Schwab Intl Small-Cap EquitySCHCETF
13F holders, Q1 2026 (March 31)495holders
43new positions
40sold out
2famous investors
$46.72avg. 13F price*
At the end of Q1 2026, 495 institutions reported holding Schwab Intl Small-Cap Equity (SCHC) in their 13F filings, unchanged from Q4 2025. 43 opened new positions and 40 sold out. The largest holders were Tiaa-Cref Individual & Institutional Services, LLC ($202.6M), Creative Planning ($137.4M) and Savant Capital, LLC ($93.9M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $14.7M |
| Exits | 40 | $144.3M |
All 13F filers, Q4 2025 → Q1 2026: 4,778,367 shares bought and 8,698,706 shares sold, net −3,920,339 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 495 holders
| Tiaa-Cref Individual & Institutional Services, LLC | 0.78% | — | 4,334,063 | $202.6M |
| Creative Planning | 0.09% | Add +134.2% | 2,938,971 | $137.4M |
| Savant Capital, LLC | 0.45% | Reduce -6.8% | 2,008,640 | $93.9M |
| BlackRock, Inc. | 0.00% | Add +37.8% | 1,835,314 | $85.8M |
| SageView Advisory Group, LLC | 3.04% | Add +1.5% | 1,781,089 | $83.2M |
| McAdam, LLC | 3.47% | Add +2.6% | 1,645,574 | $76.9M |
| Jones Financial Companies LLLP | 0.04% | Add +53.0% | 1,602,978 | $72.8M |
| PNC Financial Services Group, Inc. | 0.03% | Reduce -2.7% | 1,256,188 | $58.7M |
| State Street Corp. | 0.00% | Reduce -6.3% | 1,159,486 | $54.2M |
| Mather Group, Llc. | 0.51% | Reduce -0.4% | 1,098,638 | $51.4M |
| Focus Partners Wealth | 0.05% | Reduce -0.5% | 1,025,135 | $47.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.70% | Add +10.3% | 857,100 | $40.1M |
| Choreo, LLC | 0.47% | Add +1.4% | 817,753 | $38.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +39.6% | 758,997 | $35.5M |
| Corient Private Wealth LP | 0.04% | Reduce -0.4% | 635,383 | $29.6M |
| Johnson Financial Group, LLC | 1.88% | Reduce -18.5% | 604,360 | $28.2M |
| Pure Financial Advisors, LLC | 0.41% | Reduce -0.7% | 604,213 | $28.2M |
| GHP Investment Advisors, Inc. | 0.92% | Reduce -0.1% | 477,758 | $22.3M |
| Charles Schwab Trust Co | 1.33% | Add +3.8% | 438,325 | $20.5M |
| Vise Technologies, Inc. | 0.39% | No change | 431,323 | $19.6M |
| UBS Group AG | 0.00% | Add +1.6% | 402,554 | $18.8M |
| Captrust Financial Advisors | 0.03% | Reduce -1.6% | 399,782 | $18.7M |
| Morgan Stanley | 0.00% | Reduce -26.6% | 369,227 | $17.3M |
| Tortoise Investment Management, LLC | 1.39% | Add +1.0% | 360,627 | $16.9M |
| Diversify Wealth Management, LLC | 0.28% | Add +59.2% | 314,544 | $15.4M |
| Raymond James Financial Inc. | 0.00% | Add +46.1% | 322,703 | $15.1M |
| Redwood Investment Management, LLC | 1.86% | Reduce -10.9% | 321,019 | $15.0M |
| Rockbridge Investment Management, LCC | 1.28% | Reduce -1.8% | 305,818 | $14.3M |
| Tiaa Trust, National Association | 0.86% | Reduce -92.8% | 301,165 | $14.1M |
| Mariner, LLC | 0.02% | Add +211.9% | 293,997 | $13.7M |
| Nicholas Hoffman & Company, LLC. | 0.31% | Add +2.3% | 291,107 | $13.6M |
| White & Co Financial Planning Inc | 8.63% | Reduce -1.6% | 262,492 | $12.3M |
| Fund Evaluation Group, LLC | 0.37% | Reduce -5.6% | 256,584 | $12.0M |
| Hancock Whitney Corp. | 0.21% | Add +3.6% | 236,935 | $11.9M |
| Brooklyn FI, LLC | 2.40% | Add +12.1% | 244,602 | $11.4M |
| Cetera Investment Advisers | 0.01% | Add +1.5% | 242,596 | $11.3M |
| Summit Financial, LLC | 0.14% | Add +1.4% | 240,252 | $11.2M |
| Main Street Financial Solutions, LLC | 0.72% | Reduce -0.4% | 210,438 | $9.8M |
| Flow Traders U.S. LLC | 0.31% | Reduce -3.0% | 209,968 | $9.8M |
| Clearwater Capital Advisors, LLC | 0.77% | Add +6.5% | 203,226 | $9.5M |
| Perigon Wealth Management, LLC | 0.17% | Add +13.2% | 195,442 | $9.1M |
| Atlas Capital Advisors Inc. | 1.03% | Reduce -3.7% | 192,171 | $9.0M |
| Fort Vancouver Investment Management, LLC | 4.53% | Add +1.8% | 191,058 | $8.9M |
| BlueSky Wealth Advisors, LLC | 1.10% | New | 181,965 | $8.5M |
| Ameriprise Financial Inc. | 0.00% | Add +86.0% | 178,518 | $8.3M |
| HighTower Advisors, LLC | 0.01% | Reduce -2.5% | 175,610 | $8.2M |
| Brand Asset Management Group, Inc. | 2.12% | Reduce -1.2% | 174,448 | $8.2M |
| EP Wealth Advisors, LLC | 0.04% | Add +648.5% | 173,175 | $8.1M |
| Courage Miller Partners, LLC | 2.23% | Reduce -0.0% | 169,227 | $7.9M |
| Moneta Group Investment Advisors LLC | 0.06% | Reduce -4.9% | 166,124 | $7.8M |
| Mission Wealth Management, LP | 0.16% | Reduce -3.2% | 164,512 | $7.7M |
| Wells Fargo & Company | 0.00% | Reduce -2.6% | 163,668 | $7.6M |
| Transamerica Financial Advisors, LLC | 0.65% | Reduce -7.1% | 162,315 | $7.6M |
| West Paces Advisors Inc. | 1.45% | Reduce -5.9% | 160,633 | $7.5M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -31.9% | 178,366 | $7.5M |
| Procyon Advisors, LLC | 0.37% | Reduce -5.2% | 159,575 | $7.5M |
| Wedmont Private Capital | 0.24% | Add +0.0% | 151,071 | $7.4M |
| Keyvantage Wealth, LLC | 3.25% | Add +1.3% | 157,618 | $7.4M |
| Osaic Holdings, Inc. | 0.01% | Add +52.7% | 142,997 | $6.7M |
| Prime Capital Investment Advisors, LLC | 0.08% | Reduce -0.3% | 141,991 | $6.6M |
| FMR LLC | 0.00% | Add +12.2% | 140,043 | $6.5M |
| Arnold Financial Planning LLC | 5.88% | Add +5.6% | 134,690 | $6.3M |
| Beaird Harris Wealth Management, LLC | 0.43% | Reduce -5.1% | 134,151 | $6.3M |
| Hamrick Investment Counsel, llc | 3.25% | Add +4.7% | 125,625 | $5.9M |
| Royal Bank of Canada | 0.00% | Reduce -37.9% | 124,233 | $5.8M |
| Rialto Wealth Management, LLC | 1.29% | Reduce -23.9% | 123,028 | $5.8M |
| LPL Financial LLC | 0.00% | Add +11.2% | 120,112 | $5.6M |
| Bank of America Corp. | 0.00% | Reduce -64.8% | 119,125 | $5.6M |
| Asset Allocation Strategies LLC | 0.99% | Add +0.3% | 119,066 | $5.6M |
| American Century Companies Inc. | 0.00% | Add +252.4% | 118,295 | $5.5M |
| Ashton Thomas Securities, LLC | 0.69% | Add +3.6% | 117,983 | $5.5M |
| Stewardship Advisors, LLC | 1.25% | Reduce -23.1% | 116,205 | $5.4M |
| Robinswood Financial LLC | 1.65% | Add +0.3% | 112,288 | $5.2M |
| Brucke Financial, Inc. | 2.63% | Reduce -7.5% | 110,871 | $5.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -54.8% | 108,470 | $5.1M |
| Natixis Advisors, LLC | 0.01% | Add +23.5% | 102,289 | $4.8M |
| Compound Planning, Inc. | 0.15% | Add +3.2% | 101,719 | $4.8M |
| Traveka Wealth, LLC | 1.78% | Reduce -5.5% | 99,602 | $4.7M |
| Bell Investment Advisors, Inc | 0.72% | Reduce -6.0% | 98,480 | $4.6M |
| Columbus Macro, LLC | 0.48% | Reduce -0.1% | 96,457 | $4.5M |
| World Investment Advisors | 0.07% | Reduce -1.5% | 95,677 | $4.5M |
| Upper Left Wealth Management, LLC | 2.63% | Reduce -3.0% | 95,451 | $4.5M |
| Modern Wealth Management, LLC | 0.08% | Add +2.3% | 93,796 | $4.4M |
| Cerity Partners LLC | 0.01% | Reduce -0.0% | 90,958 | $4.3M |
| HBK Sorce Advisory LLC | 0.08% | Reduce -0.4% | 80,982 | $4.2M |
| Elmwood Wealth Management, Inc. | 1.15% | Add +6.7% | 88,849 | $4.2M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +352.4% | 86,910 | $4.1M |
| St. Louis Trust Co | 0.47% | No change | 86,541 | $4.0M |
| Evergreen Capital Management LLC | 0.09% | No change | 85,618 | $4.0M |
| Texas Yale Capital Corp. | 0.11% | Add +2.8% | 83,648 | $3.9M |
| Patriot Investment Management Group, Inc. | 0.24% | Reduce -3.6% | 80,336 | $3.8M |
| Seven Springs Wealth Group, LLC | 0.88% | Reduce -10.7% | 80,306 | $3.8M |
| Cornerstone Wealth Advisors, Inc. | 0.85% | Reduce -0.2% | 78,681 | $3.7M |
| Jacobs Equity LLC | 3.22% | Add +0.5% | 70,406 | $3.6M |
| Northern Trust Corp. | 0.00% | Reduce -0.0% | 73,596 | $3.4M |
| TD Waterhouse Canada Inc. | 0.01% | Add +39.8% | 72,458 | $3.4M |
| Signal Tree Financial Partners LLC | 2.53% | Add +1.9% | 71,734 | $3.4M |
| Stifel Financial Corp. | 0.00% | Add +2.1% | 69,721 | $3.3M |
| Morton Brown Family Wealth, LLC | 0.85% | Reduce -1.5% | 68,782 | $3.2M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -5.1% | 67,829 | $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.