Schwab Intl Small-Cap EquitySCHCETF
13F holders, Q1 2025 (March 31)419holders −4
40new positions
40sold out
1famous investor
$35.89avg. 13F price*
At the end of Q1 2025, 419 institutions reported holding Schwab Intl Small-Cap Equity (SCHC) in their 13F filings, down 4 from Q4 2024. 40 opened new positions and 40 sold out. The largest holders were PNC Financial Services Group, Inc. ($91.8M), Savant Capital, LLC ($89.6M) and Tiaa Trust, National Association ($72.9M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $13.1M |
| Exits | 40 | $20.6M |
All 13F filers, Q4 2024 → Q1 2025: 2,604,031 shares bought and 6,113,551 shares sold, net −3,509,520 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 419 holders
| PNC Financial Services Group, Inc. | 0.05% | Reduce -48.7% | 2,558,500 | $91.8M |
| Savant Capital, LLC | 0.76% | Reduce -12.5% | 2,496,182 | $89.6M |
| Tiaa Trust, National Association | 0.23% | Add +58.5% | 2,032,346 | $72.9M |
| SageView Advisory Group, LLC | 2.75% | Add +7.8% | 1,794,961 | $64.4M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -0.7% | 1,542,276 | $55.3M |
| State Street Corp. | 0.00% | Reduce -3.8% | 1,479,262 | $53.1M |
| McAdam, LLC | 3.05% | Reduce -2.6% | 1,373,351 | $49.3M |
| Creative Planning | 0.04% | Reduce -1.5% | 1,303,691 | $46.8M |
| BlackRock, Inc. | 0.00% | Reduce -35.2% | 1,251,558 | $44.9M |
| Corient Private Wealth LP | 0.07% | Reduce -5.9% | 1,162,236 | $41.7M |
| Mather Group, Llc. | 0.48% | Add +11.6% | 1,157,170 | $41.5M |
| Focus Partners Wealth | 0.10% | Add +6.8% | 1,083,953 | $38.9M |
| Johnson Financial Group, LLC | 3.33% | Reduce -1.6% | 878,431 | $31.5M |
| Choreo, LLC | 0.44% | Reduce -13.9% | 796,529 | $28.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.59% | Add +8.9% | 641,899 | $23.0M |
| Pure Financial Advisors, LLC | 0.46% | Reduce -0.8% | 614,140 | $22.0M |
| GHP Investment Advisors, Inc. | 0.82% | Add +0.1% | 474,624 | $17.0M |
| Jones Financial Companies LLLP | 0.01% | Add +10.8% | 458,385 | $16.5M |
| Jane Street Group, LLC | 0.03% | Add +13.8% | 449,204 | $16.1M |
| JFG Wealth Management, LLC | 3.37% | Add +14.1% | 413,087 | $14.8M |
| Captrust Financial Advisors | 0.04% | Reduce -1.7% | 410,784 | $14.7M |
| Charles Schwab Trust Co | 1.11% | Add +6.9% | 369,495 | $13.3M |
| Rockbridge Investment Management, LCC | 1.50% | Reduce -10.0% | 353,626 | $12.7M |
| Tortoise Investment Management, LLC | 1.28% | Add +7.0% | 343,880 | $12.3M |
| UBS Group AG | 0.00% | Reduce -12.6% | 320,655 | $11.5M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -46.6% | 303,956 | $10.9M |
| Morgan Stanley | 0.00% | Add +20.1% | 293,000 | $10.5M |
| White & Co Financial Planning Inc | 8.89% | Add +1.3% | 285,488 | $10.3M |
| Nicholas Hoffman & Company, LLC. | 0.37% | Add +4.1% | 273,595 | $9.8M |
| Atlas Capital Advisors Inc. | 1.13% | Add +13.7% | 252,152 | $9.0M |
| Redwood Investment Management, LLC | 0.89% | No change | 227,833 | $8.2M |
| Cetera Investment Advisers | 0.02% | Reduce -20.9% | 220,249 | $7.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +1.7% | 197,351 | $7.1M |
| Main Street Financial Solutions, LLC | 0.61% | Add +9.2% | 194,446 | $7.0M |
| Rialto Wealth Management, LLC | 2.18% | Reduce -2.8% | 193,275 | $6.9M |
| Brand Asset Management Group, Inc. | 2.86% | Add +0.9% | 190,972 | $6.9M |
| Clearwater Capital Advisors, LLC | 0.66% | Add +5.3% | 190,534 | $6.8M |
| West Paces Advisors Inc. | 1.55% | Reduce -5.9% | 189,176 | $6.8M |
| Strategic Financial Planning, Inc. | 4.62% | Reduce -0.9% | 186,863 | $6.7M |
| Transamerica Financial Advisors, LLC | 0.68% | Add +7.2% | 186,842 | $6.7M |
| Courage Miller Partners, LLC | 2.25% | Add +2.8% | 184,791 | $6.6M |
| Fort Vancouver Investment Management, LLC | 4.98% | Add +112.6% | 180,958 | $6.5M |
| PrairieView Partners, LLC | 0.68% | Add +9.7% | 180,516 | $6.5M |
| HighTower Advisors, LLC | 0.01% | Add +0.5% | 177,250 | $6.4M |
| Wooster Corthell Wealth Management, Inc. | 1.28% | Reduce -0.4% | 174,151 | $6.2M |
| Moneta Group Investment Advisors LLC | 0.08% | Add +8.6% | 167,563 | $6.0M |
| Mission Wealth Management, LP | 0.15% | Reduce -3.1% | 162,969 | $5.8M |
| Wells Fargo & Company | 0.00% | Add +4.1% | 162,058 | $5.8M |
| Fund Evaluation Group, LLC | 0.24% | Add +93.9% | 155,380 | $5.6M |
| Stewardship Advisors, LLC | 1.50% | Reduce -9.5% | 155,077 | $5.6M |
| Beaird Harris Wealth Management, LLC | 0.47% | Reduce -2.2% | 154,836 | $5.6M |
| Perigon Wealth Management, LLC | 0.14% | Add +2.4% | 154,691 | $5.6M |
| Royal Bank of Canada | 0.00% | Reduce -29.4% | 152,407 | $5.5M |
| Hancock Whitney Corp. | 0.18% | Add +7.9% | 151,111 | $5.4M |
| Wedmont Private Capital | 0.28% | Add +6.8% | 151,984 | $5.4M |
| Prime Capital Investment Advisors, LLC | 0.06% | Reduce -0.7% | 143,373 | $5.1M |
| Keyvantage Wealth, LLC | 2.44% | Add +35.3% | 139,708 | $5.0M |
| M Holdings Securities, Inc. | 0.83% | Add +11.8% | 139,003 | $5.0M |
| Kathleen S. Wright Associates Inc. | 1.98% | Reduce -1.2% | 133,244 | $4.8M |
| Valmark Advisers, Inc. | 0.07% | Reduce -1.9% | 131,348 | $4.7M |
| Compound Planning, Inc. | 0.21% | Add +1867.3% | 127,285 | $4.6M |
| Robinswood Financial LLC | 1.66% | Reduce -1.1% | 125,081 | $4.5M |
| Susquehanna International Group, LLP | 0.01% | Reduce -42.3% | 123,592 | $4.4M |
| LPF Advisors LLC | 3.60% | Add +8.0% | 122,492 | $4.4M |
| Osaic Holdings, Inc. | 0.01% | Add +154.5% | 120,395 | $4.3M |
| Brucke Financial, Inc. | 3.66% | Reduce -4.0% | 111,494 | $4.2M |
| Coldstream Capital Management Inc. | 0.09% | Reduce -15.0% | 114,296 | $4.1M |
| Brooklyn FI, LLC | 1.26% | Add +14.8% | 113,332 | $4.1M |
| LPL Financial LLC | 0.00% | Reduce -40.7% | 111,354 | $4.0M |
| Traveka Wealth, LLC | 2.20% | Add +7.7% | 109,236 | $3.9M |
| FMR LLC | 0.00% | Reduce -10.7% | 107,731 | $3.9M |
| Bell Investment Advisors, Inc | 0.70% | Add +4.5% | 105,992 | $3.8M |
| Columbus Macro, LLC | 0.48% | Add +0.1% | 101,274 | $3.6M |
| Valley National Advisers Inc. | 0.64% | Reduce -37.5% | 98,566 | $3.5M |
| Upper Left Wealth Management, LLC | 2.52% | Reduce -1.6% | 97,862 | $3.5M |
| One Capital Management, LLC | 0.12% | Reduce -47.1% | 96,249 | $3.5M |
| Patriot Investment Management Group, Inc. | 0.25% | Reduce -4.6% | 92,949 | $3.3M |
| World Investment Advisors | 0.09% | New | 92,304 | $3.3M |
| Cerity Partners LLC | 0.01% | Add +5.2% | 91,910 | $3.3M |
| Seven Springs Wealth Group, LLC | 1.19% | Reduce -18.7% | 90,770 | $3.3M |
| Citigroup Inc. | 0.00% | Add +1721.2% | 87,382 | $3.1M |
| Cornerstone Wealth Advisors, Inc. | 0.82% | Reduce -1.4% | 82,012 | $2.9M |
| Invesco Ltd. | 0.00% | Reduce -14.7% | 80,954 | $2.9M |
| Signal Tree Financial Partners LLC | 2.88% | Add +10.5% | 80,068 | $2.9M |
| St. Louis Trust Co | 0.42% | No change | 79,937 | $2.9M |
| Kohmann Bosshard Financial Services, LLC | 0.33% | Reduce -16.4% | 78,877 | $2.8M |
| Elmwood Wealth Management, Inc. | 1.15% | Add +0.2% | 78,344 | $2.8M |
| Summit Financial, LLC | 0.08% | New | 76,815 | $2.8M |
| HBK Sorce Advisory LLC | 0.08% | Reduce -5.9% | 75,751 | $2.7M |
| Stifel Financial Corp. | 0.00% | Reduce -4.4% | 75,555 | $2.7M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +11.2% | 75,338 | $2.7M |
| Raymond James Financial Inc. | 0.00% | Add +14.3% | 74,568 | $2.7M |
| Northern Trust Corp. | 0.00% | Add +0.0% | 73,601 | $2.6M |
| Morton Brown Family Wealth, LLC | 0.90% | Reduce -8.6% | 73,529 | $2.6M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -1.0% | 70,092 | $2.5M |
| Texas Yale Capital Corp. | 0.10% | Reduce -11.9% | 67,758 | $2.4M |
| Evergreen Capital Management LLC | 0.08% | Reduce -8.7% | 67,566 | $2.4M |
| Aire Advisors, LLC | 0.50% | Reduce -1.0% | 65,920 | $2.4M |
| Grove Street Fiduciary, LLC | 1.14% | Reduce -2.3% | 62,694 | $2.2M |
| Manske Wealth Management | 0.85% | Add +1.0% | 62,619 | $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.