Schwab Intl Small-Cap EquitySCHCETF

13F holders, Q3 2025 (September 30)
457holders +14
50new positions
28sold out
1famous investor
$45.51avg. 13F price*

At the end of Q3 2025, 457 institutions reported holding Schwab Intl Small-Cap Equity (SCHC) in their 13F filings, up 14 from Q2 2025. 50 opened new positions and 28 sold out. The largest holders were Tiaa Trust, National Association ($165.0M), Savant Capital, LLC ($108.1M) and SageView Advisory Group, LLC ($87.2M). 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

0200400600 Q1 2024: 390Q1 2024Q2 2024: 385Q2 2024Q3 2024: 394Q3 2024Q4 2024: 423Q4 2024Q1 2025: 419Q1 2025Q2 2025: 443Q2 2025Q3 2025: 457Q3 2025Q4 2025: 495Q4 2025Q1 2026: 495Q1 2026Q2 2026: 525Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions50$27.7M
Exits28$11.4M

All 13F filers, Q2 2025 → Q3 2025: 2,670,257 shares bought and 33,471,241 shares sold, net −30,800,984 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 457 holders

Tiaa Trust, National Association 0.40% Add +6.0% 3,626,527 $165.0M
Savant Capital, LLC 0.66% Add +3.3% 2,376,292 $108.1M
SageView Advisory Group, LLC 3.01% Reduce -0.5% 1,915,256 $87.2M
BlackRock, Inc. 0.00% Add +14.3% 1,567,721 $71.3M
McAdam, LLC 3.25% Add +6.9% 1,447,942 $65.9M
PNC Financial Services Group, Inc. 0.04% Reduce -5.2% 1,430,299 $65.1M
Creative Planning 0.04% Reduce -0.0% 1,232,922 $56.1M
State Street Corp. 0.00% Reduce -10.5% 1,187,048 $54.0M
Mather Group, Llc. 0.51% Reduce -5.3% 1,099,304 $50.0M
Focus Partners Wealth 0.07% Reduce -4.6% 953,388 $43.4M
Johnson Financial Group, LLC 3.29% Add +3.4% 791,102 $36.0M
Choreo, LLC 0.45% Reduce -2.8% 765,031 $34.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.67% Add +4.2% 728,102 $33.1M
Envestnet Asset Management Inc. 0.01% Add +2.7% 715,828 $32.6M
Jones Financial Companies LLLP 0.02% Add +11.8% 686,116 $31.0M
Pure Financial Advisors, LLC 0.44% Reduce -0.6% 613,387 $27.9M
Corient Private Wealth LP 0.04% Reduce -98.1% 613,026 $27.9M
GHP Investment Advisors, Inc. 0.90% Reduce -0.4% 468,694 $21.3M
Charles Schwab Trust Co 1.25% Add +7.1% 404,711 $18.4M
Redwood Investment Management, LLC 1.99% Reduce -22.7% 403,635 $18.4M
UBS Group AG 0.00% Add +19.2% 395,862 $18.0M
Captrust Financial Advisors 0.04% Reduce -3.0% 395,430 $18.0M
CSM Advisors, LLC 0.50% No change 391,600 $17.8M
JFG Wealth Management, LLC 3.37% Reduce -3.7% 378,624 $17.2M
Vise Technologies, Inc. 0.63% Reduce -0.8% 371,241 $16.9M
Tradewinds Capital Management, LLC 3.62% Add +734.8% 353,728 $16.1M
Tortoise Investment Management, LLC 1.40% Reduce -0.3% 345,311 $15.7M
Rockbridge Investment Management, LCC 1.43% Reduce -5.8% 318,096 $14.5M
Nicholas Hoffman & Company, LLC. 0.31% Add +1.6% 280,726 $12.8M
White & Co Financial Planning Inc 9.15% Reduce -4.0% 266,930 $12.1M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -1.1% 264,121 $12.1M
Vident Advisory, LLC 0.11% Reduce -2.5% 237,703 $10.8M
Northwestern Mutual Wealth Management Co. 0.01% Add +5.0% 234,577 $10.7M
Goldman Sachs Group Inc. 0.00% Reduce -24.0% 233,507 $10.6M
Summit Financial, LLC 0.16% Add +11.8% 232,433 $10.6M
Cetera Investment Advisers 0.01% Add +7.6% 229,389 $10.4M
Morgan Stanley 0.00% Add +9.8% 228,911 $10.4M
Hancock Whitney Corp. 0.18% Add +35.1% 220,009 $10.0M
Raymond James Financial Inc. 0.00% Add +160.4% 203,922 $9.3M
Main Street Financial Solutions, LLC 0.59% Add +1.2% 201,768 $9.2M
Brooklyn FI, LLC 2.06% Add +69.2% 200,732 $9.2M
Transamerica Financial Advisors, LLC 0.72% Add +0.4% 190,534 $8.7M
Clearwater Capital Advisors, LLC 0.73% Reduce -0.7% 187,171 $8.5M
Fort Vancouver Investment Management, LLC 4.73% Add +2.3% 187,153 $8.5M
Brand Asset Management Group, Inc. 2.33% Add +3.6% 182,236 $8.3M
Moneta Group Investment Advisors LLC 0.06% Reduce -0.6% 178,710 $8.1M
Wells Fargo & Company 0.00% Add +0.1% 177,566 $8.1M
HighTower Advisors, LLC 0.01% Add +0.1% 176,422 $8.0M
West Paces Advisors Inc. 1.58% Reduce -2.0% 173,908 $7.9M
Courage Miller Partners, LLC 2.37% Reduce -5.8% 174,090 $7.9M
Strategic Financial Planning, Inc. 4.55% Reduce -5.5% 172,602 $7.9M
Procyon Advisors, LLC 0.46% Add +2767.5% 170,330 $7.8M
Mission Wealth Management, LP 0.16% Add +0.1% 169,478 $7.7M
Perigon Wealth Management, LLC 0.15% Add +6.1% 165,693 $7.5M
Rialto Wealth Management, LLC 1.94% Reduce -10.2% 164,820 $7.5M
Valmark Advisers, Inc. 0.09% Add +17.6% 160,861 $7.3M
Wedmont Private Capital 0.26% Reduce -0.1% 153,109 $7.0M
Stewardship Advisors, LLC 1.63% Reduce -1.9% 151,641 $6.9M
Beaird Harris Wealth Management, LLC 0.48% Reduce -1.9% 147,584 $6.7M
Keyvantage Wealth, LLC 2.76% Reduce -1.1% 144,436 $6.6M
Prime Capital Investment Advisors, LLC 0.08% Reduce -0.5% 143,506 $6.5M
Fund Evaluation Group, LLC 0.24% Reduce -0.3% 143,397 $6.5M
Divergent Planning, LLC 1.65% Add +3.1% 134,925 $6.2M
Kathleen S. Wright Associates Inc. 2.15% Add +0.8% 127,093 $5.8M
Royal Bank of Canada 0.00% Reduce -11.2% 122,890 $5.6M
FMR LLC 0.00% Add +4.0% 117,629 $5.4M
Financially Speaking Inc 3.41% New 113,953 $5.2M
Brucke Financial, Inc. 3.02% Add +5.0% 113,969 $5.2M
Ashton Thomas Securities, LLC 0.72% Add +161.3% 113,102 $5.1M
Archer Investment Management, LLC 3.11% New 111,182 $5.1M
Asset Allocation Strategies LLC 1.00% Add +24.3% 110,618 $5.0M
Compound Planning, Inc. 0.16% Reduce -12.7% 108,379 $4.9M
Osaic Holdings, Inc. 0.01% Reduce -12.7% 105,460 $4.8M
Robinswood Financial LLC 1.60% Reduce -3.0% 105,143 $4.8M
Traveka Wealth, LLC 2.13% Reduce -6.3% 104,827 $4.8M
Bell Investment Advisors, Inc 0.78% Add +1.9% 104,534 $4.8M
LPL Financial LLC 0.00% Reduce -11.4% 102,026 $4.6M
Upper Left Wealth Management, LLC 2.86% Reduce -6.0% 100,211 $4.6M
Columbus Macro, LLC 0.52% Reduce -1.2% 99,929 $4.5M
Modern Wealth Management, LLC 0.08% New 91,643 $4.2M
Cerity Partners LLC 0.01% Reduce -3.0% 91,110 $4.1M
World Investment Advisors 0.08% Reduce -1.9% 90,185 $4.1M
Seven Springs Wealth Group, LLC 1.01% Reduce -0.8% 90,005 $4.1M
Foster Victor Wealth Advisors, LLC 0.25% Reduce -4.6% 87,054 $4.0M
Patriot Investment Management Group, Inc. 0.26% Reduce -2.2% 87,823 $4.0M
Focus Partners Advisor Solutions, LLC 0.04% Add +16.2% 87,358 $4.0M
St. Louis Trust Co 0.49% Add +3.8% 86,541 $3.9M
Mariner, LLC 0.01% Add +19.9% 85,888 $3.9M
Evergreen Capital Management LLC 0.09% Reduce -14.6% 85,566 $3.9M
Elmwood Wealth Management, Inc. 1.32% Add +3.6% 81,943 $3.7M
HBK Sorce Advisory LLC 0.09% Add +1.1% 81,396 $3.7M
Ameriprise Financial Inc. 0.00% Add +511.9% 80,897 $3.7M
Bank of America Corp. 0.00% Add +46.6% 80,149 $3.6M
Valley National Advisers Inc. 0.55% Reduce -10.6% 78,112 $3.6M
Cornerstone Wealth Advisors, Inc. 0.84% Reduce -3.2% 76,263 $3.5M
Morton Brown Family Wealth, LLC 0.98% Reduce -1.0% 74,816 $3.4M
Texas Yale Capital Corp. 0.11% Add +1.4% 74,707 $3.4M
American Century Companies Inc. 0.00% Add +23.6% 73,654 $3.4M
Northern Trust Corp. 0.00% No change 73,596 $3.3M
Integrated Wealth Concepts LLC 0.03% Add +4.7% 73,537 $3.3M

"% 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.

Show all 457 holders