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 |
| Manske Wealth Management | 0.91% | Add +2.6% | 64,272 | $2.7M |
| Invesco Ltd. | 0.00% | Reduce -22.9% | 62,426 | $2.7M |
| Coldstream Capital Management Inc. | 0.04% | Reduce -46.5% | 61,125 | $2.6M |
| American Century Companies Inc. | 0.00% | Add +156.7% | 59,605 | $2.5M |
| Colony Family Offices, LLC | 0.64% | Add +22.7% | 58,300 | $2.5M |
| DHK Financial Advisors, Inc. | 1.37% | Add +0.2% | 56,123 | $2.4M |
| Abacus Planning Group, Inc. | 0.35% | Add +2.7% | 55,530 | $2.4M |
| Noble Family Wealth, LLC | 0.57% | Add +0.3% | 55,220 | $2.4M |
| Bank of America Corp. | 0.00% | Reduce -3.8% | 54,658 | $2.3M |
| Modera Wealth Management, LLC | 0.03% | Reduce -1.8% | 53,776 | $2.3M |
| Grove Street Fiduciary, LLC | 1.06% | Reduce -17.7% | 51,580 | $2.2M |
| Shakespeare Wealth Management, LLC | 0.57% | Reduce -11.9% | 50,557 | $2.2M |
| Carter Financial Group, INC. | 1.39% | — | 49,926 | $2.1M |
| Natixis Advisors, LLC | 0.00% | Add +10.9% | 49,455 | $2.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +61.5% | 49,256 | $2.1M |
| Embree Financial Group | 0.31% | Reduce -15.8% | 48,705 | $2.1M |
| One Capital Management, LLC | 0.07% | Reduce -50.7% | 47,445 | $2.0M |
| Braun-Bostich & Associates Inc. | 1.37% | Add +13.1% | 46,967 | $2.0M |
| Christensen, King & Associates Investment Services, Inc. | 0.87% | Reduce -1.9% | 44,333 | $1.9M |
| Stone Summit Wealth LLC | 0.57% | Reduce -0.6% | 43,405 | $1.8M |
| CENTRAL TRUST Co | 0.04% | Reduce -13.5% | 43,355 | $1.8M |
| Ashton Thomas Securities, LLC | 0.45% | New | 43,282 | $1.8M |
| Tradewinds Capital Management, LLC | 0.45% | Add +6.9% | 42,373 | $1.8M |
| Beckerman Institutional, LLC | 1.18% | Add +11.2% | 41,755 | $1.8M |
| HORAN Wealth, LLC | 0.54% | — | 41,409 | $1.8M |
| Integris Wealth Management, LLC | 0.45% | Reduce -1.6% | 40,909 | $1.7M |
| Forvis Mazars Wealth Advisors, LLC | 0.04% | Reduce -9.0% | 40,373 | $1.7M |
| Seneca Financial Advisors LLC | 0.66% | Reduce -21.3% | 40,290 | $1.7M |
| Elevation Wealth Partners, LLC | 0.67% | Reduce -7.8% | 39,933 | $1.7M |
| Dopkins Wealth Management, LLC | 0.74% | No change | 38,711 | $1.6M |
| Walkner Condon Financial Advisors LLC | 0.30% | Add +12.9% | 38,534 | $1.6M |
| MAI Capital Management | 0.01% | Add +56.1% | 38,025 | $1.6M |
| American Financial & Tax Strategies Inc. | 0.84% | Reduce -0.6% | 37,946 | $1.6M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -1.1% | 37,342 | $1.6M |
| Cwm, LLC | 0.01% | Reduce -16.8% | 36,962 | $1.6M |
| Act Wealth Management, LLC | 0.65% | Add +11.0% | 35,990 | $1.5M |
| Fonville Wealth Management LLC | 0.38% | Reduce -3.3% | 35,660 | $1.5M |
| US Bancorp \de | 0.00% | Reduce -0.1% | 34,428 | $1.5M |
| Guardian Financial Partners, LLC | 0.65% | Add +10.4% | 33,857 | $1.4M |
| Eagle Harbor Asset Management Inc. | 1.39% | Reduce -1.4% | 33,797 | $1.4M |
| Focus Financial Network, Inc. | 0.06% | Add +7.2% | 32,940 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -10.6% | 32,418 | $1.4M |
| Commerce Bank | 0.01% | Add +0.2% | 30,907 | $1.3M |
| Foster Group, Inc. | 0.04% | Reduce -2.0% | 30,800 | $1.3M |
| Wealth Architects, LLC | 0.13% | Reduce -0.5% | 30,404 | $1.3M |
| Hexagon Capital Partners LLC | 0.29% | Reduce -8.1% | 30,385 | $1.3M |
| 25 LLC | 0.47% | Add +77.8% | 30,298 | $1.3M |
| NorthCrest Asset Manangement, LLC | 0.03% | Reduce -3.8% | 29,699 | $1.3M |
| Cabot Wealth Management Inc. | 0.15% | Add +16.6% | 29,538 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +112.4% | 29,343 | $1.3M |
| Oarsman Capital, Inc. | 0.19% | Add +5.7% | 29,170 | $1.2M |
| Strategic Family Wealth Counselors, L.L.C. | 0.35% | Add +0.1% | 29,077 | $1.2M |
| Private Advisor Group, LLC | 0.01% | New | 28,871 | $1.2M |
| Falcon Wealth Planning | 0.12% | Reduce -14.4% | 28,593 | $1.2M |
| Carolina Wealth Advisors, LLC | 0.58% | Reduce -3.5% | 27,771 | $1.2M |
| Passive Capital Management, LLC. | 0.36% | Reduce -0.8% | 27,433 | $1.2M |
| NewEdge Advisors, LLC | 0.01% | Add +2.9% | 27,332 | $1.2M |
| IMA Advisory Services, Inc. | 0.12% | Reduce -0.0% | 27,132 | $1.2M |
| LTG Capital LLC | 0.98% | No change | 26,878 | $1.1M |
| McLean Asset Management Corp | 0.30% | Add +5.2% | 26,492 | $1.1M |
| Oakwell Private Wealth Management, LLC | 0.26% | No change | 26,422 | $1.1M |
| Leisure Capital Management | 0.42% | Add +0.7% | 26,055 | $1.1M |
| Nwam LLC | 0.06% | Add +202.7% | 25,861 | $1.1M |
| SeaCrest Wealth Management, LLC | 0.12% | Reduce -7.0% | 25,774 | $1.1M |
| Avestar Capital, LLC | 0.08% | Add +27.5% | 24,337 | $1.0M |
| James J. Burns & Company, LLC | 0.16% | Add +4.2% | 23,063 | $982K |
| L2 Asset Management, LLC | 0.16% | New | 22,604 | $963K |
| Fortress Wealth Management, Inc. | 0.46% | Reduce -2.1% | 22,311 | $950K |
| Cloud Capital Management, LLC | 0.59% | Add +0.2% | 22,098 | $949K |
| Creekside Partners | 0.44% | Add +0.2% | 21,988 | $936K |
| Envision Financial LLC | 0.62% | Reduce -0.3% | 21,809 | $929K |
| OneAscent Financial Services LLC | 0.07% | Reduce -50.0% | 21,704 | $924K |
| Bank of Montreal | 0.00% | Add +1.1% | 21,484 | $915K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -11.4% | 21,246 | $905K |
| Capital Insight Partners, LLC | 0.16% | Reduce -7.2% | 20,989 | $894K |
| eCIO, Inc. | 0.38% | Reduce -16.9% | 20,879 | $889K |
| Future Fund LLC | 0.39% | New | 20,633 | $879K |
| Moisand Fitzgerald Tamayo, LLC | 0.11% | Reduce -2.8% | 20,546 | $875K |
| ZynergyRetirementPlanningLLC | 0.58% | Add +13.5% | 20,344 | $866K |
| Marshall Financial Group Inc. | 0.26% | Reduce -1.1% | 20,339 | $866K |
| Aspen Investment Management Inc | 0.36% | Add +2.5% | 20,278 | $864K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +1.8% | 20,247 | $862K |
| Investment Partners Asset Management, Inc. | 0.58% | Add +1.7% | 19,694 | $839K |
| Index Fund Advisors, Inc. | 0.05% | Add +0.2% | 19,629 | $836K |
| Yoffe Investment Management, LLC | 1.13% | Add +0.0% | 19,337 | $824K |
| Fifth Third Securities, Inc. | 0.06% | Add +5.4% | 19,303 | $822K |
| Cresset Asset Management, LLC | 0.00% | Reduce -10.5% | 19,135 | $815K |
| Murphy & Mullick Capital Management Corp | 0.64% | Reduce -0.4% | 18,586 | $789K |
| Avior Wealth Management, LLC | 0.03% | Reduce -0.5% | 18,383 | $783K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +0.1% | 18,270 | $778K |
| Sand Hill Global Advisors, LLC | 0.03% | No change | 18,062 | $769K |
| Blue Barn Wealth, LLC | 0.36% | Reduce -0.6% | 18,074 | $767K |
| Lido Advisors, LLC | 0.00% | Add +26.2% | 17,865 | $761K |
| Tempus Wealth Planning, LLC | 0.19% | Add +5.2% | 17,696 | $754K |
| Peak Financial Management, Inc. | 0.21% | Reduce -6.4% | 17,399 | $741K |
| IFP Advisors, Inc | 0.02% | Add +31.2% | 17,330 | $738K |
| Clearview Wealth Advisors LLC | 0.50% | Reduce -2.6% | 17,016 | $725K |
| Altfest L J & Co. Inc. | 0.08% | Add +1.8% | 16,864 | $718K |
| Parkside Financial Bank & Trust | 0.07% | Reduce -0.1% | 16,301 | $694K |
| Argent Trust Co | 0.03% | No change | 15,831 | $674K |
| Composition Wealth, LLC | 0.01% | Add +0.1% | 15,815 | $674K |
| Factor Wealth Management LTD | 0.18% | Add +0.1% | 15,803 | $673K |
| Jackson Creek Investment Advisors LLC | 0.18% | Reduce -5.5% | 15,718 | $669K |
| Capital Analysts, LLC | 0.02% | Reduce -16.5% | 15,714 | $669K |
| Integrated Advisors Network LLC | 0.03% | Reduce -0.7% | 15,705 | $669K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -15.5% | 15,290 | $651K |
| Savvy Advisors, Inc. | 0.04% | Add +1.2% | 15,056 | $641K |
| SOL Capital Management CO | 0.06% | Reduce -5.7% | 15,040 | $641K |
| Collective Family Office LLC | 0.16% | Add +20.1% | 14,678 | $625K |
| Equitable Holdings, Inc. | 0.01% | Reduce -5.5% | 14,670 | $625K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -3.6% | 14,525 | $619K |
| Omega Financial Group, LLC | 0.22% | Reduce -3.9% | 14,258 | $607K |
| Susquehanna International Group, LLP | 0.00% | Reduce -88.5% | 14,183 | $604K |
| Farther Finance Advisors, LLC | 0.01% | Add +6.9% | 14,171 | $604K |
| K2 Financial Inc. | 0.52% | Add +6.2% | 13,974 | $595K |
| Koshinski Asset Management, Inc. | 0.04% | Reduce -1.4% | 13,640 | $581K |
| Fortis Capital Advisors, LLC | 0.10% | Reduce -46.3% | 13,450 | $573K |
| Belpointe Asset Management LLC | 0.02% | Reduce -46.3% | 13,450 | $573K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +4.7% | 13,416 | $571K |
| Ameriprise Financial Inc. | 0.00% | Add +8.1% | 13,220 | $563K |
| Northwest Capital Management Inc | 0.30% | Reduce -54.9% | 13,090 | $557K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +1.7% | 12,418 | $529K |
| Atria Investments, Inc | 0.01% | Reduce -1.6% | 12,264 | $522K |
| JPMorgan Chase & Co. | 0.00% | Add +13.4% | 12,199 | $520K |
| Essex Financial Services, Inc. | 0.03% | No change | 12,158 | $518K |
| Advisory Alpha, LLC | 0.02% | Add +0.5% | 12,111 | $516K |
| Private Wealth Management Group, LLC | 0.17% | Reduce -6.0% | 11,779 | $502K |
| Ritholtz Wealth Management | 0.01% | New | 11,770 | $501K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 11,741 | $500K |
| Blue Bell Private Wealth Management, LLC | 0.08% | Add +0.8% | 11,731 | $500K |
| Fidelis Capital Partners, LLC | 0.04% | No change | 11,373 | $494K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +7.4% | 11,545 | $492K |
| Simon Quick Advisors, LLC | 0.02% | No change | 11,533 | $491K |
| Lantz Financial LLC | 0.12% | Reduce -1.0% | 11,408 | $486K |
| Ifrah Financial Services, Inc. | 0.13% | Reduce -4.4% | 11,215 | $478K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +37.8% | 11,123 | $474K |
| May Hill Capital, LLC | 0.16% | Add +0.1% | 11,083 | $472K |
| Clearstead Advisors, LLC | 0.01% | Reduce -46.7% | 10,867 | $463K |
| Morris Financial Concepts, Inc. | 0.18% | Reduce -4.4% | 10,636 | $453K |
| Sachem Hill LLC | 0.09% | Reduce -3.9% | 10,571 | $450K |
| Calton & Associates, Inc. | 0.08% | Reduce -1.4% | 10,565 | $450K |
| Hardin Capital Partners, LLC | 0.26% | Add +0.0% | 10,558 | $448K |
| Life Planning Partners, Inc | 0.35% | Reduce -5.5% | 10,338 | $440K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 10,014 | $426K |
| Chesley Taft & Associates LLC | 0.02% | Add +3.5% | 9,925 | $423K |
| SVB Wealth LLC | 0.02% | New | 9,860 | $420K |
| Earned Wealth Advisors, LLC | 0.08% | Reduce -16.8% | 9,837 | $419K |
| Maseco LLP | 0.02% | — | 9,756 | $415K |
| Quantinno Capital Management LP | 0.00% | New | 9,721 | $414K |
| Mutual Advisors, LLC | 0.01% | Reduce -2.5% | 9,250 | $404K |
| Motco | 0.04% | Reduce -30.0% | 9,432 | $400K |
| Advisory Services Network, LLC | 0.01% | Add +4.1% | 9,429 | $400K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +59.3% | 9,169 | $391K |
| CWC Advisors, LLC. | 0.19% | Add +2.5% | 8,633 | $368K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -13.0% | 8,591 | $366K |
| Summit Financial Strategies, Inc. | 0.03% | Reduce -6.7% | 8,517 | $363K |
| International Private Wealth Advisors LLC | 0.31% | Reduce -0.5% | 8,370 | $356K |
| Busey Bank | 0.01% | No change | 8,293 | $353K |
| Seaside Wealth Management, Inc. | 0.11% | Reduce -3.2% | 7,857 | $335K |
| Allworth Financial LP | 0.00% | Reduce -10.2% | 7,721 | $329K |
| Pension & Wealth Management Advisors, Inc. | 0.11% | Reduce -48.7% | 7,497 | $319K |
| Vista Capital Partners, Inc. | 0.03% | Reduce -8.9% | 7,482 | $319K |
| Alpha Omega Wealth Management LLC | 0.06% | Reduce -1.9% | 7,341 | $313K |
| AE Wealth Management LLC | 0.00% | Reduce -5.4% | 7,326 | $312K |
| Geometric Wealth Advisors | 0.05% | Reduce -27.3% | 7,308 | $311K |
| Tranquility Partners, LLC | 0.11% | Reduce -1.4% | 7,001 | $298K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +16.3% | 6,919 | $295K |
| Obermeyer Wealth Partners | 0.01% | No change | 6,898 | $294K |
| Aspiring Ventures, LLC | 0.14% | Reduce -12.7% | 6,887 | $293K |
| MML Investors Services, LLC | 0.00% | Add +3.9% | 6,874 | $293K |
| White Lighthouse Investment Management Inc. | 0.05% | Reduce -5.4% | 6,873 | $293K |
| Quadrant Capital Group LLC | 0.01% | Reduce -88.3% | 6,870 | $293K |
| Empower Advisory Group, LLC | 0.00% | Add +9.8% | 6,857 | $292K |
| Sax Wealth Advisors, LLC | 0.02% | No change | 6,800 | $290K |
| Single Point Partners, LLC | 0.06% | Reduce -45.5% | 6,786 | $289K |
| Bradley Foster & Sargent Inc. | 0.00% | No change | 6,756 | $288K |
| Larson Financial Group LLC | 0.01% | Add +40.3% | 6,570 | $280K |
| MBL Wealth, LLC | 0.03% | No change | 6,500 | $277K |
| Cahill Financial Advisors Inc. | 0.03% | Add +0.2% | 6,479 | $276K |
| Uptown Financial Advisors LLC | 0.25% | Reduce -0.2% | 6,347 | $270K |
| IVC Wealth Advisors LLC | 0.13% | Reduce -29.0% | 6,336 | $270K |
| Payne Capital Management, LLC | 0.10% | Add +2.6% | 6,304 | $268K |
| Black Diamond Financial, LLC | 0.04% | Add +0.0% | 6,257 | $266K |
| Strive Asset Management, LLC | 0.15% | Reduce -71.0% | 6,021 | $256K |
| Port Capital LLC | 0.01% | No change | 6,000 | $256K |
| Procyon Advisors, LLC | 0.02% | Reduce -3.3% | 5,940 | $253K |
| Kathmere Capital Management, LLC | 0.02% | Reduce -33.6% | 5,852 | $249K |
| Vishria Bird Financial Group, LLC | 0.08% | No change | 5,822 | $248K |
| Asset Dedication, LLC | 0.02% | Add +0.0% | 5,717 | $243K |
| Brandywine Oak Private Wealth LLC | 0.02% | No change | 5,623 | $239K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | Reduce -2.0% | 5,557 | $237K |
| Aurelius Family Office LLC | 0.11% | New | 5,545 | $236K |
| Ieq Capital, LLC | 0.00% | New | 5,512 | $235K |
| Comprehensive Money Management Services LLC | 0.18% | Reduce -14.1% | 5,490 | $234K |
| Sensible Money, LLC | 0.09% | New | 5,315 | $226K |
| Berger Financial Group, Inc | 0.01% | New | 5,302 | $226K |
| Aptus Capital Advisors, LLC | 0.00% | Add +1.7% | 5,178 | $221K |
| Wilson & Boucher Capital Management, LLC | 0.15% | New | 5,150 | $219K |
| Parcion Private Wealth LLC | 0.02% | New | 5,139 | $219K |
| Aspen Grove Capital, LLC | 0.04% | New | 5,126 | $218K |
| Evanson Asset Management, LLC | 0.01% | New | 5,119 | $218K |
| Blair William & Co. | 0.00% | Add +148.2% | 5,093 | $217K |
| HRT Financial LP | 0.00% | Reduce -77.4% | 5,013 | $213K |
| CoreCap Advisors, LLC | 0.01% | Add +67.9% | 4,963 | $211K |
| North Forty Two & Co. | 0.22% | New | 4,917 | $209K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -1.4% | 4,880 | $208K |
| Tribridge Partners Financial LLC | 0.12% | — | 4,803 | $205K |
| Eaton Financial Holdings Company, LLC | 0.06% | New | 4,767 | $203K |
| Coordinated Financial Services, Inc. | 0.14% | — | 4,753 | $202K |
| Ballentine Capital Advisors, Inc | 0.10% | New | 4,729 | $201K |
| HHM Wealth Advisors, LLC | 0.02% | Reduce -12.4% | 4,715 | $201K |
| Richardson Capital Management LLC | 0.10% | Add +0.2% | 4,376 | $186K |
| Fifth Third Bancorp | 0.00% | Add +15310.7% | 4,315 | $184K |
| American Capital Advisory, LLC | 0.09% | Add +95.2% | 4,063 | $173K |
| Newton One Investments LLC | 0.05% | Add +0.2% | 3,798 | $162K |
| Creative Financial Designs Inc. | 0.01% | Reduce -3.4% | 3,727 | $159K |
| Comerica Bank | 0.00% | Reduce -1.4% | 3,630 | $155K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -25.8% | 3,509 | $149K |
| Franklin Resources Inc. | 0.00% | New | 3,420 | $146K |
| AlphaCore Capital LLC | 0.01% | Add +900.3% | 3,241 | $138K |
| Pinney & Scofield, Inc. | 0.09% | No change | 3,224 | $137K |
| Clearstead Trust, LLC | 0.03% | No change | 3,100 | $132K |
| Abound Wealth Management | 0.04% | Add +116.9% | 2,917 | $124K |
| Duncker Streett & Co. Inc. | 0.02% | Add +0.1% | 2,596 | $111K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -71.1% | 2,590 | $110K |
| Bellwether Advisors, LLC | 0.02% | No change | 2,515 | $107K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -8.1% | 2,458 | $105K |
| Versant Capital Management, Inc | 0.02% | Add +0.1% | 2,401 | $102K |
| Brown Brothers Harriman & Co. | 0.00% | New | 2,307 | $98K |
| Raleigh Capital Management Inc. | 0.04% | Reduce -14.1% | 2,185 | $93K |
| Smartleaf Asset Management LLC | 0.01% | Add +2.7% | 2,130 | $90K |
| Jackson Hole Capital Partners, LLC | 0.02% | No change | 2,010 | $86K |
| Access Investment Management LLC | 0.02% | — | 2,000 | $85K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -66.9% | 1,973 | $84K |
| GW&K Investment Management, LLC | 0.00% | Add +12.8% | 1,947 | $83K |
| Cranbrook Wealth Management, LLC | 0.02% | New | 1,766 | $75K |
| CVA Family Office, LLC | 0.01% | Reduce -29.9% | 1,659 | $71K |
| Ameritas Advisory Services, LLC | 0.00% | New | 1,578 | $67K |
| Arax Advisory Partners | 0.00% | New | 1,402 | $60K |
| Parallel Advisors, LLC | 0.00% | Add +1.6% | 1,369 | $58K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.2% | 1,355 | $58K |
| Clear Investment Research, LLC | 0.07% | No change | 1,348 | $57K |
| Howe & Rusling Inc. | 0.00% | Add +737.7% | 1,290 | $55K |
| SJS Investment Consulting Inc. | 0.01% | No change | 1,176 | $50K |
| Principal Securities, Inc. | 0.00% | Reduce -16.9% | 1,126 | $48K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 1,122 | $48K |
| First Community Trust NA | 0.03% | No change | 1,000 | $43K |
| Maryland Capital Advisors Inc. | 0.02% | No change | 972 | $41K |
| Brooklyn Investment Group | 0.01% | New | 944 | $40K |
| Atlantic Union Bankshares Corp | 0.00% | New | 936 | $40K |
| Godsey & Gibb, Inc. | 0.00% | New | 928 | $40K |
| MCF Advisors LLC | 0.00% | No change | 920 | $39K |
| Dunhill Financial, LLC | 0.01% | Add +351.8% | 890 | $38K |
| Fairway Wealth LLC | 0.01% | Reduce -1.5% | 879 | $37K |
| Harbour Investments, Inc. | 0.00% | Add +4.2% | 854 | $36K |
| Traub Capital Management LLC | 0.03% | — | 800 | $34K |
| Operose Advisors LLC | 0.01% | No change | 724 | $31K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +1209.1% | 720 | $31K |
| Cape Investment Advisory, Inc. | 0.01% | Add +28.7% | 664 | $28K |
| Proffitt & Goodson Inc. | 0.00% | No change | 654 | $28K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -19.4% | 652 | $28K |
| Citigroup Inc. | 0.00% | Reduce -99.3% | 640 | $27K |
| Front Row Advisors LLC | 0.01% | No change | 638 | $27K |
| Breakwater Investment Management | 0.01% | No change | 587 | $25K |
| GAMMA Investing LLC | 0.00% | New | 569 | $24K |
| Hantz Financial Services, Inc. | 0.00% | New | 527 | $22K |
| TFC Financial Management, Inc. | 0.00% | No change | 479 | $20K |
| Crewe Advisors LLC | 0.00% | New | 467 | $20K |
| Hoey Investments, Inc. | 0.00% | New | 450 | $19K |
| Kilter Group LLC | 0.01% | New | 416 | $18K |
| SYM FINANCIAL Corp | 0.00% | New | 415 | $18K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 378 | $16K |
| Assetmark, Inc. | 0.00% | Add +2076.5% | 370 | $16K |
| Transce3nd, LLC | 0.01% | Reduce -5.2% | 362 | $15K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 356 | $15K |
| Promus Capital, LLC | 0.01% | Add +30.3% | 340 | $14K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 340 | $14K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 331 | $14K |
| Whittier Trust Co. | 0.00% | Add +0.3% | 330 | $14K |
| Garde Capital, Inc. | 0.00% | No change | 328 | $14K |
| Beacon Capital Management, LLC | 0.00% | Add +0.3% | 313 | $13K |
| Pin Oak Investment Advisors Inc. | 0.01% | New | 378 | $13K |
| Mogy Joel R Investment Counsel Inc. | 0.00% | New | 303 | $13K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 300 | $13K |
| Financial Management Professionals, Inc. | 0.00% | No change | 293 | $12K |
| Curio Wealth, LLC | 0.01% | Add +28700.0% | 288 | $12K |
| Integrity Financial Corp | 0.00% | No change | 223 | $9K |
| Hamilton Point Investment Advisors, LLC | 0.00% | No change | 214 | $9K |
| Glenmede Investment Management, LP | 0.00% | — | 212 | $9K |
| GeoWealth Management, LLC | 0.00% | New | 211 | $9K |
| Grey Ledge Advisors, LLC | 0.00% | Add +2.5% | 204 | $9K |
| Key Financial Inc | 0.00% | No change | 198 | $8K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Reduce -3.7% | 182 | $8K |
| Bogart Wealth, LLC | 0.00% | Add +150.7% | 178 | $8K |
| TruNorth Capital Management, LLC | 0.00% | No change | 165 | $7K |
| Global Retirement Partners, LLC | 0.00% | — | 164 | $7K |
| Ridgewood Investments LLC | 0.00% | No change | 159 | $7K |
| Pittenger & Anderson Inc. | 0.00% | No change | 150 | $6K |
| Private Wealth Asset Management, LLC | 0.00% | New | 137 | $6K |
| Caldwell Trust Co | 0.00% | No change | 134 | $6K |
| JDM Financial Group LLC | 0.00% | No change | 131 | $6K |
| Princeton Global Asset Management LLC | 0.00% | No change | 128 | $5K |
| Lanark Financial, Inc. | 0.00% | No change | 122 | $5K |
| Christopher J. Hasenberg, Inc | 0.00% | New | 103 | $4K |
| Golden State Wealth Management, LLC | 0.00% | No change | 81 | $3K |
| Archer Investment Corp | 0.00% | No change | 80 | $3K |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -41.9% | 68 | $3K |
| Signaturefd, LLC | 0.00% | Add +226.3% | 62 | $3K |
| FSA Wealth Management LLC | 0.00% | No change | 61 | $3K |
| BNP Paribas Financial Markets | 0.00% | New | 54 | $2K |
| Pillar Financial Advisors, LLC | 0.00% | No change | 50 | $2K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 49 | $2K |
| Bfsg, LLC | 0.00% | No change | 43 | $2K |
| AdvisorNet Financial, Inc | 0.00% | No change | 42 | $2K |
| Highline Wealth Partners LLC | 0.00% | New | 40 | $2K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 38 | $2K |
| Addison Advisors LLC | 0.00% | New | 37 | $2K |
| Total Investment Management Inc. | 0.00% | New | 37 | $2K |
| Greykasell Wealth Strategies, Inc. | 0.00% | No change | 36 | $2K |
| Rothschild Investment LLC | 0.00% | No change | 31 | $1K |
| Salomon & Ludwin, LLC | 0.00% | No change | 30 | $1K |
| Rossby Financial, LCC | 0.00% | No change | 25 | $1K |
| Founders Financial Alliance, LLC | 0.00% | No change | 25 | $1K |
| Solstein Capital, LLC | 0.00% | New | 23 | $980 |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 21 | $894 |
| Graney & King, LLC | 0.00% | No change | 17 | $719 |
| Russell Investments Group, Ltd. | 0.00% | No change | 16 | $681 |
| Wolff Wiese Magana LLC | 0.00% | New | 13 | $554 |
| Sunbelt Securities, Inc. | 0.00% | No change | 13 | $462 |
| Oliver Lagore Vanvalin Investment Group | 0.00% | — | 12 | $431 |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 10 | $426 |
| EverSource Wealth Advisors, LLC | 0.00% | New | 10 | $426 |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -14.3% | 6 | $256 |
| Wagner Wealth Management, LLC | 0.00% | Reduce -97.7% | 5 | $221 |
| American National Bank & Trust | 0.00% | New | 5 | $213 |
| Paladin Advisory Group, LLC | 0.00% | New | 2 | $85 |
| NewSquare Capital LLC | 0.00% | No change | 2 | $85 |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 2 | $85 |
| Cordgrass Capital Advisors, LLC | 0.00% | New | 1 | $43 |
| Logan Capital Management Inc. | 0.00% | No change | 1 | $39 |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 11 | $0 |
| Keener Financial Planning LLC | 0.00% | No change | 17 | $0 |
| Wood Tarver Financial Group, LLC | 0.00% | No change | 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.