266K |
| Merriman Wealth Management, LLC | 0.01% | Add +1.9% | 7,713 | $265K |
| Alpha Omega Wealth Management LLC | 0.05% | Reduce -18.2% | 7,679 | $264K |
| Tranquility Partners, LLC | 0.10% | Add +2.6% | 7,552 | $259K |
| Aspiring Ventures, LLC | 0.16% | — | 7,432 | $256K |
| Uptown Financial Advisors LLC | 0.27% | — | 7,356 | $253K |
| Parkshore Wealth Management, Inc. | 0.14% | — | 6,978 | $240K |
| HHM Wealth Advisors, LLC | 0.03% | No change | 6,976 | $239K |
| Obermeyer Wealth Partners | 0.01% | No change | 6,898 | $237K |
| White Lighthouse Investment Management Inc. | 0.04% | Add +3.4% | 6,842 | $235K |
| Sax Wealth Advisors, LLC | 0.02% | No change | 6,800 | $233K |
| Bradley Foster & Sargent Inc. | 0.00% | Reduce -33.9% | 6,756 | $232K |
| Townsquare Capital LLC | 0.00% | Reduce -6.4% | 6,556 | $225K |
| MBL Wealth, LLC | 0.02% | No change | 6,500 | $223K |
| Compound Planning, Inc. | 0.01% | Add +15.7% | 6,470 | $222K |
| Broadway Wealth Solutions, Inc. | 0.17% | — | 6,449 | $221K |
| HUB Investment Partners, LLC | 0.01% | Add +8.3% | 6,399 | $220K |
| Comprehensive Money Management Services LLC | 0.18% | — | 6,390 | $219K |
| CoreCap Advisors, LLC | 0.01% | Add +50.1% | 6,296 | $216K |
| Black Diamond Financial, LLC | 0.03% | Reduce -0.9% | 6,256 | $215K |
| Payne Capital Management, LLC | 0.09% | — | 6,146 | $211K |
| Larson Financial Group LLC | 0.01% | Add +24.3% | 5,892 | $202K |
| Asset Dedication, LLC | 0.02% | Reduce -0.9% | 5,715 | $196K |
| Aptus Capital Advisors, LLC | 0.00% | Add +8.5% | 5,411 | $186K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -29.1% | 5,003 | $172K |
| Operose Advisors LLC | 0.06% | Reduce -2.6% | 4,853 | $167K |
| Citigroup Inc. | 0.00% | Add +514.3% | 4,798 | $165K |
| Creative Financial Designs Inc. | 0.01% | Reduce -3.5% | 4,612 | $158K |
| Richardson Capital Management LLC | 0.10% | Add +3.4% | 4,367 | $150K |
| Comerica Bank | 0.00% | Reduce -0.3% | 3,844 | $132K |
| Newton One Investments LLC | 0.05% | New | 3,790 | $130K |
| Denver PWM, LLC | 0.05% | Reduce -84.6% | 3,473 | $119K |
| Raleigh Capital Management Inc. | 0.04% | Add +23.2% | 3,228 | $111K |
| Pinney & Scofield, Inc. | 0.08% | — | 3,224 | $111K |
| Clearstead Trust, LLC | 0.02% | No change | 3,100 | $106K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -9.8% | 2,946 | $101K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -39.9% | 2,667 | $92K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -48.4% | 2,638 | $90K |
| Duncker Streett & Co. Inc. | 0.02% | Add +1.7% | 2,593 | $89K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,590 | $89K |
| Bellwether Advisors, LLC | 0.02% | New | 2,515 | $86K |
| Versant Capital Management, Inc | 0.02% | Add +1.3% | 2,399 | $82K |
| American Capital Advisory, LLC | 0.04% | Add +4.1% | 2,356 | $81K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -0.1% | 2,101 | $72K |
| Blair William & Co. | 0.00% | Add +1.2% | 2,052 | $70K |
| CVA Family Office, LLC | 0.01% | Add +0.2% | 2,032 | $70K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 2,010 | $69K |
| Access Investment Management LLC | 0.02% | No change | 2,000 | $69K |
| Front Row Advisors LLC | 0.02% | Add +0.2% | 1,978 | $68K |
| GW&K Investment Management, LLC | 0.00% | Add +394.6% | 1,726 | $59K |
| Anchor Investment Management, LLC | 0.00% | No change | 1,465 | $50K |
| Principal Securities, Inc. | 0.00% | Add +17.2% | 1,355 | $47K |
| JFS Wealth Advisors, LLC | 0.00% | Add +2.9% | 1,352 | $46K |
| Clear Investment Research, LLC | 0.06% | No change | 1,348 | $46K |
| Abound Wealth Management | 0.01% | Reduce -1.6% | 1,345 | $46K |
| Smithfield Trust Co | 0.00% | No change | 1,230 | $42K |
| SJS Investment Consulting Inc. | 0.01% | No change | 1,176 | $40K |
| Parallel Advisors, LLC | 0.00% | Reduce -31.6% | 1,152 | $40K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 1,122 | $39K |
| NorthRock Partners, LLC | 0.00% | Add +5.1% | 1,115 | $38K |
| Creekmur Asset Management LLC | 0.01% | Add +3.4% | 1,080 | $37K |
| Sandy Spring Bank | 0.00% | Reduce -5.9% | 1,010 | $35K |
| First Community Trust NA | 0.02% | No change | 1,000 | $34K |
| Maryland Capital Advisors Inc. | 0.02% | No change | 972 | $33K |
| MCF Advisors LLC | 0.00% | No change | 920 | $32K |
| Windsor Advisory Group, LLC | 0.04% | New | 905 | $31K |
| Pacifica Partners Inc. | 0.01% | No change | 800 | $27K |
| Greenline Partners, LLC | 0.00% | New | 702 | $24K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -19.1% | 638 | $23K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -45.5% | 625 | $21K |
| Integrity Financial Corp | 0.01% | New | 616 | $21K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 591 | $20K |
| Cape Investment Advisory, Inc. | 0.01% | Add +3.4% | 516 | $18K |
| Harbour Investments, Inc. | 0.00% | Reduce -34.9% | 496 | $17K |
| SYM FINANCIAL Corp | 0.00% | No change | 492 | $17K |
| TFC Financial Management, Inc. | 0.00% | No change | 479 | $16K |
| Transce3nd, LLC | 0.01% | — | 437 | $15K |
| Lee Danner & Bass Inc. | 0.00% | New | 436 | $15K |
| First PREMIER Bank | 0.00% | New | 403 | $14K |
| Synergy Asset Management, LLC | 0.00% | New | 345 | $13K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -49.1% | 378 | $13K |
| Howe & Rusling Inc. | 0.00% | Add +15.8% | 367 | $13K |
| DHJJ Financial Advisors, Ltd. | 0.00% | Add +0.8% | 356 | $12K |
| Brown Brothers Harriman & Co. | 0.00% | New | 350 | $12K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 331 | $11K |
| Whittier Trust Co. | 0.00% | Add +3.5% | 329 | $11K |
| AlphaCore Capital LLC | 0.00% | No change | 324 | $11K |
| Beacon Capital Management, LLC | 0.00% | Add +3.0% | 312 | $11K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 300 | $10K |
| Curio Wealth, LLC | 0.01% | — | 288 | $10K |
| Global Financial Private Client, LLC | 0.00% | No change | 274 | $9K |
| Promus Capital, LLC | 0.01% | — | 261 | $9K |
| JDM Financial Group LLC | 0.00% | No change | 252 | $9K |
| Princeton Global Asset Management LLC | 0.00% | Add +1.4% | 219 | $8K |
| Hamilton Point Investment Advisors, LLC | 0.00% | No change | 214 | $7K |
| GeoWealth Management, LLC | 0.00% | Add +2.9% | 210 | $7K |
| Glassman Wealth Services | 0.00% | No change | 204 | $7K |
| Wagner Wealth Management, LLC | 0.00% | Add +32.5% | 204 | $7K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Add +186.4% | 189 | $6K |
| Spire Wealth Management | 0.00% | Add +2.2% | 188 | $6K |
| Fortis Group Advisors, LLC | 0.00% | No change | 185 | $6K |
| WFA Asset Management Corp | 0.00% | New | 179 | $6K |
| TruNorth Capital Management, LLC | 0.00% | No change | 165 | $6K |
| Rice Partnership, LLC | 0.00% | No change | 164 | $6K |
| Golden State Wealth Management, LLC | 0.00% | — | 164 | $6K |
| Ridgewood Investments LLC | 0.00% | Add +1.3% | 159 | $5K |
| Pittenger & Anderson Inc. | 0.00% | No change | 150 | $5K |
| Caldwell Trust Co | 0.00% | No change | 134 | $5K |
| Blue Trust, Inc. | 0.00% | Add +675.0% | 124 | $4K |
| Salem Investment Counselors Inc. | 0.00% | New | 123 | $4K |
| Guardian Wealth Management, Inc. | 0.00% | Add +0.8% | 122 | $4K |
| Modus Advisors, LLC | 0.00% | New | 120 | $4K |
| Synergy Investment Management, LLC | 0.00% | — | 119 | $4K |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -85.6% | 117 | $4K |
| C M Bidwell & Associates Ltd. | 0.00% | No change | 116 | $4K |
| Mattson Financial Services, LLC | 0.00% | New | 103 | $4K |
| Human Investing LLC | 0.00% | New | 108 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 97 | $3K |
| Davis Capital Management | 0.00% | Reduce -21.4% | 92 | $3K |
| City State Bank | 0.00% | No change | 87 | $3K |
| Key Financial Inc | 0.00% | No change | 87 | $3K |
| Archer Investment Corp | 0.00% | Add +3.9% | 80 | $3K |
| Bogart Wealth, LLC | 0.00% | No change | 71 | $2K |
| Highline Wealth Partners LLC | 0.00% | New | 69 | $2K |
| Continuum Advisory, LLC | 0.00% | No change | 66 | $2K |
| Global Retirement Partners, LLC | 0.00% | Reduce -82.2% | 64 | $2K |
| Bridge Generations Wealth Management LLC | 0.00% | — | 63 | $2K |
| Element Wealth, LLC | 0.00% | No change | 62 | $2K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 62 | $2K |
| FSA Wealth Management LLC | 0.00% | No change | 61 | $2K |
| Pillar Financial Advisors, LLC | 0.00% | — | 50 | $2K |
| Medallion Wealth Advisors, LLC | 0.00% | — | 49 | $2K |
| Tucker Asset Management LLC | 0.00% | Reduce -73.4% | 49 | $2K |
| Truvestments Capital LLC | 0.00% | No change | 47 | $2K |
| Bfsg, LLC | 0.00% | No change | 43 | $1K |
| AdvisorNet Financial, Inc | 0.00% | No change | 42 | $1K |
| Ancora Advisors LLC | 0.00% | No change | 42 | $1K |
| Investors Research Corp | 0.00% | No change | 41 | $1K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 38 | $1K |
| Rothschild Investment LLC | 0.00% | No change | 31 | $1K |
| Salomon & Ludwin, LLC | 0.00% | Add +2900.0% | 30 | $1K |
| Financial Management Professionals, Inc. | 0.00% | No change | 29 | $996 |
| Fifth Third Bancorp | 0.00% | No change | 28 | $961 |
| Founders Financial Alliance, LLC | 0.00% | No change | 25 | $858 |
| Coppell Advisory Solutions LLC | 0.00% | No change | 20 | $684 |
| Signaturefd, LLC | 0.00% | Reduce -95.9% | 19 | $652 |
| Assetmark, Inc. | 0.00% | Add +325.0% | 17 | $584 |
| Graney & King, LLC | 0.00% | — | 17 | $578 |
| NBZ Investment Advisors LLC | 0.00% | — | 16 | $549 |
| Sunbelt Securities, Inc. | 0.00% | No change | 13 | $460 |
| Armor Investment Advisors, LLC | 0.00% | New | 6 | $206 |
| Capital A Wealth Management, LLC | 0.00% | — | 2 | $69 |
| NewSquare Capital LLC | 0.00% | No change | 2 | $69 |
| Van Hulzen Asset Management, LLC | 0.00% | New | 2 | $69 |
| Keener Financial Planning LLC | 0.00% | New | 17 | $0 |
| Wood Tarver Financial Group, LLC | 0.00% | — | 12 | $0 |
"% 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.