Schwab Intl Small-Cap EquitySCHCETF
13F holders, Q4 2025 (December 31)495holders +38
53new positions
34sold out
1famous investor
$45.56avg. 13F price*
At the end of Q4 2025, 495 institutions reported holding Schwab Intl Small-Cap Equity (SCHC) in their 13F filings, up 38 from Q3 2025. 53 opened new positions and 34 sold out. The largest holders were Tiaa Trust, National Association ($190.2M), Savant Capital, LLC ($98.1M) and SageView Advisory Group, LLC ($79.9M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Schwab Intl Small-Cap Equity
- CUSIP
- 808524888
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $133.4M |
| Exits | 34 | $43.5M |
All 13F filers, Q3 2025 → Q4 2025: 5,910,311 shares bought and 2,905,230 shares sold, net +3,005,081 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 495 holders
| Tiaa Trust, National Association | 0.46% | Add +15.2% | 4,177,112 | $190.2M |
| Savant Capital, LLC | 0.56% | Reduce -9.3% | 2,155,296 | $98.1M |
| SageView Advisory Group, LLC | 2.70% | Reduce -8.4% | 1,754,109 | $79.9M |
| McAdam, LLC | 3.34% | Add +10.7% | 1,603,280 | $73.0M |
| Jane Street Group, LLC | 0.09% | New | 1,585,259 | $72.2M |
| BlackRock, Inc. | 0.00% | Reduce -15.1% | 1,331,839 | $60.6M |
| PNC Financial Services Group, Inc. | 0.03% | Reduce -9.7% | 1,291,171 | $58.8M |
| Creative Planning | 0.04% | Add +1.8% | 1,254,927 | $57.1M |
| State Street Corp. | 0.00% | Add +4.2% | 1,237,398 | $56.3M |
| Mather Group, Llc. | 0.52% | Add +0.3% | 1,103,103 | $50.2M |
| Jones Financial Companies LLLP | 0.03% | Add +52.6% | 1,047,337 | $47.7M |
| Focus Partners Wealth | 0.05% | Add +8.1% | 1,030,190 | $46.9M |
| Susquehanna International Group, LLP | 0.05% | New | 831,997 | $37.9M |
| Choreo, LLC | 0.47% | Add +5.4% | 806,282 | $36.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.63% | Add +6.7% | 777,154 | $35.4M |
| Johnson Financial Group, LLC | 2.09% | Reduce -6.3% | 741,684 | $33.8M |
| Corient Private Wealth LP | 0.04% | Add +4.1% | 638,087 | $29.1M |
| Pure Financial Advisors, LLC | 0.42% | Reduce -0.8% | 608,571 | $27.7M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -24.1% | 543,663 | $24.8M |
| Morgan Stanley | 0.00% | Add +119.9% | 503,328 | $22.9M |
| GHP Investment Advisors, Inc. | 0.90% | Add +2.0% | 478,110 | $21.8M |
| Vise Technologies, Inc. | 0.38% | Add +16.2% | 431,323 | $19.6M |
| Charles Schwab Trust Co | 1.26% | Add +4.4% | 422,413 | $19.2M |
| Captrust Financial Advisors | 0.04% | Add +2.8% | 406,341 | $18.5M |
| UBS Group AG | 0.00% | Add +0.1% | 396,231 | $18.0M |
| Redwood Investment Management, LLC | 1.84% | Reduce -10.8% | 360,236 | $16.4M |
| Tortoise Investment Management, LLC | 1.43% | Add +3.4% | 356,927 | $16.3M |
| Bank of America Corp. | 0.00% | Add +322.4% | 338,561 | $15.4M |
| Rockbridge Investment Management, LCC | 1.32% | Reduce -2.1% | 311,504 | $14.2M |
| Nicholas Hoffman & Company, LLC. | 0.30% | Add +1.4% | 284,622 | $13.0M |
| Fund Evaluation Group, LLC | 0.41% | Add +89.5% | 271,767 | $12.4M |
| Valmark Advisers, Inc. | 0.15% | Add +67.7% | 269,681 | $12.3M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -0.9% | 261,813 | $12.2M |
| White & Co Financial Planning Inc | 9.08% | Reduce -0.0% | 266,842 | $12.1M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +2.3% | 239,896 | $10.9M |
| Cetera Investment Advisers | 0.01% | Add +4.2% | 238,985 | $10.9M |
| Summit Financial, LLC | 0.16% | Add +1.9% | 236,813 | $10.8M |
| Hancock Whitney Corp. | 0.19% | Add +3.9% | 228,616 | $10.4M |
| Raymond James Financial Inc. | 0.00% | Add +8.3% | 220,892 | $10.1M |
| Brooklyn FI, LLC | 2.13% | Add +8.7% | 218,238 | $9.9M |
| Flow Traders U.S. LLC | 0.32% | New | 216,454 | $9.9M |
| Main Street Financial Solutions, LLC | 0.72% | Add +4.7% | 211,310 | $9.6M |
| Diversify Wealth Management, LLC | 0.43% | Add +1057.0% | 197,597 | $9.3M |
| Royal Bank of Canada | 0.00% | Add +62.8% | 200,049 | $9.1M |
| Atlas Capital Advisors Inc. | 1.01% | — | 199,584 | $9.1M |
| Clearwater Capital Advisors, LLC | 0.72% | Add +1.9% | 190,812 | $8.7M |
| Fort Vancouver Investment Management, LLC | 4.57% | Add +0.3% | 187,727 | $8.5M |
| HighTower Advisors, LLC | 0.01% | Add +2.1% | 180,072 | $8.2M |
| Brand Asset Management Group, Inc. | 2.25% | Reduce -3.1% | 176,574 | $8.0M |
| Moneta Group Investment Advisors LLC | 0.06% | Reduce -2.2% | 174,726 | $8.0M |
| Transamerica Financial Advisors, LLC | 0.66% | Reduce -8.3% | 174,687 | $8.0M |
| Perigon Wealth Management, LLC | 0.14% | Add +4.3% | 172,730 | $7.9M |
| West Paces Advisors Inc. | 1.50% | Reduce -1.8% | 170,759 | $7.8M |
| Strategic Financial Planning, Inc. | 4.41% | Reduce -1.4% | 170,239 | $7.8M |
| Mission Wealth Management, LP | 0.16% | Add +0.3% | 169,897 | $7.7M |
| Courage Miller Partners, LLC | 2.32% | Reduce -2.8% | 169,285 | $7.7M |
| Procyon Advisors, LLC | 0.38% | Reduce -1.1% | 168,397 | $7.7M |
| Wells Fargo & Company | 0.00% | Reduce -5.4% | 168,055 | $7.7M |
| Rialto Wealth Management, LLC | 1.76% | Reduce -1.9% | 161,616 | $7.4M |
| Keyvantage Wealth, LLC | 3.03% | Add +7.8% | 155,670 | $7.1M |
| Wedmont Private Capital | 0.24% | Reduce -1.4% | 151,015 | $7.0M |
| Stewardship Advisors, LLC | 1.59% | Reduce -0.3% | 151,156 | $6.9M |
| Prime Capital Investment Advisors, LLC | 0.08% | Reduce -0.8% | 142,366 | $6.5M |
| Beaird Harris Wealth Management, LLC | 0.44% | Reduce -4.2% | 141,393 | $6.4M |
| Divergent Planning, LLC | 1.61% | Add +2.0% | 137,675 | $6.3M |
| Arnold Financial Planning LLC | 5.99% | — | 127,575 | $5.8M |
| BCS Wealth Management | 0.58% | Add +84.5% | 126,040 | $5.7M |
| FMR LLC | 0.00% | Add +6.1% | 124,803 | $5.7M |
| Hamrick Investment Counsel, llc | 4.06% | — | 120,018 | $5.5M |
| Brucke Financial, Inc. | 2.98% | Add +5.1% | 119,814 | $5.5M |
| Asset Allocation Strategies LLC | 1.00% | Add +7.3% | 118,702 | $5.4M |
| Ashton Thomas Securities, LLC | 0.98% | Add +0.7% | 113,849 | $5.2M |
| Robinswood Financial LLC | 1.63% | Add +6.5% | 111,958 | $5.1M |
| LPL Financial LLC | 0.00% | Add +5.8% | 107,988 | $4.9M |
| Traveka Wealth, LLC | 1.95% | Add +0.6% | 105,427 | $4.8M |
| Bell Investment Advisors, Inc | 0.75% | Add +0.2% | 104,719 | $4.8M |
| Compound Planning, Inc. | 0.13% | Reduce -9.1% | 98,557 | $4.5M |
| Upper Left Wealth Management, LLC | 2.73% | Reduce -1.9% | 98,352 | $4.5M |
| World Investment Advisors | 0.07% | Add +7.7% | 97,116 | $4.4M |
| Columbus Macro, LLC | 0.48% | Reduce -3.4% | 96,540 | $4.4M |
| Ameriprise Financial Inc. | 0.00% | Add +18.6% | 95,982 | $4.4M |
| Mariner, LLC | 0.01% | Add +9.7% | 94,250 | $4.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -11.2% | 93,670 | $4.3M |
| Modern Wealth Management, LLC | 0.08% | Add +0.1% | 91,736 | $4.2M |
| Cerity Partners LLC | 0.01% | Reduce -0.2% | 90,963 | $4.1M |
| Seven Springs Wealth Group, LLC | 1.20% | Reduce -0.1% | 89,921 | $4.1M |
| HBK Sorce Advisory LLC | 0.09% | Reduce -0.1% | 81,296 | $4.0M |
| St. Louis Trust Co | 0.45% | No change | 86,541 | $3.9M |
| Evergreen Capital Management LLC | 0.09% | Add +0.1% | 85,618 | $3.9M |
| Patriot Investment Management Group, Inc. | 0.24% | Reduce -5.1% | 83,368 | $3.8M |
| Elmwood Wealth Management, Inc. | 1.20% | Add +1.6% | 83,249 | $3.8M |
| Natixis Advisors, LLC | 0.01% | Add +35.0% | 82,803 | $3.8M |
| Texas Yale Capital Corp. | 0.11% | Add +9.0% | 81,400 | $3.7M |
| Cornerstone Wealth Advisors, Inc. | 0.83% | Add +3.4% | 78,836 | $3.6M |
| Archer Investment Management, LLC | 1.81% | Reduce -33.6% | 73,790 | $3.4M |
| Northern Trust Corp. | 0.00% | Add +0.0% | 73,607 | $3.4M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -2.8% | 71,461 | $3.3M |
| Mercer Global Advisors Inc. | 0.01% | Add +98.2% | 71,373 | $3.2M |
| Signal Tree Financial Partners LLC | 2.44% | Add +2.0% | 70,395 | $3.2M |
| Jacobs Equity LLC | 3.07% | — | 70,071 | $3.2M |
"% 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.