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 |
| Morton Brown Family Wealth, LLC | 0.87% | Reduce -6.6% | 69,846 | $3.2M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Reduce -20.5% | 69,440 | $3.2M |
| Stifel Financial Corp. | 0.00% | Add +0.1% | 68,298 | $3.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +8.9% | 67,331 | $3.1M |
| Aire Advisors, LLC | 0.52% | Reduce -4.1% | 62,307 | $2.8M |
| Valley National Advisers Inc. | 0.39% | Reduce -21.8% | 61,100 | $2.8M |
| Diversify Advisory Services, LLC | 0.09% | New | 57,191 | $2.7M |
| Manske Wealth Management | 0.80% | Reduce -1.1% | 59,745 | $2.7M |
| Coldstream Capital Management Inc. | 0.03% | Reduce -5.4% | 56,344 | $2.6M |
| Noble Family Wealth, LLC | 0.54% | Add +0.6% | 56,136 | $2.6M |
| Abacus Planning Group, Inc. | 0.34% | Add +1.5% | 56,095 | $2.6M |
| Invesco Ltd. | 0.00% | Reduce -12.3% | 54,537 | $2.5M |
| Colony Family Offices, LLC | 0.62% | Add +8.7% | 54,450 | $2.5M |
| Carter Financial Group, INC. | 1.42% | Add +2.8% | 52,561 | $2.4M |
| TD Waterhouse Canada Inc. | 0.01% | Add +30.6% | 51,834 | $2.4M |
| Amicus Financial Advisors, LLC | 0.65% | — | 50,995 | $2.3M |
| Kohmann Bosshard Financial Services, LLC | 0.21% | Reduce -0.4% | 50,207 | $2.3M |
| Tradewinds Capital Management, LLC | 0.47% | Reduce -86.2% | 48,745 | $2.2M |
| Shakespeare Wealth Management, LLC | 0.49% | Reduce -1.5% | 48,211 | $2.2M |
| Stone Summit Wealth LLC | 0.59% | Add +8.9% | 47,913 | $2.2M |
| Beckerman Institutional, LLC | 1.22% | Add +2.3% | 47,800 | $2.2M |
| Modera Wealth Management, LLC | 0.02% | Reduce -11.8% | 47,095 | $2.1M |
| Cabot Wealth Management Inc. | 0.24% | Add +20.2% | 47,080 | $2.1M |
| Grove Street Fiduciary, LLC | 0.87% | Reduce -1.4% | 45,735 | $2.1M |
| Curry Webb Wealth Management LLC | 1.02% | — | 45,343 | $2.1M |
| Braun-Bostich & Associates Inc. | 1.26% | Reduce -1.5% | 44,801 | $2.0M |
| NewEdge Advisors, LLC | 0.01% | Add +46.0% | 43,263 | $2.0M |
| Christensen, King & Associates Investment Services, Inc. | 0.82% | Reduce -3.0% | 42,348 | $1.9M |
| HORAN Wealth, LLC | 0.29% | Add +0.9% | 41,485 | $1.9M |
| Quadrature Capital Ltd | 0.02% | New | 41,475 | $1.9M |
| CENTRAL TRUST Co | 0.04% | Reduce -4.5% | 40,652 | $1.9M |
| American Financial & Tax Strategies Inc. | 0.86% | Add +1.6% | 37,914 | $1.7M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | Reduce -7.1% | 36,784 | $1.7M |
| MAI Capital Management | 0.01% | Reduce -3.8% | 36,626 | $1.7M |
| Oarsman Capital, Inc. | 0.22% | Add +12.2% | 36,389 | $1.7M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -1.1% | 36,315 | $1.7M |
| Guardian Financial Partners, LLC | 0.69% | Add +7.4% | 36,160 | $1.6M |
| Hexagon Capital Partners LLC | 0.30% | Add +4.4% | 36,013 | $1.6M |
| Farther Finance Advisors, LLC | 0.02% | Add +163.6% | 35,715 | $1.6M |
| Focus Financial Network, Inc. | 0.06% | Add +2.1% | 35,675 | $1.6M |
| Fonville Wealth Management LLC | 0.33% | Reduce -0.9% | 35,398 | $1.6M |
| Walkner Condon Financial Advisors LLC | 0.22% | Reduce -9.4% | 35,007 | $1.6M |
| Act Wealth Management, LLC | 0.52% | Reduce -1.9% | 34,921 | $1.6M |
| Embree Financial Group | 0.20% | Reduce -14.2% | 34,836 | $1.6M |
| American Century Companies Inc. | 0.00% | Reduce -54.4% | 33,567 | $1.5M |
| Dopkins Wealth Management, LLC | 0.61% | Reduce -1.0% | 33,023 | $1.5M |
| Foster Group, Inc. | 0.05% | Add +7.0% | 32,952 | $1.5M |
| Strategic Family Wealth Counselors, L.L.C. | 0.33% | Add +8.0% | 31,502 | $1.5M |
| Integris Wealth Management, LLC | 0.34% | Reduce -0.7% | 32,681 | $1.5M |
| Eagle Harbor Asset Management Inc. | 1.20% | Reduce -2.9% | 31,931 | $1.5M |
| US Bancorp \de | 0.00% | Reduce -7.3% | 31,847 | $1.4M |
| Smith Partners Wealth Management, LLC | 1.30% | — | 31,043 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Add +2.6% | 30,953 | $1.4M |
| NorthCrest Asset Manangement, LLC | 0.03% | Reduce -0.3% | 30,324 | $1.4M |
| Commerce Bank | 0.01% | Add +1.0% | 30,929 | $1.4M |
| Elevation Wealth Partners, LLC | 0.50% | Reduce -21.4% | 30,852 | $1.4M |
| Wealth Architects, LLC | 0.12% | No change | 29,910 | $1.4M |
| IMA Advisory Services, Inc. | 0.13% | Add +3.1% | 29,370 | $1.3M |
| Seneca Financial Advisors LLC | 0.40% | Add +2.8% | 29,225 | $1.3M |
| Falcon Wealth Planning | 0.11% | Add +0.1% | 28,587 | $1.3M |
| LTG Capital LLC | 0.97% | Add +1.3% | 27,225 | $1.2M |
| Nwam LLC | 0.07% | Reduce -0.8% | 25,626 | $1.2M |
| Oakwell Private Wealth Management, LLC | 0.22% | Reduce -0.2% | 26,324 | $1.2M |
| Nations Financial Group Inc, /Ia/ | 0.06% | Add +92.0% | 26,317 | $1.2M |
| 25 LLC | 0.38% | Reduce -8.4% | 26,048 | $1.2M |
| Leisure Capital Management | 0.39% | Add +0.3% | 25,996 | $1.2M |
| SeaCrest Wealth Management, LLC | 0.12% | Reduce -0.5% | 25,222 | $1.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -89.2% | 25,281 | $1.2M |
| JPMorgan Chase & Co. | 0.00% | Add +95.2% | 24,928 | $1.1M |
| Cwm, LLC | 0.00% | Reduce -12.8% | 24,357 | $1.1M |
| Cresset Asset Management, LLC | 0.00% | Reduce -0.2% | 24,176 | $1.1M |
| Mgo One Seven LLC | 0.02% | New | 24,115 | $1.1M |
| Avestar Capital, LLC | 0.08% | Add +0.7% | 24,011 | $1.1M |
| EP Wealth Advisors, LLC | 0.01% | — | 23,137 | $1.1M |
| IFP Advisors, Inc | 0.02% | Add +16.3% | 22,894 | $1.0M |
| James J. Burns & Company, LLC | 0.14% | Add +0.9% | 22,875 | $1.0M |
| Cloud Capital Management, LLC | 0.49% | Add +3.1% | 22,784 | $1.0M |
| Creekside Partners | 0.44% | Add +3.0% | 22,653 | $1.0M |
| Quantinno Capital Management LP | 0.00% | Add +35.7% | 22,187 | $1.0M |
| Klingman & Associates, LLC | 0.05% | New | 21,988 | $1.0M |
| EverSource Wealth Advisors, LLC | 0.04% | Reduce -1.6% | 21,949 | $999K |
| ZynergyRetirementPlanningLLC | 0.61% | Add +6.2% | 21,776 | $991K |
| Fifth Third Securities, Inc. | 0.06% | Add +11.0% | 21,563 | $982K |
| Aspen Investment Management Inc | 0.29% | Add +1.9% | 20,978 | $955K |
| CFG Wealth Management Services, Inc. | 0.90% | — | 20,876 | $950K |
| Blueline Advisors LLC | 0.77% | — | 20,681 | $942K |
| OneAscent Financial Services LLC | 0.09% | Add +0.9% | 20,562 | $936K |
| Envision Financial LLC | 0.49% | Reduce -2.4% | 20,432 | $930K |
| Tempus Wealth Planning, LLC | 0.21% | Add +5.0% | 20,206 | $920K |
| Sand Hill Global Advisors, LLC | 0.03% | Add +0.8% | 20,050 | $913K |
| Yoffe Investment Management, LLC | 1.13% | Add +0.6% | 19,444 | $885K |
| Index Fund Advisors, Inc. | 0.04% | Reduce -0.8% | 19,389 | $883K |
| HB Wealth Management, LLC | 0.01% | Add +2.2% | 19,367 | $882K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +4.4% | 19,268 | $877K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +76.1% | 19,209 | $875K |
| Moisand Fitzgerald Tamayo, LLC | 0.10% | Reduce -4.4% | 19,107 | $870K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -7.5% | 19,006 | $865K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -2.1% | 18,775 | $855K |
| Clearview Wealth Advisors LLC | 0.54% | Add +2.6% | 18,592 | $846K |
| Investment Partners Asset Management, Inc. | 0.52% | Reduce -5.0% | 18,377 | $837K |
| Murphy & Mullick Capital Management Corp | 0.60% | Reduce -1.2% | 18,365 | $836K |
| Avior Wealth Management, LLC | 0.03% | Reduce -0.4% | 18,309 | $834K |
| K2 Financial Inc. | 0.62% | Add +10.6% | 17,147 | $801K |
| McLean Asset Management Corp | 0.14% | Reduce -11.4% | 16,915 | $800K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +7.3% | 17,402 | $792K |
| Vawter Financial, Ltd. | 0.33% | No change | 17,353 | $790K |
| Factor Wealth Management LTD | 0.17% | Add +1.5% | 16,840 | $767K |
| Bank of Montreal | 0.00% | Add +3.6% | 16,666 | $759K |
| Altfest L J & Co. Inc. | 0.08% | Reduce -1.3% | 16,558 | $754K |
| Composition Wealth, LLC | 0.01% | Add +4.3% | 16,497 | $751K |
| Parkside Financial Bank & Trust | 0.06% | Add +0.6% | 16,393 | $746K |
| Collective Family Office LLC | 0.17% | Reduce -1.4% | 16,122 | $734K |
| Lido Advisors, LLC | 0.00% | Add +0.1% | 16,025 | $729K |
| Passive Capital Management, LLC. | 0.23% | Add +6.8% | 15,980 | $728K |
| Orleans Capital Management Corp. | 0.45% | New | 15,831 | $721K |
| Argent Trust Co | 0.02% | No change | 15,831 | $721K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +4.1% | 15,930 | $702K |
| Fidelis Capital Partners, LLC | 0.05% | Add +34.7% | 15,321 | $698K |
| Peak Financial Management, Inc. | 0.18% | Reduce -2.3% | 15,105 | $688K |
| Integrated Advisors Network LLC | 0.03% | Reduce -2.9% | 14,962 | $681K |
| Capital Insight Partners, LLC | 0.14% | Reduce -24.8% | 14,709 | $670K |
| Equitable Holdings, Inc. | 0.00% | Reduce -2.4% | 14,237 | $648K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -1.1% | 14,206 | $647K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -9.5% | 14,196 | $646K |
| Fifth Third Wealth Advisors LLC | 0.02% | Add +54.3% | 14,150 | $644K |
| Livet Wealth, LLC | 0.39% | — | 13,782 | $627K |
| Parcion Private Wealth LLC | 0.04% | Add +311.9% | 21,273 | $622K |
| Brooklyn Investment Group | 0.03% | New | 13,505 | $619K |
| Stevens Capital Partners | 0.16% | New | 13,437 | $612K |
| Omega Financial Group, LLC | 0.20% | Reduce -3.7% | 13,412 | $611K |
| Simplicity Wealth,LLC | 0.04% | Add +6.9% | 13,166 | $599K |
| Savvy Advisors, Inc. | 0.02% | Reduce -3.5% | 13,085 | $596K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +4.1% | 13,024 | $593K |
| Smartleaf Asset Management LLC | 0.02% | Add +471.3% | 12,894 | $590K |
| Fortis Capital Advisors, LLC | 0.09% | Reduce -1.3% | 12,715 | $579K |
| Belpointe Asset Management LLC | 0.02% | Reduce -1.3% | 12,715 | $579K |
| Schwallier Wealth Management LLC | 0.36% | Reduce -47.3% | 11,657 | $569K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +2.1% | 12,220 | $556K |
| Essex Financial Services, Inc. | 0.03% | No change | 12,158 | $554K |
| Amara Financial, Llc. | 0.37% | New | 11,582 | $527K |
| Blue Bell Private Wealth Management, LLC | 0.08% | Reduce -0.5% | 11,538 | $525K |
| Simon Quick Advisors, LLC | 0.02% | No change | 11,533 | $525K |
| Oath Planning, LLC | 0.52% | — | 11,472 | $522K |
| Lantz Financial LLC | 0.11% | No change | 11,408 | $519K |
| AE Wealth Management LLC | 0.00% | Add +17.7% | 10,929 | $498K |
| Flaharty Asset Management, LLC | 0.06% | Add +21.9% | 10,840 | $494K |
| Koshinski Asset Management, Inc. | 0.03% | Add +0.2% | 10,838 | $493K |
| Krilogy Financial LLC | 0.02% | Add +3.7% | 9,944 | $490K |
| Ifrah Financial Services, Inc. | 0.13% | Reduce -0.9% | 10,737 | $489K |
| Hardin Capital Partners, LLC | 0.23% | Add +0.1% | 10,572 | $481K |
| Morris Financial Concepts, Inc. | 0.17% | Reduce -1.0% | 10,361 | $472K |
| Life Planning Partners, Inc | 0.36% | No change | 10,338 | $471K |
| Chesley Taft & Associates LLC | 0.02% | No change | 10,296 | $469K |
| Ritholtz Wealth Management | 0.01% | Reduce -6.3% | 10,195 | $464K |
| Private Wealth Management Group, LLC | 0.12% | Reduce -13.3% | 10,152 | $462K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 10,014 | $456K |
| Maseco LLP | 0.02% | New | 9,753 | $444K |
| International Private Wealth Advisors LLC | 0.28% | Add +9.3% | 9,720 | $443K |
| Cooke Wealth Management, LLC | 0.38% | — | 9,239 | $437K |
| One Capital Management, LLC | 0.01% | Reduce -75.4% | 9,479 | $432K |
| Sachem Hill LLC | 0.08% | Reduce -1.4% | 9,465 | $431K |
| Vista Capital Partners, Inc. | 0.04% | Add +35.5% | 9,335 | $425K |
| Advisory Services Network, LLC | 0.01% | Reduce -1.0% | 9,282 | $423K |
| HRT Financial LP | 0.00% | Add +27.2% | 9,098 | $414K |
| Mutual Advisors, LLC | 0.01% | Reduce -1.6% | 9,008 | $410K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +1.0% | 8,825 | $402K |
| Gilbert & Cook, Inc. | 0.05% | Add +3.5% | 8,618 | $392K |
| CWC Advisors, LLC. | 0.19% | Reduce -0.3% | 8,607 | $392K |
| Ballast Financial Advisors LLC | 0.40% | — | 8,528 | $388K |
| Berger Financial Group, Inc | 0.02% | Add +2.9% | 8,331 | $379K |
| Busey Bank | 0.01% | No change | 8,293 | $378K |
| Clearstead Advisors, LLC | 0.00% | Reduce -10.7% | 8,065 | $367K |
| Sei Investments Co. | 0.00% | New | 8,056 | $367K |
| Garde Capital, Inc. | 0.02% | New | 7,996 | $364K |
| Cahill Financial Advisors Inc. | 0.04% | Add +22.3% | 7,922 | $361K |
| IVC Wealth Advisors LLC | 0.16% | Add +1.7% | 7,911 | $360K |
| Seaside Wealth Management, Inc. | 0.10% | Reduce -1.2% | 7,696 | $350K |
| Allworth Financial LP | 0.00% | Add +0.2% | 7,694 | $350K |
| May Hill Capital, LLC | 0.09% | Reduce -25.1% | 7,650 | $348K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +5.2% | 7,281 | $332K |
| Advisory Alpha, LLC | 0.01% | Reduce -44.6% | 7,257 | $330K |
| Obermeyer Wealth Partners | 0.01% | Add +4.8% | 7,231 | $329K |
| White Lighthouse Investment Management Inc. | 0.05% | Add +3.5% | 7,216 | $329K |
| Geometric Wealth Advisors | 0.04% | Reduce -2.9% | 7,177 | $327K |
| Payne Capital Management, LLC | 0.10% | Add +6.2% | 7,097 | $323K |
| Alpha Omega Wealth Management LLC | 0.05% | Reduce -0.1% | 7,090 | $323K |
| Eaton Financial Holdings Company, LLC | 0.09% | Reduce -20.4% | 7,007 | $319K |
| MML Investors Services, LLC | 0.00% | Add +7.7% | 6,866 | $313K |
| Tranquility Partners, LLC | 0.11% | No change | 6,853 | $312K |
| Sax Wealth Advisors, LLC | 0.01% | Add +0.3% | 6,817 | $310K |
| Bradley Foster & Sargent Inc. | 0.00% | No change | 6,756 | $308K |
| Pension & Wealth Management Advisors, Inc. | 0.09% | Reduce -3.1% | 6,746 | $307K |
| PFG Advisors | 0.01% | New | 6,660 | $303K |
| RFG Advisory, LLC | 0.01% | Reduce -28.8% | 6,650 | $303K |
| Axxcess Wealth Management, LLC | 0.01% | Add +13.1% | 6,613 | $301K |
| Summit Financial Strategies, Inc. | 0.02% | Reduce -18.1% | 6,607 | $301K |
| Kingsview Wealth Management, LLC | 0.00% | New | 6,572 | $299K |
| Asset Dedication, LLC | 0.02% | Add +0.4% | 6,566 | $299K |
| MBL Wealth, LLC | 0.02% | No change | 6,500 | $296K |
| Uptown Financial Advisors LLC | 0.25% | No change | 6,347 | $289K |
| Blair William & Co. | 0.00% | Add +1.5% | 6,240 | $284K |
| Aspiring Ventures, LLC | 0.10% | Reduce -7.7% | 6,193 | $282K |
| Earned Wealth Advisors, LLC | 0.02% | Reduce -31.2% | 6,136 | $279K |
| Motco | 0.03% | Reduce -28.6% | 6,087 | $277K |
| Port Capital LLC | 0.01% | No change | 6,000 | $273K |
| Single Point Partners, LLC | 0.05% | Reduce -11.9% | 5,947 | $271K |
| Birchwood Financial Partners, Inc. | 0.27% | — | 5,869 | $267K |
| Kestra Advisory Services, LLC | 0.00% | Add +9.3% | 5,862 | $267K |
| Kathmere Capital Management, LLC | 0.02% | No change | 5,852 | $266K |
| Capital Analysts, LLC | 0.01% | Reduce -64.2% | 5,743 | $262K |
| Black Diamond Financial, LLC | 0.03% | Add +0.4% | 5,680 | $259K |
| American Capital Advisory, LLC | 0.11% | Add +39.0% | 5,662 | $258K |
| Brandywine Oak Private Wealth LLC | 0.02% | No change | 5,623 | $256K |
| Aurelius Family Office LLC | 0.11% | No change | 5,428 | $252K |
| Ieq Capital, LLC | 0.00% | Add +0.0% | 5,514 | $251K |
| Quadrant Capital Group LLC | 0.01% | Reduce -2.4% | 5,511 | $251K |
| Comprehensive Money Management Services LLC | 0.17% | No change | 5,490 | $250K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | Add +0.1% | 5,467 | $249K |
| Truist Financial Corp. | 0.00% | Add +3.3% | 5,303 | $241K |
| Carolina Wealth Advisors, LLC | 0.11% | Reduce -8.6% | 5,268 | $240K |
| Evanson Asset Management, LLC | 0.01% | Add +2.5% | 5,245 | $239K |
| Visionary Horizons, LLC | 0.12% | New | 5,225 | $238K |
| Aspen Grove Capital, LLC | 0.04% | Add +1.3% | 5,193 | $237K |
| Summitry LLC | 0.01% | New | 5,177 | $236K |
| AQR Capital Management | 0.00% | New | 5,146 | $234K |
| North Forty Two & Co. | 0.22% | Add +1.0% | 5,067 | $231K |
| Sensible Money, LLC | 0.07% | Add +1.0% | 5,031 | $229K |
| Empower Advisory Group, LLC | 0.00% | Reduce -20.3% | 4,993 | $227K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -4.8% | 4,977 | $227K |
| Lifeworks Advisors, LLC | 0.03% | New | 4,916 | $224K |
| Brickley Wealth Management | 0.04% | Add +6.2% | 4,911 | $224K |
| Tribridge Partners Financial LLC | 0.09% | No change | 4,803 | $219K |
| Parkshore Wealth Management, Inc. | 0.08% | Add +3.5% | 4,784 | $218K |
| Wilson & Boucher Capital Management, LLC | 0.14% | No change | 4,750 | $216K |
| HHM Wealth Advisors, LLC | 0.03% | No change | 4,715 | $215K |
| Range Advisory, LLC | 0.06% | — | 4,684 | $213K |
| GTS Securities LLC | 0.01% | New | 4,655 | $212K |
| Zhang Financial LLC | 0.01% | No change | 4,648 | $212K |
| Manuka Financial, LLC | 0.13% | No change | 4,597 | $209K |
| Accredited Investors Inc. | 0.01% | No change | 4,587 | $209K |
| &partners | 0.00% | New | 4,568 | $208K |
| Ballentine Capital Advisors, Inc | 0.09% | Reduce -3.0% | 4,568 | $208K |
| First National Bank of Mount Dora, Trust Investment Services | 0.04% | No change | 4,500 | $205K |
| Ironsides Asset Advisors, LLC | 0.05% | No change | 4,490 | $204K |
| Coordinated Financial Services, Inc. | 0.12% | Add +0.5% | 4,485 | $204K |
| Worth Asset Management, LLC | 0.09% | Reduce -42.5% | 4,466 | $203K |
| Integrity Investment Advisors, LLC | 0.11% | New | 4,425 | $201K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +0.5% | 4,419 | $201K |
| Northwest Capital Management Inc | 0.84% | Reduce -61.0% | 4,259 | $194K |
| Larson Financial Group LLC | 0.01% | Reduce -42.4% | 3,935 | $179K |
| Creative Financial Designs Inc. | 0.01% | Add +6.5% | 3,904 | $178K |
| Meramec Financial Planners, LLC | 0.07% | — | 3,514 | $173K |
| Franklin Resources Inc. | 0.00% | Add +9.7% | 3,753 | $171K |
| Comerica Bank | 0.00% | Add +0.0% | 3,600 | $164K |
| AlphaCore Capital LLC | 0.00% | Reduce -0.1% | 3,593 | $164K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -6.9% | 3,591 | $163K |
| Fifth Third Bancorp | 0.00% | Add +37.1% | 3,566 | $162K |
| Pinney & Scofield, Inc. | 0.08% | Add +0.2% | 3,230 | $147K |
| Qube Research & Technologies Ltd | 0.00% | New | 3,171 | $144K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 3,155 | $144K |
| Root Financial Partners, LLC | 0.01% | Add +78.9% | 3,021 | $138K |
| Duncker Streett & Co. Inc. | 0.02% | Add +1.8% | 2,643 | $120K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -3.1% | 2,590 | $118K |
| Brown Brothers Harriman & Co. | 0.00% | Add +11.9% | 2,570 | $117K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +4.4% | 2,566 | $117K |
| Versant Capital Management, Inc | 0.01% | Add +1.4% | 2,434 | $111K |
| Global Retirement Partners, LLC | 0.00% | Add +1340.2% | 2,362 | $108K |
| Harbour Investments, Inc. | 0.00% | Add +15.5% | 2,361 | $108K |
| Clearstead Trust, LLC | 0.02% | Reduce -21.6% | 2,361 | $107K |
| CoreCap Advisors, LLC | 0.00% | Reduce -23.5% | 2,345 | $107K |
| National Bank of Canada | 0.00% | Reduce -16.8% | 2,303 | $105K |
| Bayban | 0.09% | — | 2,300 | $105K |
| Daytona Street Capital LLC | 0.08% | — | 2,198 | $100K |
| WealthCollab, LLC | 0.04% | New | 2,127 | $97K |
| Operose Advisors LLC | 0.02% | Add +123.4% | 2,118 | $96K |
| Jackson Hole Capital Partners, LLC | 0.02% | No change | 2,010 | $92K |
| Access Investment Management LLC | 0.02% | No change | 2,000 | $91K |
| Hantz Financial Services, Inc. | 0.00% | Add +371.3% | 1,970 | $90K |
| GW&K Investment Management, LLC | 0.00% | Add +0.7% | 1,962 | $89K |
| Newton One Investments LLC | 0.03% | Add +3.5% | 1,899 | $86K |
| Raleigh Capital Management Inc. | 0.03% | Reduce -18.1% | 1,889 | $86K |
| Blue Trust, Inc. | 0.00% | Reduce -13.5% | 1,779 | $81K |
| Cranbrook Wealth Management, LLC | 0.02% | No change | 1,766 | $80K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 1,741 | $79K |
| CVA Family Office, LLC | 0.01% | Add +0.3% | 1,687 | $77K |
| Russell Investments Group, Ltd. | 0.00% | No change | 1,484 | $68K |
| Capital Advisors, Ltd. LLC | 0.01% | New | 1,439 | $66K |
| JFS Wealth Advisors, LLC | 0.00% | Add +3.0% | 1,396 | $64K |
| Chapman Financial Group, LLC | 0.04% | No change | 1,391 | $63K |
| Arax Advisory Partners | 0.00% | New | 1,358 | $62K |
| Rockefeller Capital Management L.P. | 0.00% | Add +3.6% | 1,347 | $61K |
| Parallel Advisors, LLC | 0.00% | Add +7.0% | 1,275 | $58K |
| Atlantic Union Bankshares Corp | 0.00% | Add +32.0% | 1,236 | $56K |
| MCF Advisors LLC | 0.00% | Reduce -5.5% | 1,190 | $54K |
| SJS Investment Consulting Inc. | 0.01% | No change | 1,176 | $54K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 1,122 | $51K |
| Citigroup Inc. | 0.00% | Add +8.7% | 1,112 | $51K |
| First Community Trust NA | 0.03% | No change | 1,000 | $46K |
| Maryland Capital Advisors Inc. | 0.01% | No change | 972 | $44K |
| Red Reef Advisors LLC | 0.04% | — | 953 | $43K |
| Dunhill Financial, LLC | 0.01% | Add +2.8% | 915 | $42K |
| Kilter Group LLC | 0.02% | Add +48.5% | 909 | $41K |
| Fairway Wealth LLC | 0.01% | No change | 879 | $40K |
| Ancora Advisors LLC | 0.00% | New | 839 | $38K |
| Abound Wealth Management | 0.01% | Reduce -44.5% | 749 | $34K |
| Breakwater Investment Management | 0.01% | Add +21.8% | 715 | $33K |
| Independence Bank of Kentucky | 0.00% | New | 684 | $31K |
| IMG Wealth Management, Inc. | 0.02% | New | 675 | $31K |
| Front Row Advisors LLC | 0.01% | Add +3.8% | 662 | $30K |
| Howe & Rusling Inc. | 0.00% | Reduce -43.7% | 623 | $28K |
| Geneos Wealth Management Inc. | 0.00% | No change | 616 | $28K |
| Activest Wealth Management | 0.01% | New | 609 | $28K |
| GAMMA Investing LLC | 0.00% | No change | 569 | $26K |
| Proffitt & Goodson Inc. | 0.00% | No change | 559 | $25K |
| Cape Investment Advisory, Inc. | 0.01% | New | 535 | $24K |
| Litman Gregory Wealth Management LLC | 0.00% | New | 535 | $24K |
| Johnson Financial Group, Inc. | 0.00% | New | 525 | $24K |
| TFC Financial Management, Inc. | 0.00% | No change | 479 | $22K |
| Triumph Capital Management | 0.00% | New | 468 | $21K |
| Crewe Advisors LLC | 0.00% | No change | 467 | $21K |
| Hoey Investments, Inc. | 0.00% | No change | 450 | $20K |
| Cordgrass Capital Advisors, LLC | 0.00% | Add +2033.3% | 448 | $20K |
| IFC & Insurance Marketing, Inc. | 0.02% | — | 445 | $20K |
| Assetmark, Inc. | 0.00% | Add +6.1% | 433 | $20K |
| 4Thought Financial Group Inc. | 0.01% | New | 424 | $19K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 348 | $17K |
| Elevated Capital Advisors, LLC | 0.00% | New | 372 | $17K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Add +0.8% | 359 | $16K |
| Sound Income Strategies, LLC | 0.00% | New | 338 | $16K |
| PFC Capital Group, Inc. | 0.01% | New | 368 | $16K |
| Smithfield Trust Co | 0.00% | New | 343 | $16K |
| Whittier Trust Co. | 0.00% | Add +3.6% | 342 | $16K |
| PFS Partners, LLC | 0.01% | No change | 346 | $16K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 340 | $15K |
| Waverly Advisors, LLC | 0.00% | New | 340 | $15K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 300 | $14K |
| Wilkerson Advisory Group LLC | 0.00% | — | 292 | $13K |
| Curio Wealth, LLC | 0.00% | No change | 288 | $13K |
| eCIO, Inc. | 0.01% | Reduce -98.6% | 270 | $12K |
| Darwin Wealth Management, LLC | 0.00% | New | 266 | $12K |
| Bogart Wealth, LLC | 0.00% | Reduce -5.4% | 263 | $12K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 251 | $11K |
| Financial Consulate, Inc. | 0.00% | No change | 245 | $11K |
| Vermillion Wealth Management, Inc. | 0.00% | New | 235 | $11K |
| Grey Ledge Advisors, LLC | 0.00% | Add +6.9% | 232 | $11K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -39.4% | 229 | $10K |
| Integrity Financial Corp | 0.01% | No change | 223 | $10K |
| AdvisorNet Financial, Inc | 0.00% | Add +90.5% | 221 | $10K |
| Hamilton Point Investment Advisors, LLC | 0.00% | No change | 214 | $10K |
| Key Financial Inc | 0.00% | No change | 198 | $9K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 193 | $9K |
| Glenmede Trust Co. NA | 0.00% | — | 195 | $9K |
| Phillips Financial Management, LLC | 0.00% | New | 194 | $9K |
| Nalls Sherbakoff Group, LLC | 0.01% | No change | 160 | $7K |
| Pittenger & Anderson Inc. | 0.00% | No change | 150 | $7K |
| 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 |
| Optima Capital LLC | 0.00% | New | 127 | $6K |
| Lanark Financial, Inc. | 0.00% | No change | 122 | $6K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 120 | $5K |
| Archer Investment Corp | 0.00% | Add +3.8% | 83 | $4K |
| Golden State Wealth Management, LLC | 0.00% | No change | 81 | $4K |
| Signaturefd, LLC | 0.00% | No change | 75 | $3K |
| International Assets Investment Management, LLC | 0.00% | New | 71 | $3K |
| FAS Wealth Partners, Inc. | 0.00% | Add +4.4% | 71 | $3K |
| Prosperity Bancshares Inc | 0.00% | — | 54 | $2K |
| Pillar Financial Advisors, LLC | 0.00% | No change | 50 | $2K |
| Bfsg, LLC | 0.00% | Reduce -4.7% | 41 | $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% | No change | 37 | $2K |
| Greykasell Wealth Strategies, Inc. | 0.00% | No change | 36 | $2K |
| Rothschild Investment LLC | 0.00% | No change | 31 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +158.3% | 31 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 29 | $1K |
| Financial Management Professionals, Inc. | 0.00% | No change | 29 | $1K |
| Salomon & Ludwin, LLC | 0.00% | No change | 29 | $1K |
| Quent Capital, LLC | 0.00% | New | 26 | $1K |
| Rossby Financial, LCC | 0.00% | No change | 25 | $1K |
| Founders Financial Alliance, LLC | 0.00% | No change | 25 | $1K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 23 | $1K |
| Solstein Capital, LLC | 0.00% | No change | 23 | $1K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Add +9.1% | 12 | $1K |
| Graney & King, LLC | 0.00% | No change | 17 | $795 |
| McGuire Capital Advisors Inc. | 0.00% | — | 14 | $637 |
| Sunbelt Securities, Inc. | 0.00% | Add +7.7% | 14 | $636 |
| Frazier Financial Advisors, LLC | 0.00% | New | 12 | $566 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.00% | — | 8 | $364 |
| Camelot Portfolios, LLC | 0.00% | New | 7 | $319 |
| Nemes Rush Group LLC | 0.00% | New | 7 | $319 |
| Wagner Wealth Management, LLC | 0.00% | No change | 5 | $244 |
| American National Bank & Trust | 0.00% | Reduce -64.3% | 5 | $228 |
| Paladin Advisory Group, LLC | 0.00% | No change | 2 | $91 |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 2 | $91 |
"% 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.