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 |
| Mariner, LLC | 0.00% | Add +8.6% | 61,082 | $2.2M |
| Quadrant Capital Group LLC | 0.08% | Reduce -20.1% | 58,936 | $2.1M |
| Asset Allocation Strategies LLC | 0.52% | Add +7.9% | 58,164 | $2.1M |
| Embree Financial Group | 0.35% | Reduce -26.0% | 57,817 | $2.1M |
| Shakespeare Wealth Management, LLC | 0.55% | Reduce -5.1% | 57,390 | $2.1M |
| Bank of America Corp. | 0.00% | Reduce -39.0% | 56,824 | $2.0M |
| Citadel Advisors | 0.00% | Add +48.5% | 56,017 | $2.0M |
| DHK Financial Advisors, Inc. | 1.10% | No change | 56,000 | $2.0M |
| Noble Family Wealth, LLC | 0.54% | Add +3.0% | 55,037 | $2.0M |
| Modera Wealth Management, LLC | 0.03% | Reduce -6.3% | 54,738 | $2.0M |
| Abacus Planning Group, Inc. | 0.34% | Reduce -1.7% | 54,067 | $1.9M |
| BCS Wealth Management | 0.47% | Add +21.1% | 51,426 | $1.8M |
| Seneca Financial Advisors LLC | 0.89% | Reduce -4.0% | 51,198 | $1.8M |
| CENTRAL TRUST Co | 0.04% | Reduce -6.1% | 50,109 | $1.8M |
| Colony Family Offices, LLC | 0.53% | Reduce -0.5% | 47,500 | $1.7M |
| Christensen, King & Associates Investment Services, Inc. | 0.79% | Add +2.5% | 45,192 | $1.7M |
| Natixis Advisors, LLC | 0.00% | Add +7.5% | 44,585 | $1.6M |
| Cwm, LLC | 0.01% | Reduce -27.4% | 44,406 | $1.6M |
| Forvis Mazars Wealth Advisors, LLC | 0.04% | Reduce -6.5% | 44,385 | $1.6M |
| Stone Summit Wealth LLC | 0.53% | Add +2.9% | 43,673 | $1.6M |
| OneAscent Financial Services LLC | 0.10% | Add +83.7% | 43,428 | $1.6M |
| Elevation Wealth Partners, LLC | 0.67% | Add +2.0% | 43,300 | $1.6M |
| Integris Wealth Management, LLC | 0.43% | Reduce -0.5% | 41,593 | $1.5M |
| Braun-Bostich & Associates Inc. | 1.10% | Reduce -6.3% | 41,516 | $1.5M |
| Horan Capital Advisors, LLC. | 0.50% | Reduce -3.5% | 41,512 | $1.5M |
| Tradewinds Capital Management, LLC | 0.38% | Add +28.8% | 39,654 | $1.4M |
| Dopkins Wealth Management, LLC | 0.71% | Add +5.0% | 38,711 | $1.4M |
| Fonville Wealth Management LLC | 0.41% | Add +0.1% | 36,868 | $1.4M |
| American Financial & Tax Strategies Inc. | 0.74% | Reduce -3.1% | 38,187 | $1.4M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -4.6% | 37,758 | $1.4M |
| Beckerman Institutional, LLC | 0.98% | Add +11.3% | 37,549 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | Add +13.0% | 36,249 | $1.3M |
| US Bancorp \de | 0.00% | Reduce -15.4% | 34,471 | $1.2M |
| Eagle Harbor Asset Management Inc. | 1.25% | Reduce -0.6% | 34,279 | $1.2M |
| Walkner Condon Financial Advisors LLC | 0.25% | Add +0.7% | 34,115 | $1.2M |
| Falcon Wealth Planning | 0.13% | No change | 33,422 | $1.2M |
| Hexagon Capital Partners LLC | 0.22% | Add +0.1% | 33,052 | $1.2M |
| Act Wealth Management, LLC | 0.53% | Reduce -1.2% | 32,412 | $1.2M |
| Foster Group, Inc. | 0.04% | No change | 31,435 | $1.1M |
| NorthCrest Asset Manangement, LLC | 0.03% | Reduce -3.5% | 30,861 | $1.1M |
| Commerce Bank | 0.01% | No change | 30,858 | $1.1M |
| Focus Financial Network, Inc. | 0.05% | Add +1.3% | 30,715 | $1.1M |
| Guardian Financial Partners, LLC | 0.53% | Add +11.1% | 30,658 | $1.1M |
| Wealth Architects, LLC | 0.12% | No change | 30,542 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +15.6% | 30,498 | $1.1M |
| Strategic Family Wealth Counselors, L.L.C. | 0.34% | Add +5.2% | 29,057 | $1.0M |
| Northwest Capital Management Inc | 0.43% | Reduce -35.7% | 29,041 | $1.0M |
| Carolina Wealth Advisors, LLC | 0.56% | Add +3.4% | 28,767 | $1.0M |
| SeaCrest Wealth Management, LLC | 0.11% | Reduce -0.6% | 27,720 | $995K |
| Passive Capital Management, LLC. | 0.31% | Reduce -0.3% | 27,653 | $992K |
| Oarsman Capital, Inc. | 0.18% | Add +10.9% | 27,597 | $990K |
| IMA Advisory Services, Inc. | 0.12% | Add +4.6% | 27,134 | $974K |
| LTG Capital LLC | 0.88% | Add +0.7% | 26,878 | $964K |
| NewEdge Advisors, LLC | 0.01% | Reduce -4.3% | 26,573 | $953K |
| Oakwell Private Wealth Management, LLC | 0.26% | Reduce -1.1% | 26,422 | $948K |
| Leisure Capital Management | 0.38% | Add +5.8% | 25,883 | $929K |
| Cabot Wealth Management Inc. | 0.12% | Reduce -2.3% | 25,323 | $909K |
| eCIO, Inc. | 0.36% | — | 25,127 | $902K |
| Fortis Capital Advisors, LLC | 0.18% | New | 25,044 | $899K |
| Belpointe Asset Management LLC | 0.05% | New | 25,044 | $899K |
| MAI Capital Management | 0.01% | Reduce -0.4% | 24,357 | $874K |
| United Capital Financial Advisors, LLC | 0.01% | Add +2.1% | 23,984 | $861K |
| American Century Companies Inc. | 0.00% | Reduce -68.0% | 23,219 | $833K |
| McLean Asset Management Corp | 0.27% | Add +4.0% | 25,188 | $819K |
| Fortress Wealth Management, Inc. | 0.42% | Reduce -1.6% | 22,800 | $818K |
| Capital Insight Partners, LLC | 0.14% | Reduce -89.5% | 22,622 | $812K |
| HRT Financial LP | 0.01% | New | 22,196 | $796K |
| James J. Burns & Company, LLC | 0.14% | Add +0.2% | 22,128 | $794K |
| Cloud Capital Management, LLC | 0.56% | — | 22,055 | $791K |
| Creekside Partners | 0.41% | Reduce -2.0% | 21,946 | $787K |
| Envision Financial LLC | 0.59% | No change | 21,878 | $785K |
| Cresset Asset Management, LLC | 0.00% | Add +10.6% | 21,387 | $767K |
| Bank of Montreal | 0.00% | Reduce -0.6% | 21,240 | $762K |
| Moisand Fitzgerald Tamayo, LLC | 0.10% | Reduce -2.5% | 21,147 | $759K |
| Strive Asset Management, LLC | 0.52% | Reduce -19.7% | 20,798 | $746K |
| Marshall Financial Group Inc. | 0.23% | Reduce -3.5% | 20,576 | $738K |
| Clearstead Advisors, LLC | 0.01% | Add +9.7% | 20,400 | $732K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -0.5% | 19,887 | $714K |
| Aspen Investment Management Inc | 0.33% | No change | 19,778 | $710K |
| Index Fund Advisors, Inc. | 0.04% | Reduce -14.5% | 19,589 | $703K |
| Diversified Enterprises, LLC | 0.06% | Reduce -41.0% | 19,464 | $698K |
| Investment Partners Asset Management, Inc. | 0.55% | Add +9.3% | 19,370 | $695K |
| Yoffe Investment Management, LLC | 1.02% | No change | 19,330 | $694K |
| Avestar Capital, LLC | 0.07% | Reduce -25.4% | 19,093 | $685K |
| Capital Analysts, LLC | 0.03% | Reduce -19.6% | 18,813 | $675K |
| Murphy & Mullick Capital Management Corp | 0.65% | Reduce -3.2% | 18,658 | $669K |
| Peak Financial Management, Inc. | 0.20% | Reduce -3.3% | 18,593 | $667K |
| Avior Wealth Management, LLC | 0.03% | Reduce -9.2% | 18,473 | $663K |
| Vawter Financial, Ltd. | 0.37% | Reduce -1.0% | 18,446 | $662K |
| Fifth Third Securities, Inc. | 0.06% | Add +7.3% | 18,320 | $657K |
| Vestmark Advisory Solutions, Inc. | 0.02% | New | 18,261 | $655K |
| Blue Barn Wealth, LLC | 0.34% | Reduce -0.5% | 18,184 | $652K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +7.1% | 18,087 | $649K |
| Sand Hill Global Advisors, LLC | 0.03% | No change | 18,062 | $648K |
| Clearview Wealth Advisors LLC | 0.47% | Add +4.1% | 17,477 | $627K |
| ZynergyRetirementPlanningLLC | 0.44% | Add +3.2% | 17,931 | $616K |
| 25 LLC | 0.25% | Reduce -0.5% | 17,036 | $611K |
| Tempus Wealth Planning, LLC | 0.18% | Add +4.3% | 16,827 | $604K |
| Jackson Creek Investment Advisors LLC | 0.19% | Add +2.6% | 16,642 | $597K |
| Altfest L J & Co. Inc. | 0.07% | Add +27.8% | 16,566 | $594K |
| Parkside Financial Bank & Trust | 0.07% | Add +1.1% | 16,311 | $585K |
| SOL Capital Management CO | 0.06% | Reduce -42.3% | 15,940 | $572K |
| Argent Trust Co | 0.02% | No change | 15,831 | $568K |
| Integrated Advisors Network LLC | 0.03% | Reduce -2.1% | 15,816 | $567K |
| Composition Wealth, LLC | 0.01% | Reduce -3.2% | 15,798 | $567K |
| Factor Wealth Management LTD | 0.17% | Add +0.6% | 15,783 | $566K |
| Equitable Holdings, Inc. | 0.01% | Add +0.6% | 15,517 | $557K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -4.4% | 15,075 | $541K |
| Savvy Advisors, Inc. | 0.05% | Reduce -0.9% | 14,876 | $534K |
| Omega Financial Group, LLC | 0.20% | Reduce -5.8% | 14,834 | $532K |
| Pension & Wealth Management Advisors, Inc. | 0.20% | Reduce -59.3% | 14,620 | $525K |
| Lido Advisors, LLC | 0.00% | Add +7.7% | 14,157 | $508K |
| Koshinski Asset Management, Inc. | 0.04% | Reduce -0.9% | 13,838 | $497K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +3.3% | 13,814 | $496K |
| Motco | 0.05% | Reduce -19.1% | 13,467 | $483K |
| K2 Financial Inc. | 0.47% | Add +4.8% | 13,160 | $480K |
| Farther Finance Advisors, LLC | 0.01% | Add +350.0% | 13,258 | $477K |
| IFP Advisors, Inc | 0.01% | Add +19.8% | 13,205 | $474K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -15.9% | 12,816 | $460K |
| Private Wealth Management Group, LLC | 0.17% | Reduce -2.1% | 12,528 | $450K |
| Single Point Partners, LLC | 0.10% | Reduce -4.5% | 12,463 | $447K |
| Atria Investments, Inc | 0.01% | Add +24.0% | 12,457 | $447K |
| Ameriprise Financial Inc. | 0.00% | New | 12,232 | $439K |
| Collective Family Office LLC | 0.12% | Reduce -20.2% | 12,216 | $438K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -22.8% | 12,208 | $438K |
| Essex Financial Services, Inc. | 0.03% | No change | 12,158 | $436K |
| Advisory Alpha, LLC | 0.01% | Reduce -27.8% | 12,057 | $433K |
| Fidelis Capital Partners, LLC | 0.05% | Add +0.9% | 11,373 | $426K |
| Earned Wealth Advisors, LLC | 0.09% | Add +20.5% | 11,826 | $424K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Add +3.1% | 11,741 | $421K |
| Ifrah Financial Services, Inc. | 0.12% | Add +3.4% | 11,731 | $421K |
| Blue Bell Private Wealth Management, LLC | 0.08% | Add +3.5% | 11,644 | $418K |
| Simon Quick Advisors, LLC | 0.02% | Reduce -0.9% | 11,533 | $414K |
| Lantz Financial LLC | 0.11% | No change | 11,528 | $414K |
| Morris Financial Concepts, Inc. | 0.17% | Reduce -1.1% | 11,124 | $399K |
| May Hill Capital, LLC | 0.15% | No change | 11,076 | $397K |
| Sachem Hill LLC | 0.08% | Reduce -5.8% | 11,002 | $395K |
| Krilogy Financial LLC | 0.03% | Reduce -7.9% | 10,998 | $395K |
| Life Planning Partners, Inc | 0.36% | No change | 10,938 | $392K |
| JPMorgan Chase & Co. | 0.00% | Add +16.8% | 10,753 | $386K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +1.7% | 10,749 | $386K |
| Orion Portfolio Solutions, LLC | 0.00% | Add +1.7% | 10,749 | $386K |
| Calton & Associates, Inc. | 0.09% | New | 10,716 | $384K |
| Hardin Capital Partners, LLC | 0.23% | Reduce -16.6% | 10,556 | $379K |
| Colonial Trust Advisors | 0.03% | New | 10,070 | $361K |
| Geometric Wealth Advisors | 0.06% | Add +4.0% | 10,049 | $361K |
| Mill Creek Capital Advisors, LLC | 0.01% | Reduce -51.8% | 10,014 | $359K |
| Mutual Advisors, LLC | 0.01% | Reduce -1.2% | 9,482 | $355K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +2.6% | 9,870 | $354K |
| Townsquare Capital LLC | 0.00% | Add +50.0% | 9,837 | $353K |
| Chesley Taft & Associates LLC | 0.02% | New | 9,585 | $344K |
| Summit Financial Strategies, Inc. | 0.03% | Reduce -11.2% | 9,130 | $328K |
| Advisory Services Network, LLC | 0.01% | Add +8.4% | 9,058 | $325K |
| Allworth Financial LP | 0.00% | Reduce -23.6% | 8,594 | $322K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +246.1% | 8,964 | $322K |
| IVC Wealth Advisors LLC | 0.17% | Add +2.1% | 8,928 | $320K |
| Kathmere Capital Management, LLC | 0.03% | No change | 8,808 | $316K |
| Nwam LLC | 0.03% | Reduce -44.6% | 8,543 | $307K |
| Aspiring Ventures, LLC | 0.18% | Add +6.1% | 7,887 | $303K |
| CWC Advisors, LLC. | 0.17% | Reduce -54.1% | 8,418 | $302K |
| International Private Wealth Advisors LLC | 0.29% | Add +8.6% | 8,415 | $302K |
| Busey Bank | 0.01% | No change | 8,293 | $298K |
| Vista Capital Partners, Inc. | 0.04% | Reduce -10.8% | 8,212 | $295K |
| Seaside Wealth Management, Inc. | 0.10% | Reduce -4.8% | 8,114 | $291K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 8,073 | $290K |
| AE Wealth Management LLC | 0.00% | Reduce -10.6% | 7,742 | $278K |
| Alpha Omega Wealth Management LLC | 0.05% | Reduce -2.5% | 7,487 | $269K |
| White Lighthouse Investment Management Inc. | 0.05% | Add +6.2% | 7,268 | $261K |
| Tranquility Partners, LLC | 0.10% | Reduce -6.0% | 7,101 | $255K |
| Obermeyer Wealth Partners | 0.01% | No change | 6,898 | $248K |
| Sax Wealth Advisors, LLC | 0.02% | No change | 6,800 | $244K |
| Bradley Foster & Sargent Inc. | 0.00% | No change | 6,756 | $242K |
| MML Investors Services, LLC | 0.00% | Reduce -30.8% | 6,618 | $237K |
| MBL Wealth, LLC | 0.02% | No change | 6,500 | $233K |
| Cahill Financial Advisors Inc. | 0.03% | New | 6,466 | $232K |
| Comprehensive Money Management Services LLC | 0.19% | No change | 6,390 | $229K |
| Uptown Financial Advisors LLC | 0.24% | Reduce -13.5% | 6,362 | $228K |
| Black Diamond Financial, LLC | 0.03% | No change | 6,256 | $224K |
| Empower Advisory Group, LLC | 0.00% | Reduce -24.8% | 6,248 | $224K |
| Payne Capital Management, LLC | 0.09% | No change | 6,146 | $221K |
| Procyon Advisors, LLC | 0.01% | Reduce -96.7% | 6,140 | $220K |
| Port Capital LLC | 0.01% | New | 6,000 | $215K |
| Qube Research & Technologies Ltd | 0.00% | New | 5,961 | $214K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 5,948 | $213K |
| Vishria Bird Financial Group, LLC | 0.07% | New | 5,822 | $209K |
| Fifth Third Wealth Advisors LLC | 0.01% | New | 5,755 | $206K |
| Asset Dedication, LLC | 0.02% | No change | 5,715 | $205K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | New | 5,668 | $203K |
| Brandywine Oak Private Wealth LLC | 0.02% | New | 5,623 | $202K |
| HHM Wealth Advisors, LLC | 0.03% | Reduce -22.8% | 5,385 | $193K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -5.9% | 5,092 | $183K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -5.5% | 4,727 | $170K |
| Larson Financial Group LLC | 0.01% | Reduce -20.5% | 4,682 | $168K |
| CIBC Private Wealth Group LLC | 0.00% | Add +87.6% | 4,949 | $161K |
| Richardson Capital Management LLC | 0.10% | No change | 4,367 | $157K |
| Creative Financial Designs Inc. | 0.01% | Reduce -16.4% | 3,857 | $138K |
| Newton One Investments LLC | 0.05% | No change | 3,790 | $136K |
| Comerica Bank | 0.00% | Reduce -4.3% | 3,680 | $132K |
| Pinney & Scofield, Inc. | 0.08% | No change | 3,224 | $116K |
| Clearstead Trust, LLC | 0.02% | No change | 3,100 | $111K |
| CoreCap Advisors, LLC | 0.00% | Reduce -53.0% | 2,956 | $106K |
| McClarren Financial Advisors, Inc. | 0.07% | New | 254 | $105K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.3% | 2,675 | $96K |
| Duncker Streett & Co. Inc. | 0.02% | No change | 2,593 | $93K |
| Raleigh Capital Management Inc. | 0.04% | Reduce -21.2% | 2,543 | $91K |
| Bellwether Advisors, LLC | 0.02% | No change | 2,515 | $90K |
| Versant Capital Management, Inc | 0.01% | No change | 2,399 | $86K |
| CVA Family Office, LLC | 0.01% | Add +16.5% | 2,367 | $85K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -1.3% | 2,074 | $75K |
| American Capital Advisory, LLC | 0.04% | Reduce -11.7% | 2,081 | $75K |
| Blair William & Co. | 0.00% | No change | 2,052 | $74K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 2,010 | $72K |
| GW&K Investment Management, LLC | 0.00% | No change | 1,726 | $62K |
| Bernard Wealth Management Corp. | 0.03% | New | 1,485 | $53K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 1,352 | $49K |
| Clear Investment Research, LLC | 0.06% | No change | 1,348 | $48K |
| Parallel Advisors, LLC | 0.00% | Add +16.9% | 1,347 | $48K |
| Abound Wealth Management | 0.02% | No change | 1,345 | $48K |
| Principal Securities, Inc. | 0.00% | No change | 1,355 | $47K |
| Smithfield Trust Co | 0.00% | No change | 1,230 | $45K |
| SJS Investment Consulting Inc. | 0.01% | No change | 1,176 | $42K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 1,122 | $40K |
| NorthRock Partners, LLC | 0.00% | No change | 1,115 | $40K |
| First Community Trust NA | 0.03% | No change | 1,000 | $36K |
| Maryland Capital Advisors Inc. | 0.02% | No change | 972 | $35K |
| Sandy Spring Bank | 0.00% | Reduce -6.4% | 945 | $34K |
| MCF Advisors LLC | 0.00% | No change | 920 | $33K |
| Fairway Wealth LLC | 0.01% | New | 892 | $32K |
| Harbour Investments, Inc. | 0.00% | Add +65.3% | 820 | $29K |
| Geneos Wealth Management Inc. | 0.00% | Add +29.4% | 809 | $29K |
| Pacifica Partners Inc. | 0.01% | No change | 800 | $28K |
| Operose Advisors LLC | 0.01% | Reduce -85.1% | 724 | $26K |
| St Germain D J Co. Inc. | 0.00% | New | 688 | $25K |
| Proffitt & Goodson Inc. | 0.00% | New | 654 | $23K |
| Front Row Advisors LLC | 0.01% | Reduce -67.8% | 638 | $23K |
| Breakwater Investment Management | 0.01% | New | 587 | $21K |
| Bessemer Group Inc. | 0.00% | Reduce -97.7% | 594 | $21K |
| Glenmede Trust Co. NA | 0.00% | New | 585 | $21K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 516 | $19K |
| TFC Financial Management, Inc. | 0.00% | No change | 479 | $17K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -37.5% | 399 | $14K |
| First PREMIER Bank | 0.00% | No change | 403 | $14K |
| Transce3nd, LLC | 0.01% | Reduce -12.6% | 382 | $14K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 378 | $14K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 356 | $13K |
| Spire Wealth Management | 0.00% | Add +77.7% | 334 | $12K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 331 | $12K |
| Whittier Trust Co. | 0.00% | No change | 329 | $12K |
| Garde Capital, Inc. | 0.00% | New | 328 | $12K |
| AlphaCore Capital LLC | 0.00% | No change | 324 | $12K |
| Beacon Capital Management, LLC | 0.00% | No change | 312 | $11K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 300 | $11K |
| Financial Management Professionals, Inc. | 0.00% | Add +910.3% | 293 | $11K |
| Curio Wealth, LLC | 0.01% | Reduce -99.7% | 1 | $10K |
| Global Financial Private Client, LLC | 0.00% | No change | 274 | $10K |
| Promus Capital, LLC | 0.01% | No change | 261 | $9K |
| Integrity Financial Corp | 0.00% | Reduce -63.8% | 223 | $8K |
| Wagner Wealth Management, LLC | 0.00% | Add +5.4% | 215 | $8K |
| Hamilton Point Investment Advisors, LLC | 0.00% | No change | 214 | $8K |
| Glassman Wealth Services | 0.00% | No change | 204 | $7K |
| Grey Ledge Advisors, LLC | 0.00% | New | 199 | $7K |
| Key Financial Inc | 0.00% | Add +127.6% | 198 | $7K |
| Dunhill Financial, LLC | 0.00% | New | 197 | $7K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 189 | $7K |
| Fortis Group Advisors, LLC | 0.00% | No change | 185 | $7K |
| TruNorth Capital Management, LLC | 0.00% | No change | 165 | $6K |
| Ridgewood Investments LLC | 0.00% | No change | 159 | $6K |
| Howe & Rusling Inc. | 0.00% | Reduce -58.0% | 154 | $6K |
| Pittenger & Anderson Inc. | 0.00% | No change | 150 | $5K |
| Rice Partnership, LLC | 0.00% | Reduce -17.7% | 135 | $5K |
| Caldwell Trust Co | 0.00% | No change | 134 | $5K |
| JDM Financial Group LLC | 0.00% | Reduce -48.0% | 131 | $5K |
| Princeton Global Asset Management LLC | 0.00% | Reduce -41.5% | 128 | $5K |
| Salem Investment Counselors Inc. | 0.00% | No change | 123 | $4K |
| Guardian Wealth Management, Inc. | 0.00% | Reduce -0.8% | 121 | $4K |
| Synergy Investment Management, LLC | 0.00% | No change | 119 | $4K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 117 | $4K |
| Bridge Generations Wealth Management LLC | 0.00% | Add +84.1% | 116 | $4K |
| Lanark Financial, Inc. | 0.00% | — | 122 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 97 | $3K |
| Davis Capital Management | 0.00% | No change | 92 | $3K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -50.6% | 81 | $3K |
| Archer Investment Corp | 0.00% | No change | 80 | $3K |
| Bogart Wealth, LLC | 0.00% | No change | 71 | $3K |
| Continuum Advisory, LLC | 0.00% | No change | 66 | $2K |
| FSA Wealth Management LLC | 0.00% | No change | 61 | $2K |
| Bokf, NA | 0.00% | New | 60 | $2K |
| Ancora Advisors LLC | 0.00% | Add +38.1% | 58 | $2K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -11.3% | 55 | $2K |
| Pillar Financial Advisors, LLC | 0.00% | No change | 50 | $2K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 49 | $2K |
| Tucker Asset Management LLC | 0.00% | No change | 49 | $2K |
| Bfsg, LLC | 0.00% | No change | 43 | $2K |
| AdvisorNet Financial, Inc | 0.00% | No change | 42 | $2K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 38 | $1K |
| Greykasell Wealth Strategies, Inc. | 0.00% | New | 36 | $1K |
| Capital A Wealth Management, LLC | 0.00% | Add +1450.0% | 31 | $1K |
| Rothschild Investment LLC | 0.00% | No change | 31 | $1K |
| Salomon & Ludwin, LLC | 0.00% | No change | 30 | $1K |
| First Horizon Advisors, Inc. | 0.00% | New | 30 | $1K |
| Fifth Third Bancorp | 0.00% | No change | 28 | $1K |
| Rossby Financial, LCC | 0.00% | New | 25 | $936 |
| Investors Research Corp | 0.00% | Reduce -36.6% | 26 | $933 |
| Founders Financial Alliance, LLC | 0.00% | No change | 25 | $897 |
| Center for Financial Planning, Inc. | 0.00% | New | 23 | $826 |
| Signaturefd, LLC | 0.00% | No change | 19 | $682 |
| Assetmark, Inc. | 0.00% | No change | 17 | $610 |
| Graney & King, LLC | 0.00% | No change | 17 | $604 |
| Russell Investments Group, Ltd. | 0.00% | New | 16 | $574 |
| Sunbelt Securities, Inc. | 0.00% | No change | 13 | $483 |
| Wood Tarver Financial Group, LLC | 0.00% | No change | 12 | $431 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 10 | $359 |
| Quest 10 Wealth Builders, Inc. | 0.00% | New | 7 | $251 |
| Legacy Wealth Managment, LLC | 0.00% | New | 4 | $144 |
| NewSquare Capital LLC | 0.00% | No change | 2 | $72 |
| Capital Investment Advisory Services, LLC | 0.00% | New | 2 | $72 |
| Logan Capital Management Inc. | 0.00% | New | 1 | $33 |
| Hazlett, Burt & Watson, Inc. | 0.00% | Reduce -98.1% | 11 | $0 |
| Keener Financial Planning LLC | 0.00% | No change | 17 | $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.