Schwab Intl Small-Cap EquitySCHCETF
13F holders, Q2 2025 (June 30)443holders +24
53new positions
35sold out
$42.60avg. 13F price*
At the end of Q2 2025, 443 institutions reported holding Schwab Intl Small-Cap Equity (SCHC) in their 13F filings, up 24 from Q1 2025. 53 opened new positions and 35 sold out. The largest holders were Corient Private Wealth LP ($1.4B), Tiaa Trust, National Association ($145.7M) and Savant Capital, LLC ($98.0M).
- Company
- Schwab Intl Small-Cap Equity
- CUSIP
- 808524888
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $59.0M |
| Exits | 35 | $9.9M |
All 13F filers, Q1 2025 → Q2 2025: 35,847,433 shares bought and 4,045,570 shares sold, net +31,801,863 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 443 holders
| Corient Private Wealth LP | 1.86% | Add +2721.1% | 32,787,397 | $1.4B |
| Tiaa Trust, National Association | 0.38% | Add +68.3% | 3,421,181 | $145.7M |
| Savant Capital, LLC | 0.70% | Reduce -7.8% | 2,300,703 | $98.0M |
| SageView Advisory Group, LLC | 3.13% | Add +7.3% | 1,925,206 | $82.7M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -41.0% | 1,509,236 | $64.3M |
| BlackRock, Inc. | 0.00% | Add +9.5% | 1,370,973 | $58.4M |
| McAdam, LLC | 3.16% | Reduce -1.4% | 1,354,346 | $57.7M |
| State Street Corp. | 0.00% | Reduce -10.3% | 1,326,348 | $56.5M |
| Creative Planning | 0.04% | Reduce -5.4% | 1,233,008 | $52.5M |
| Mather Group, Llc. | 0.53% | Add +0.3% | 1,160,858 | $49.4M |
| Focus Partners Wealth | 0.09% | Reduce -7.8% | 999,324 | $42.6M |
| Choreo, LLC | 0.47% | Reduce -1.2% | 786,913 | $33.5M |
| Johnson Financial Group, LLC | 3.09% | Reduce -12.9% | 765,246 | $32.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.67% | Add +8.9% | 698,854 | $29.8M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -54.8% | 697,217 | $29.7M |
| Pure Financial Advisors, LLC | 0.46% | Add +0.5% | 617,177 | $26.3M |
| Jones Financial Companies LLLP | 0.02% | Add +33.9% | 613,706 | $26.0M |
| Redwood Investment Management, LLC | 2.36% | Add +129.3% | 522,438 | $22.3M |
| GHP Investment Advisors, Inc. | 0.89% | Reduce -0.8% | 470,749 | $20.0M |
| Captrust Financial Advisors | 0.04% | Reduce -0.8% | 407,700 | $17.4M |
| JFG Wealth Management, LLC | 3.50% | Reduce -4.8% | 393,203 | $16.7M |
| CSM Advisors, LLC | 0.49% | New | 391,600 | $16.7M |
| Charles Schwab Trust Co | 1.21% | Add +2.3% | 377,943 | $16.1M |
| Vise Technologies, Inc. | 0.66% | — | 374,149 | $15.9M |
| Tortoise Investment Management, LLC | 1.41% | Add +0.7% | 346,215 | $14.7M |
| Rockbridge Investment Management, LCC | 1.54% | Reduce -4.5% | 337,525 | $14.4M |
| UBS Group AG | 0.00% | Add +3.6% | 332,166 | $14.1M |
| Goldman Sachs Group Inc. | 0.00% | New | 307,182 | $13.1M |
| Atlas Capital Advisors Inc. | 1.52% | Add +16.1% | 292,662 | $12.5M |
| Nicholas Hoffman & Company, LLC. | 0.30% | Add +0.9% | 276,173 | $11.8M |
| White & Co Financial Planning Inc | 9.39% | Reduce -2.6% | 277,996 | $11.7M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -12.2% | 267,033 | $11.4M |
| Vident Advisory, LLC | 0.12% | New | 243,900 | $10.4M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +13.2% | 223,394 | $9.5M |
| Cetera Investment Advisers | 0.02% | Reduce -3.2% | 213,204 | $9.1M |
| Morgan Stanley | 0.00% | Reduce -28.9% | 208,461 | $8.9M |
| Summit Financial, LLC | 0.20% | Add +170.5% | 207,802 | $8.9M |
| PrairieView Partners, LLC | 0.84% | Add +13.0% | 204,064 | $8.7M |
| Main Street Financial Solutions, LLC | 0.62% | Add +2.5% | 199,361 | $8.5M |
| Transamerica Financial Advisors, LLC | 0.76% | Add +1.5% | 189,710 | $8.1M |
| Clearwater Capital Advisors, LLC | 0.73% | Reduce -1.1% | 188,396 | $8.0M |
| Courage Miller Partners, LLC | 2.50% | Add +0.0% | 184,848 | $7.9M |
| Rialto Wealth Management, LLC | 2.18% | Reduce -5.0% | 183,578 | $7.8M |
| Fort Vancouver Investment Management, LLC | 5.33% | Add +1.1% | 182,971 | $7.8M |
| Strategic Financial Planning, Inc. | 4.84% | Reduce -2.3% | 182,595 | $7.8M |
| Moneta Group Investment Advisors LLC | 0.09% | Add +7.2% | 179,694 | $7.7M |
| West Paces Advisors Inc. | 1.61% | Reduce -6.2% | 177,517 | $7.6M |
| Wells Fargo & Company | 0.00% | Add +9.5% | 177,408 | $7.6M |
| HighTower Advisors, LLC | 0.01% | Reduce -0.6% | 176,195 | $7.5M |
| Brand Asset Management Group, Inc. | 2.80% | Reduce -7.8% | 175,977 | $7.5M |
| Wooster Corthell Wealth Management, Inc. | 1.37% | Reduce -0.5% | 173,264 | $7.4M |
| Mission Wealth Management, LP | 0.16% | Add +3.9% | 169,321 | $7.2M |
| Hancock Whitney Corp. | 0.13% | Add +7.7% | 162,784 | $6.9M |
| Jane Street Group, LLC | 0.01% | Reduce -63.8% | 162,535 | $6.9M |
| Perigon Wealth Management, LLC | 0.16% | Add +1.0% | 156,204 | $6.7M |
| Wedmont Private Capital | 0.28% | Add +0.9% | 153,314 | $6.6M |
| Stewardship Advisors, LLC | 1.67% | Reduce -0.4% | 154,506 | $6.6M |
| Beaird Harris Wealth Management, LLC | 0.50% | Reduce -2.9% | 150,367 | $6.4M |
| Keyvantage Wealth, LLC | 2.79% | Add +4.6% | 146,095 | $6.2M |
| Prime Capital Investment Advisors, LLC | 0.08% | Add +0.6% | 144,189 | $6.1M |
| Fund Evaluation Group, LLC | 0.24% | Reduce -7.5% | 143,811 | $6.1M |
| Royal Bank of Canada | 0.00% | Reduce -9.2% | 138,327 | $5.9M |
| Valmark Advisers, Inc. | 0.08% | Add +4.1% | 136,723 | $5.8M |
| Divergent Planning, LLC | 1.64% | New | 130,904 | $5.6M |
| Kathleen S. Wright Associates Inc. | 2.10% | Reduce -5.4% | 126,108 | $5.4M |
| Compound Planning, Inc. | 0.20% | Reduce -2.4% | 124,197 | $5.3M |
| Osaic Holdings, Inc. | 0.01% | Add +0.4% | 120,844 | $5.1M |
| Brooklyn FI, LLC | 1.30% | Add +4.7% | 118,631 | $5.1M |
| LPL Financial LLC | 0.00% | Add +3.5% | 115,195 | $4.9M |
| FMR LLC | 0.00% | Add +5.0% | 113,132 | $4.8M |
| Traveka Wealth, LLC | 2.52% | Add +2.4% | 111,822 | $4.8M |
| Brucke Financial, Inc. | 3.21% | Reduce -2.6% | 108,578 | $4.6M |
| Robinswood Financial LLC | 1.63% | Reduce -13.3% | 108,409 | $4.6M |
| Upper Left Wealth Management, LLC | 3.03% | Add +9.0% | 106,664 | $4.5M |
| Bell Investment Advisors, Inc | 0.75% | Reduce -3.3% | 102,535 | $4.4M |
| Columbus Macro, LLC | 0.53% | Reduce -0.1% | 101,147 | $4.3M |
| Evergreen Capital Management LLC | 0.13% | Add +48.3% | 100,176 | $4.3M |
| Cerity Partners LLC | 0.01% | Add +2.1% | 93,876 | $4.0M |
| Foster Victor Wealth Advisors, LLC | 0.27% | New | 91,275 | $3.9M |
| World Investment Advisors | 0.09% | Reduce -0.5% | 91,887 | $3.9M |
| Seven Springs Wealth Group, LLC | 0.97% | Reduce -0.1% | 90,700 | $3.9M |
| Patriot Investment Management Group, Inc. | 0.26% | Reduce -3.4% | 89,810 | $3.8M |
| Asset Allocation Strategies LLC | 0.84% | Add +53.0% | 88,965 | $3.8M |
| Valley National Advisers Inc. | 0.61% | Reduce -11.4% | 87,332 | $3.7M |
| St. Louis Trust Co | 0.47% | Add +4.3% | 83,403 | $3.6M |
| HBK Sorce Advisory LLC | 0.09% | Add +6.3% | 80,545 | $3.4M |
| Elmwood Wealth Management, Inc. | 1.34% | Add +1.0% | 79,105 | $3.4M |
| Kohmann Bosshard Financial Services, LLC | 0.37% | Reduce -0.1% | 78,822 | $3.4M |
| Cornerstone Wealth Advisors, Inc. | 0.87% | Reduce -3.9% | 78,810 | $3.4M |
| Raymond James Financial Inc. | 0.00% | Add +5.0% | 78,307 | $3.3M |
| Signal Tree Financial Partners LLC | 2.79% | Reduce -4.9% | 76,156 | $3.2M |
| Morton Brown Family Wealth, LLC | 0.98% | Add +2.8% | 75,592 | $3.2M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Reduce -0.2% | 75,205 | $3.2M |
| Texas Yale Capital Corp. | 0.10% | Add +8.7% | 73,658 | $3.1M |
| Northern Trust Corp. | 0.00% | Reduce -0.0% | 73,596 | $3.1M |
| Mariner, LLC | 0.00% | Add +17.3% | 71,621 | $3.1M |
| Integrated Wealth Concepts LLC | 0.03% | Add +0.2% | 70,221 | $3.0M |
| Stifel Financial Corp. | 0.00% | Reduce -7.1% | 70,202 | $3.0M |
| BCS Wealth Management | 0.63% | Add +32.8% | 68,290 | $2.9M |
| Aire Advisors, LLC | 0.54% | Reduce -0.4% | 65,680 | $2.8M |
"% 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.