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
Signal Tree Financial Partners LLC 2.50% Reduce -9.3% 69,045 $3.2M
BCS Wealth Management 0.70% Add +0.0% 68,301 $3.1M
Stifel Financial Corp. 0.00% Reduce -2.8% 68,261 $3.1M
Aire Advisors, LLC 0.54% Reduce -1.1% 64,989 $3.0M
Invesco Ltd. 0.00% Reduce -0.4% 62,161 $2.8M
Commonwealth Equity Services, LLC 0.00% Add +25.6% 61,851 $2.8M
Natixis Advisors, LLC 0.00% Add +24.0% 61,318 $2.8M
Manske Wealth Management 0.84% Reduce -6.0% 60,398 $2.7M
Coldstream Capital Management Inc. 0.04% Reduce -2.5% 59,583 $2.7M
Noble Family Wealth, LLC 0.56% Add +1.1% 55,810 $2.5M
Abacus Planning Group, Inc. 0.35% Reduce -0.4% 55,290 $2.5M
Modera Wealth Management, LLC 0.03% Reduce -0.7% 53,416 $2.4M
Carter Financial Group, INC. 1.41% Add +2.4% 51,145 $2.3M
Kohmann Bosshard Financial Services, LLC 0.24% Reduce -36.0% 50,413 $2.3M
Colony Family Offices, LLC 0.59% Reduce -14.1% 50,105 $2.3M
Shakespeare Wealth Management, LLC 0.51% Reduce -3.2% 48,957 $2.2M
Beckerman Institutional, LLC 1.25% Add +11.9% 46,736 $2.1M
Grove Street Fiduciary, LLC 1.00% Reduce -10.1% 46,362 $2.1M
Braun-Bostich & Associates Inc. 1.30% Reduce -3.2% 45,465 $2.1M
Stone Summit Wealth LLC 0.57% Add +1.4% 44,004 $2.0M
Christensen, King & Associates Investment Services, Inc. 0.85% Reduce -1.5% 43,669 $2.0M
CENTRAL TRUST Co 0.04% Reduce -1.9% 42,548 $1.9M
HORAN Wealth, LLC 0.29% Reduce -0.7% 41,125 $1.9M
Embree Financial Group 0.25% Reduce -16.7% 40,579 $1.8M
TD Waterhouse Canada Inc. 0.01% New 39,674 $1.8M
Forvis Mazars Wealth Advisors, LLC 0.04% Reduce -1.9% 39,610 $1.8M
Elevation Wealth Partners, LLC 0.64% Reduce -1.7% 39,250 $1.8M
Cabot Wealth Management Inc. 0.20% Add +32.6% 39,164 $1.8M
Walkner Condon Financial Advisors LLC 0.28% Add +0.3% 38,650 $1.8M
One Capital Management, LLC 0.06% Reduce -18.9% 38,475 $1.8M
MAI Capital Management 0.01% Add +0.1% 38,056 $1.7M
American Financial & Tax Strategies Inc. 0.85% Reduce -1.7% 37,314 $1.7M
Financial Engines Advisors L.L.C. 0.00% Reduce -1.7% 36,721 $1.7M
Mercer Global Advisors Inc. 0.00% Add +11.1% 36,011 $1.6M
Fonville Wealth Management LLC 0.37% Add +0.2% 35,725 $1.6M
Act Wealth Management, LLC 0.57% Reduce -1.1% 35,595 $1.6M
Citadel Advisors 0.00% New 35,178 $1.6M
Focus Financial Network, Inc. 0.06% Add +6.1% 34,942 $1.6M
Hexagon Capital Partners LLC 0.31% Add +13.6% 34,505 $1.6M
US Bancorp \de 0.00% Reduce -0.2% 34,354 $1.6M
Guardian Financial Partners, LLC 0.65% Reduce -0.6% 33,672 $1.5M
Dopkins Wealth Management, LLC 0.64% Reduce -13.8% 33,354 $1.5M
Integris Wealth Management, LLC 0.36% Reduce -19.6% 32,899 $1.5M
Eagle Harbor Asset Management Inc. 1.30% Reduce -2.7% 32,887 $1.5M
Oarsman Capital, Inc. 0.21% Add +11.2% 32,423 $1.5M
Foster Group, Inc. 0.04% No change 30,800 $1.4M
Commerce Bank 0.01% Reduce -0.9% 30,629 $1.4M
NorthCrest Asset Manangement, LLC 0.03% Add +2.4% 30,424 $1.4M
Private Advisor Group, LLC 0.01% Add +4.5% 30,172 $1.4M
Wealth Architects, LLC 0.13% Reduce -1.6% 29,910 $1.4M
NewEdge Advisors, LLC 0.01% Add +8.4% 29,631 $1.3M
Strategic Family Wealth Counselors, L.L.C. 0.34% Add +0.3% 29,162 $1.3M
Falcon Wealth Planning 0.12% Reduce -0.1% 28,556 $1.3M
IMA Advisory Services, Inc. 0.13% Add +5.0% 28,478 $1.3M
Seneca Financial Advisors LLC 0.42% Reduce -29.4% 28,440 $1.3M
25 LLC 0.44% Reduce -6.2% 28,431 $1.3M
Cwm, LLC 0.00% Reduce -24.4% 27,933 $1.3M
LTG Capital LLC 0.96% No change 26,878 $1.2M
Oakwell Private Wealth Management, LLC 0.24% Reduce -0.2% 26,374 $1.2M
Leisure Capital Management 0.40% Reduce -0.5% 25,929 $1.2M
Nwam LLC 0.06% Reduce -0.2% 25,820 $1.2M
SeaCrest Wealth Management, LLC 0.12% Reduce -1.7% 25,347 $1.2M
Cresset Asset Management, LLC 0.00% Add +26.6% 24,235 $1.1M
Avestar Capital, LLC 0.08% Reduce -2.0% 23,842 $1.1M
James J. Burns & Company, LLC 0.15% Reduce -1.8% 22,660 $1.0M
Fortress Wealth Management, Inc. 0.45% Add +0.0% 22,313 $1.0M
EverSource Wealth Advisors, LLC 0.04% Add +222880.0% 22,298 $1.0M
Schwallier Wealth Management LLC 0.63% New 22,119 $1.0M
Cloud Capital Management, LLC 0.53% No change 22,098 $1.0M
Creekside Partners 0.44% No change 21,988 $1.0M
Envision Financial LLC 0.55% Reduce -4.0% 20,929 $952K
Future Fund LLC 0.33% No change 20,633 $939K
Aspen Investment Management Inc 0.36% Add +1.5% 20,578 $937K
United Capital Financial Advisors, LLC 0.01% Reduce -3.3% 20,545 $935K
ZynergyRetirementPlanningLLC 0.59% Add +0.8% 20,510 $933K
OneAscent Financial Services LLC 0.06% Reduce -6.1% 20,379 $927K
Marshall Financial Group Inc. 0.25% No change 20,339 $926K
Moisand Fitzgerald Tamayo, LLC 0.11% Reduce -2.7% 19,995 $910K
Sand Hill Global Advisors, LLC 0.03% Add +10.1% 19,894 $905K
IFP Advisors, Inc 0.02% Add +13.6% 19,688 $896K
Capital Insight Partners, LLC 0.15% Reduce -6.9% 19,547 $890K
Index Fund Advisors, Inc. 0.04% Reduce -0.5% 19,537 $889K
Fifth Third Securities, Inc. 0.06% Add +0.7% 19,434 $884K
Yoffe Investment Management, LLC 1.14% No change 19,337 $880K
Investment Partners Asset Management, Inc. 0.58% Reduce -1.8% 19,334 $880K
McLean Asset Management Corp 0.18% Reduce -27.9% 19,094 $879K
Tempus Wealth Planning, LLC 0.20% Add +8.8% 19,244 $876K
Vestmark Advisory Solutions, Inc. 0.02% Add +4.9% 19,172 $873K
HB Wealth Management, LLC 0.01% New 18,956 $863K
eCIO, Inc. 0.32% Reduce -10.1% 18,774 $854K
Murphy & Mullick Capital Management Corp 0.63% No change 18,586 $846K
Beacon Pointe Advisors, LLC 0.01% Reduce -8.9% 18,452 $840K
Avior Wealth Management, LLC 0.03% Reduce -0.0% 18,376 $836K
Clearview Wealth Advisors LLC 0.53% Add +6.5% 18,120 $825K
Blue Barn Wealth, LLC 0.36% Reduce -1.5% 17,808 $810K
Vawter Financial, Ltd. 0.36% New 17,353 $790K
Diversify Wealth Management, LLC 0.04% New 17,078 $773K
Altfest L J & Co. Inc. 0.09% Reduce -0.5% 16,778 $764K
Factor Wealth Management LTD 0.19% Add +5.0% 16,588 $755K
Quantinno Capital Management LP 0.00% Add +68.2% 16,355 $744K
Collective Family Office LLC 0.18% Add +11.4% 16,352 $744K
Parkside Financial Bank & Trust 0.06% No change 16,301 $742K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -44.7% 16,223 $738K
Bank of Montreal 0.00% Reduce -25.1% 16,082 $732K
Capital Analysts, LLC 0.02% Add +2.1% 16,037 $730K
Lido Advisors, LLC 0.00% Reduce -10.4% 16,009 $729K
Argent Trust Co 0.03% No change 15,831 $720K
Composition Wealth, LLC 0.01% No change 15,815 $720K
Sequoia Financial Advisors, LLC 0.00% Add +2.6% 15,689 $714K
Peak Financial Management, Inc. 0.19% Reduce -11.2% 15,455 $703K
Integrated Advisors Network LLC 0.03% Reduce -1.9% 15,408 $701K
K2 Financial Inc. 0.56% Add +11.0% 15,505 $701K
J.W. Cole Advisors, Inc. 0.01% Add +14.1% 15,301 $696K
Passive Capital Management, LLC. 0.22% Reduce -45.5% 14,956 $681K
SOL Capital Management CO 0.06% Reduce -1.7% 14,790 $673K
Equitable Holdings, Inc. 0.00% Reduce -0.6% 14,586 $664K
Wealthcare Advisory Partners LLC 0.01% Reduce -1.1% 14,364 $654K
Omega Financial Group, LLC 0.21% Reduce -2.3% 13,926 $634K
Nations Financial Group Inc, /Ia/ 0.04% New 13,707 $624K
Savvy Advisors, Inc. 0.03% Reduce -10.0% 13,557 $617K
Farther Finance Advisors, LLC 0.01% Reduce -4.4% 13,551 $617K
Advisory Alpha, LLC 0.02% Add +8.1% 13,097 $597K
Fortis Capital Advisors, LLC 0.09% Reduce -4.2% 12,886 $586K
Belpointe Asset Management LLC 0.02% Reduce -4.2% 12,886 $586K
JPMorgan Chase & Co. 0.00% Add +4.7% 12,770 $581K
Kestra Private Wealth Services, LLC 0.01% Add +0.7% 12,506 $569K
Simplicity Wealth,LLC 0.03% New 12,318 $561K
Essex Financial Services, Inc. 0.03% No change 12,158 $553K
Orion Porfolio Solutions, LLC 0.00% Add +3.7% 11,970 $545K
Dorsey & Whitney Trust CO LLC 0.03% No change 11,741 $534K
Private Wealth Management Group, LLC 0.15% Reduce -0.6% 11,704 $533K
Blue Bell Private Wealth Management, LLC 0.08% Reduce -1.1% 11,597 $528K
Simon Quick Advisors, LLC 0.02% No change 11,533 $525K
Lantz Financial LLC 0.11% No change 11,408 $519K
Fidelis Capital Partners, LLC 0.04% No change 11,373 $518K
Northwest Capital Management Inc 0.52% Reduce -16.6% 10,920 $497K
Concurrent Investment Advisors, LLC 0.01% Reduce -1.9% 10,907 $496K
Ritholtz Wealth Management 0.01% Reduce -7.5% 10,882 $495K
Ifrah Financial Services, Inc. 0.13% Reduce -3.4% 10,831 $493K
Koshinski Asset Management, Inc. 0.04% Reduce -20.7% 10,821 $492K
Hardin Capital Partners, LLC 0.26% No change 10,558 $480K
Morris Financial Concepts, Inc. 0.17% Reduce -1.6% 10,461 $476K
Life Planning Partners, Inc 0.34% No change 10,338 $470K
Chesley Taft & Associates LLC 0.02% Add +3.7% 10,296 $469K
May Hill Capital, LLC 0.14% Reduce -7.9% 10,209 $465K
Mill Creek Capital Advisors, LLC 0.01% No change 10,014 $456K
Sachem Hill LLC 0.09% Reduce -9.2% 9,596 $437K
Krilogy Financial LLC 0.02% New 9,587 $428K
Advisory Services Network, LLC 0.01% Reduce -0.6% 9,374 $427K
RFG Advisory, LLC 0.01% New 9,340 $425K
AE Wealth Management LLC 0.00% Add +26.8% 9,286 $423K
Mutual Advisors, LLC 0.01% Reduce -1.1% 9,151 $420K
Atria Investments, Inc 0.00% Reduce -24.9% 9,208 $419K
Fifth Third Wealth Advisors LLC 0.02% No change 9,169 $417K
Clearstead Advisors, LLC 0.01% Reduce -16.9% 9,026 $411K
Earned Wealth Advisors, LLC 0.07% Reduce -9.3% 8,921 $406K
International Private Wealth Advisors LLC 0.25% Add +6.3% 8,894 $405K
Flaharty Asset Management, LLC 0.05% New 8,892 $405K
Eaton Financial Holdings Company, LLC 0.11% Add +84.6% 8,801 $401K
O'shaughnessy Asset Management, LLC 0.00% Add +1.7% 8,739 $398K
CWC Advisors, LLC. 0.19% No change 8,633 $393K
Motco 0.04% Reduce -9.6% 8,530 $388K
Gilbert & Cook, Inc. 0.05% New 8,326 $379K
Busey Bank 0.01% No change 8,293 $377K
Berger Financial Group, Inc 0.02% Add +52.7% 8,097 $369K
Summit Financial Strategies, Inc. 0.03% Reduce -5.3% 8,068 $367K
Seaside Wealth Management, Inc. 0.11% Reduce -0.8% 7,790 $355K
IVC Wealth Advisors LLC 0.16% Add +22.7% 7,776 $354K
Worth Asset Management, LLC 0.16% New 7,760 $353K
Allworth Financial LP 0.00% Reduce -0.5% 7,681 $350K
Geometric Wealth Advisors 0.04% Add +1.2% 7,393 $336K
HRT Financial LP 0.00% Add +42.7% 7,155 $325K
Alpha Omega Wealth Management LLC 0.05% Reduce -3.3% 7,099 $323K
White Lighthouse Investment Management Inc. 0.05% Add +1.5% 6,975 $317K
Pension & Wealth Management Advisors, Inc. 0.10% Reduce -7.1% 6,962 $317K
Dynamic Advisor Solutions LLC 0.01% Add +0.0% 6,920 $315K
Obermeyer Wealth Partners 0.01% No change 6,898 $314K
Vista Capital Partners, Inc. 0.03% Reduce -7.9% 6,888 $313K
Tranquility Partners, LLC 0.11% Reduce -2.1% 6,853 $312K
Larson Financial Group LLC 0.01% Add +4.0% 6,830 $311K
Sax Wealth Advisors, LLC 0.02% No change 6,800 $309K
Bradley Foster & Sargent Inc. 0.00% No change 6,756 $307K
Single Point Partners, LLC 0.06% Reduce -0.6% 6,748 $307K
Aspiring Ventures, LLC 0.11% Reduce -2.6% 6,707 $305K
Payne Capital Management, LLC 0.10% Add +6.0% 6,682 $304K
Asset Dedication, LLC 0.02% Add +14.3% 6,537 $297K
MBL Wealth, LLC 0.03% No change 6,500 $296K
Cahill Financial Advisors Inc. 0.03% No change 6,479 $295K
MML Investors Services, LLC 0.00% Reduce -7.2% 6,377 $290K
Uptown Financial Advisors LLC 0.25% No change 6,347 $289K
Empower Advisory Group, LLC 0.00% Reduce -8.6% 6,268 $285K
Blair William & Co. 0.00% Add +20.7% 6,149 $280K
Port Capital LLC 0.01% No change 6,000 $273K
Kathmere Capital Management, LLC 0.02% No change 5,852 $266K
Axxcess Wealth Management, LLC 0.01% New 5,849 $266K
Vishria Bird Financial Group, LLC 0.05% No change 5,822 $265K
Carolina Wealth Advisors, LLC 0.11% Reduce -79.3% 5,763 $262K
Black Diamond Financial, LLC 0.03% Reduce -9.6% 5,659 $258K
Quadrant Capital Group LLC 0.01% Reduce -17.9% 5,644 $257K
Brandywine Oak Private Wealth LLC 0.02% No change 5,623 $256K
Ieq Capital, LLC 0.00% No change 5,512 $251K
Comprehensive Money Management Services LLC 0.18% No change 5,490 $250K
Alesco Advisors, LLC, An ESL Co 0.01% Reduce -1.7% 5,464 $249K
Aurelius Family Office LLC 0.11% Reduce -2.1% 5,428 $247K
Kestra Advisory Services, LLC 0.00% New 5,361 $244K
Aptus Capital Advisors, LLC 0.00% Add +0.9% 5,225 $238K
Parcion Private Wealth LLC 0.01% Add +0.5% 5,165 $235K
Truist Financial Corp. 0.00% New 5,135 $234K
Aspen Grove Capital, LLC 0.04% No change 5,126 $233K
Evanson Asset Management, LLC 0.01% No change 5,119 $233K
North Forty Two & Co. 0.22% Add +2.0% 5,017 $228K
Sensible Money, LLC 0.08% Reduce -6.3% 4,979 $227K
Tribridge Partners Financial LLC 0.10% No change 4,803 $219K
Wilson & Boucher Capital Management, LLC 0.14% Reduce -7.8% 4,750 $216K
HHM Wealth Advisors, LLC 0.02% No change 4,715 $215K
Ballentine Capital Advisors, Inc 0.09% Reduce -0.4% 4,709 $214K
Zhang Financial LLC 0.01% New 4,648 $212K
Brickley Wealth Management 0.04% New 4,624 $210K
Parkshore Wealth Management, Inc. 0.09% New 4,623 $210K
Manuka Financial, LLC 0.13% New 4,597 $209K
Accredited Investors Inc. 0.01% New 4,587 $209K
First National Bank of Mount Dora, Trust Investment Services 0.05% New 4,500 $205K
Ironsides Asset Advisors, LLC 0.05% New 4,490 $204K
Coordinated Financial Services, Inc. 0.13% Reduce -6.1% 4,461 $203K
Destination Wealth Management 0.01% New 4,398 $200K
Avidian Wealth Enterprises, LLC 0.01% New 4,397 $200K
American Capital Advisory, LLC 0.09% Add +0.3% 4,074 $185K
CIBC Private Wealth Group LLC 0.00% Reduce -20.9% 3,858 $176K
Creative Financial Designs Inc. 0.01% Reduce -1.6% 3,666 $167K
Comerica Bank 0.00% Reduce -0.8% 3,599 $164K
AlphaCore Capital LLC 0.01% Add +10.9% 3,595 $164K
Franklin Resources Inc. 0.00% No change 3,420 $156K
Pinney & Scofield, Inc. 0.09% No change 3,224 $147K
CoreCap Advisors, LLC 0.01% Reduce -38.2% 3,067 $140K
Principal Securities, Inc. 0.00% Add +169.7% 3,037 $138K
Clearstead Trust, LLC 0.02% Reduce -2.8% 3,012 $137K
Wealthspire Advisors, LLC 0.00% New 2,809 $128K
National Bank of Canada 0.00% New 2,768 $126K
Bartlett & Co. Wealth Management LLC 0.00% Add +3.2% 2,673 $122K
Fifth Third Bancorp 0.00% Reduce -39.7% 2,601 $118K
Duncker Streett & Co. Inc. 0.02% No change 2,596 $118K
Steward Partners Investment Advisory, LLC 0.00% No change 2,458 $112K
Versant Capital Management, Inc 0.01% No change 2,401 $109K
Raleigh Capital Management Inc. 0.04% Add +5.5% 2,305 $105K
Brown Brothers Harriman & Co. 0.00% Reduce -0.5% 2,296 $104K
Smartleaf Asset Management LLC 0.01% Add +6.0% 2,257 $102K
Blue Trust, Inc. 0.00% New 2,056 $94K
Harbour Investments, Inc. 0.00% Add +139.3% 2,044 $93K
Jackson Hole Capital Partners, LLC 0.02% No change 2,010 $91K
Access Investment Management LLC 0.02% No change 2,000 $91K
GW&K Investment Management, LLC 0.00% Add +0.1% 1,948 $89K
Newton One Investments LLC 0.02% Reduce -51.7% 1,835 $84K
Cranbrook Wealth Management, LLC 0.02% No change 1,766 $80K
Root Financial Partners, LLC 0.00% New 1,689 $77K
CVA Family Office, LLC 0.01% Add +1.4% 1,682 $77K
Russell Investments Group, Ltd. 0.00% Add +9175.0% 1,484 $68K
Chapman Financial Group, LLC 0.04% New 1,391 $63K
JFS Wealth Advisors, LLC 0.00% No change 1,355 $62K
Abound Wealth Management 0.02% Reduce -53.8% 1,349 $61K
Rockefeller Capital Management L.P. 0.00% New 1,300 $59K
GPS Wealth Strategies Group, LLC 0.01% Add +80.6% 1,300 $59K
MCF Advisors LLC 0.00% Add +36.9% 1,259 $57K
Clear Investment Research, LLC 0.08% Reduce -7.0% 1,253 $57K
Parallel Advisors, LLC 0.00% Reduce -12.9% 1,192 $54K
SJS Investment Consulting Inc. 0.01% No change 1,176 $54K
Cardiff Park Advisors, LLC 0.00% No change 1,122 $51K
Howe & Rusling Inc. 0.00% Reduce -14.3% 1,106 $50K
Citigroup Inc. 0.00% Add +59.8% 1,023 $47K
Abich Financial Wealth Management LLC 0.02% — 1,019 $46K
First Community Trust NA 0.04% No change 1,000 $46K
Maryland Capital Advisors Inc. 0.02% No change 972 $44K
Operose Advisors LLC 0.01% Add +30.9% 948 $43K
Atlantic Union Bankshares Corp 0.00% No change 936 $43K
Dunhill Financial, LLC 0.01% No change 890 $41K
Fairway Wealth LLC 0.01% No change 879 $40K
Palisade Asset Management, LLC 0.00% New 680 $31K
Front Row Advisors LLC 0.01% No change 638 $29K
Geneos Wealth Management Inc. 0.00% Reduce -5.5% 616 $28K
Kilter Group LLC 0.01% Add +47.1% 612 $28K
Breakwater Investment Management 0.01% No change 587 $27K
GAMMA Investing LLC 0.00% No change 569 $26K
Proffitt & Goodson Inc. 0.00% Reduce -14.5% 559 $25K
TFC Financial Management, Inc. 0.00% No change 479 $22K
Crewe Advisors LLC 0.00% No change 467 $21K
Hoey Investments, Inc. 0.00% No change 450 $20K
Ameritas Advisory Services, LLC 0.00% Reduce -72.0% 442 $20K
Hantz Financial Services, Inc. 0.00% Reduce -20.7% 418 $19K
Assetmark, Inc. 0.00% Add +10.3% 408 $19K
Plante Moran Financial Advisors, LLC 0.00% No change 378 $17K
DHJJ Financial Advisors, Ltd. 0.01% No change 356 $16K
Pin Oak Investment Advisors Inc. 0.01% Reduce -7.9% 348 $16K
PFS Partners, LLC 0.01% New 346 $16K
Promus Capital, LLC 0.01% No change 340 $15K
Strategic Wealth Partners, Ltd. 0.00% No change 340 $15K
Whittier Trust Co. 0.00% No change 330 $15K
Cullen/Frost Bankers, Inc. 0.00% Add +1390.5% 313 $14K
Game Plan Financial Advisors, LLC 0.01% No change 300 $14K
Curio Wealth, LLC 0.01% No change 288 $13K
Bogart Wealth, LLC 0.00% Add +56.2% 278 $13K
Financial Consulate, Inc. 0.00% New 245 $11K
Integrity Financial Corp 0.00% No change 223 $10K
Mogy Joel R Investment Counsel Inc. 0.00% Reduce -26.4% 223 $10K
Grey Ledge Advisors, LLC 0.00% Add +6.4% 217 $10K
Hamilton Point Investment Advisors, LLC 0.00% No change 214 $10K
JPL Wealth Management, LLC 0.00% New 204 $9K
Key Financial Inc 0.00% No change 198 $9K
United Financial Planning Group LLC 0.01% — 324 $9K
Whittier Trust Co. of Nevada Inc. 0.00% New 193 $9K
TruNorth Capital Management, LLC 0.00% No change 165 $8K
Global Retirement Partners, LLC 0.00% No change 164 $7K
Nalls Sherbakoff Group, LLC 0.00% New 160 $7K
Pittenger & Anderson Inc. 0.00% No change 150 $7K
Private Wealth Asset Management, LLC 0.00% No change 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 $6K
Lanark Financial, Inc. 0.00% No change 122 $6K
Steigerwald, Gordon & Koch Inc. 0.00% New 120 $5K
AdvisorNet Financial, Inc 0.00% Add +176.2% 116 $5K
Golden State Wealth Management, LLC 0.00% No change 81 $4K
Archer Investment Corp 0.00% No change 80 $4K
Signaturefd, LLC 0.00% Add +21.0% 75 $3K
Davis Capital Management 0.00% — 71 $3K
FAS Wealth Partners, Inc. 0.00% No change 68 $3K
FSA Wealth Management LLC 0.00% No change 61 $3K
Pillar Financial Advisors, LLC 0.00% No change 50 $2K
Bfsg, LLC 0.00% No change 43 $2K
Highline Wealth Partners LLC 0.00% No change 40 $2K
Brown, Lisle/Cummings, Inc. 0.00% No change 38 $2K
Addison Advisors LLC 0.00% No change 37 $2K
BNP Paribas Financial Markets 0.00% Reduce -31.5% 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% Reduce -3.3% 29 $1K
Financial Management Professionals, Inc. 0.00% Reduce -90.1% 29 $1K
DiNuzzo Private Wealth, Inc. 0.00% New 29 $1K
Rossby Financial, LCC 0.00% No change 25 $1K
Founders Financial Alliance, LLC 0.00% No change 25 $1K
Lowe Wealth Advisors, LLC 0.00% New 24 $1K
Quest 10 Wealth Builders, Inc. 0.00% Add +283.3% 23 $1K
Solstein Capital, LLC 0.00% No change 23 $1K
Hazlett, Burt & Watson, Inc. 0.00% No change 11 $1K
Cordgrass Capital Advisors, LLC 0.00% Add +2000.0% 21 $956
Heartwood Wealth Advisors LLC 0.00% New 19 $865
Graney & King, LLC 0.00% No change 17 $768
American National Bank & Trust 0.00% Add +180.0% 14 $637
Sunbelt Securities, Inc. 0.00% No change 13 $614
Tower Research Capital LLC (TRC) 0.00% Add +20.0% 12 $546
Bear Mountain Capital, Inc. 0.00% New 8 $361
Kiker Wealth Management, LLC 0.00% New 7 $319
Compass Financial Services Inc 0.00% New 7 $319
Crews Bank & Trust 0.00% New 6 $273
Wagner Wealth Management, LLC 0.00% No change 5 $236
Paladin Advisory Group, LLC 0.00% No change 2 $91
Capital Investment Advisory Services, LLC 0.00% No change 2 $91
Keener Financial Planning LLC 0.00% No change 17 $0
Transce3nd, LLC 0.00% Reduce -91.4% 31 $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.