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 |
| Manske Wealth Management | 0.84% | Add +7.7% | 64,346 | $3.0M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -10.9% | 63,559 | $3.0M |
| Aire Advisors, LLC | 0.53% | Reduce -0.2% | 62,159 | $2.9M |
| BCS Wealth Management | 0.59% | Reduce -51.0% | 61,787 | $2.9M |
| Abacus Planning Group, Inc. | 0.38% | Add +7.6% | 60,352 | $2.8M |
| Cabot Wealth Management Inc. | 0.32% | Add +25.8% | 59,245 | $2.8M |
| Valley National Advisers Inc. | 0.35% | Reduce -6.2% | 57,318 | $2.7M |
| Noble Family Wealth, LLC | 0.54% | Add +0.0% | 56,143 | $2.6M |
| Stone Summit Wealth LLC | 0.72% | Add +15.6% | 55,382 | $2.6M |
| Curry Webb Wealth Management LLC | 1.16% | Add +16.2% | 52,679 | $2.5M |
| Tradewinds Capital Management, LLC | 0.49% | Add +7.5% | 52,398 | $2.4M |
| Coldstream Capital Management Inc. | 0.03% | Reduce -7.6% | 52,041 | $2.4M |
| Beckerman Institutional, LLC | 1.26% | Add +6.1% | 50,735 | $2.4M |
| Amicus Financial Advisors, LLC | 0.65% | Reduce -1.3% | 50,321 | $2.4M |
| Kohmann Bosshard Financial Services, LLC | 0.23% | Reduce -0.7% | 49,847 | $2.3M |
| Colony Family Offices, LLC | 0.57% | Reduce -8.6% | 49,744 | $2.3M |
| Carter Financial Group, INC. | 1.43% | Reduce -6.2% | 49,293 | $2.3M |
| Shakespeare Wealth Management, LLC | 0.52% | Reduce -1.7% | 47,379 | $2.2M |
| Modera Wealth Management, LLC | 0.03% | Reduce -1.6% | 46,338 | $2.2M |
| Grove Street Fiduciary, LLC | 0.94% | No change | 45,735 | $2.1M |
| Invesco Ltd. | 0.00% | Reduce -17.4% | 45,052 | $2.1M |
| Lido Advisors, LLC | 0.01% | Add +171.0% | 43,428 | $2.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +146.9% | 42,962 | $2.0M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -38.3% | 42,828 | $2.0M |
| NewEdge Advisors, LLC | 0.01% | Reduce -2.6% | 42,157 | $2.0M |
| Braun-Bostich & Associates Inc. | 1.23% | Reduce -6.2% | 42,045 | $2.0M |
| Christensen, King & Associates Investment Services, Inc. | 0.84% | Reduce -1.2% | 41,848 | $2.0M |
| HORAN Wealth, LLC | 0.19% | Add +0.5% | 41,685 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -39.1% | 41,021 | $1.9M |
| CENTRAL TRUST Co | 0.04% | Reduce -1.5% | 40,057 | $1.9M |
| Hexagon Capital Partners LLC | 0.26% | Add +7.5% | 38,696 | $1.8M |
| Oarsman Capital, Inc. | 0.22% | Add +6.1% | 38,611 | $1.8M |
| Farther Finance Advisors, LLC | 0.02% | Add +4.2% | 37,218 | $1.8M |
| Guardian Financial Partners, LLC | 0.74% | Add +4.3% | 37,709 | $1.8M |
| JPMorgan Chase & Co. | 0.00% | Add +54.4% | 38,488 | $1.7M |
| American Financial & Tax Strategies Inc. | 0.83% | Reduce -3.1% | 36,719 | $1.7M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | Reduce -1.9% | 36,098 | $1.7M |
| Foster Group, Inc. | 0.05% | Add +9.2% | 35,977 | $1.7M |
| MAI Capital Management | 0.01% | Reduce -2.9% | 35,557 | $1.7M |
| Fonville Wealth Management LLC | 0.32% | Add +0.3% | 35,503 | $1.7M |
| Act Wealth Management, LLC | 0.56% | Add +1.4% | 35,421 | $1.7M |
| Focus Financial Network, Inc. | 0.06% | Reduce -0.9% | 35,344 | $1.7M |
| One Capital Management, LLC | 0.05% | Add +271.2% | 35,183 | $1.6M |
| Quantinno Capital Management LP | 0.00% | Add +55.8% | 34,556 | $1.6M |
| Walkner Condon Financial Advisors LLC | 0.21% | Reduce -1.6% | 34,462 | $1.6M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -7.1% | 33,727 | $1.6M |
| Integris Wealth Management, LLC | 0.35% | Reduce -0.3% | 32,565 | $1.5M |
| Strategic Family Wealth Counselors, L.L.C. | 0.39% | Add +0.8% | 31,766 | $1.5M |
| Dopkins Wealth Management, LLC | 0.59% | Reduce -5.6% | 31,187 | $1.5M |
| IMA Advisory Services, Inc. | 0.14% | Add +4.1% | 30,579 | $1.4M |
| Eagle Harbor Asset Management Inc. | 1.22% | Reduce -4.5% | 30,493 | $1.4M |
| US Bancorp \de | 0.00% | Reduce -6.1% | 29,909 | $1.4M |
| Commerce Bank | 0.01% | Reduce -3.7% | 29,774 | $1.4M |
| Wealth Architects, LLC | 0.12% | Reduce -1.1% | 29,571 | $1.4M |
| Falcon Wealth Planning | 0.09% | Add +2.5% | 29,295 | $1.4M |
| Seneca Financial Advisors LLC | 0.40% | No change | 29,225 | $1.4M |
| LTG Capital LLC | 0.97% | Reduce -0.3% | 27,155 | $1.3M |
| Elevation Wealth Partners, LLC | 0.45% | Reduce -13.1% | 26,798 | $1.3M |
| Embree Financial Group | 0.14% | Reduce -25.5% | 25,958 | $1.2M |
| Oakwell Private Wealth Management, LLC | 0.22% | Reduce -1.4% | 25,944 | $1.2M |
| 25 LLC | 0.37% | Reduce -0.5% | 25,913 | $1.2M |
| Nwam LLC | 0.07% | Add +0.1% | 25,660 | $1.2M |
| Mgo One Seven LLC | 0.02% | Add +6.3% | 25,635 | $1.2M |
| SeaCrest Wealth Management, LLC | 0.12% | Reduce -1.2% | 24,913 | $1.2M |
| IFP Advisors, Inc | 0.02% | Add +8.1% | 24,757 | $1.2M |
| Smith Partners Wealth Management, LLC | 1.04% | Reduce -20.3% | 24,744 | $1.2M |
| Cresset Asset Management, LLC | 0.00% | Add +0.5% | 24,284 | $1.1M |
| Avestar Capital, LLC | 0.08% | Add +0.2% | 24,053 | $1.1M |
| Leisure Capital Management | 0.39% | Reduce -7.8% | 23,966 | $1.1M |
| Cloud Capital Management, LLC | 0.48% | Add +3.0% | 23,477 | $1.1M |
| Nations Financial Group Inc, /Ia/ | 0.06% | Reduce -12.6% | 22,991 | $1.1M |
| MML Investors Services, LLC | 0.00% | Add +234.1% | 22,936 | $1.1M |
| Creekside Partners | 0.43% | Reduce -0.6% | 22,517 | $1.1M |
| James J. Burns & Company, LLC | 0.14% | Reduce -2.4% | 22,328 | $1.0M |
| Fifth Third Securities, Inc. | 0.07% | Add +2.7% | 22,143 | $1.0M |
| Aspen Investment Management Inc | 0.31% | Add +2.9% | 21,584 | $1.0M |
| Stevens Capital Partners | 0.24% | Add +59.2% | 21,395 | $1.0M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +10.9% | 21,367 | $999K |
| Tempus Wealth Planning, LLC | 0.23% | Add +4.0% | 21,009 | $982K |
| OneAscent Financial Services LLC | 0.05% | Reduce -0.5% | 20,466 | $957K |
| CFG Wealth Management Services, Inc. | 0.90% | Reduce -1.0% | 20,676 | $953K |
| Blueline Advisors LLC | 0.73% | Reduce -2.7% | 20,116 | $940K |
| Sand Hill Global Advisors, LLC | 0.03% | Reduce -0.8% | 19,894 | $930K |
| Index Fund Advisors, Inc. | 0.04% | Add +0.5% | 19,483 | $911K |
| K2 Financial Inc. | 0.66% | Add +5.8% | 18,149 | $909K |
| Yoffe Investment Management, LLC | 1.16% | No change | 19,444 | $909K |
| Envision Financial LLC | 0.49% | Reduce -4.9% | 19,439 | $909K |
| NorthCrest Asset Manangement, LLC | 0.03% | Reduce -36.4% | 19,299 | $906K |
| EverSource Wealth Advisors, LLC | 0.03% | Reduce -11.7% | 19,373 | $905K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +2.7% | 19,285 | $901K |
| ZynergyRetirementPlanningLLC | 0.54% | Reduce -12.9% | 18,974 | $887K |
| Cwm, LLC | 0.00% | Reduce -23.0% | 18,762 | $877K |
| Moisand Fitzgerald Tamayo, LLC | 0.09% | Reduce -2.9% | 18,555 | $867K |
| Avior Wealth Management, LLC | 0.02% | Reduce -0.6% | 18,209 | $851K |
| Murphy & Mullick Capital Management Corp | 0.63% | Reduce -0.9% | 18,201 | $851K |
| Investment Partners Asset Management, Inc. | 0.51% | Reduce -3.0% | 17,820 | $833K |
| AQR Capital Management | 0.00% | Add +244.2% | 17,713 | $828K |
| Renaissance Technologies | 0.00% | New | 17,500 | $818K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +93.7% | 17,094 | $799K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -10.1% | 17,078 | $798K |
| Vawter Financial, Ltd. | 0.33% | Reduce -3.7% | 16,710 | $781K |
| Savvy Advisors, Inc. | 0.02% | Add +26.1% | 16,505 | $771K |
| Composition Wealth, LLC | 0.01% | Add +0.0% | 16,503 | $771K |
| HB Wealth Management, LLC | 0.01% | Reduce -14.9% | 16,488 | $771K |
| Parkside Financial Bank & Trust | 0.06% | No change | 16,393 | $766K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | New | 16,122 | $754K |
| Argent Trust Co | 0.03% | No change | 15,831 | $740K |
| Collective Family Office LLC | 0.17% | Reduce -2.4% | 15,730 | $735K |
| Altfest L J & Co. Inc. | 0.08% | Reduce -5.1% | 15,719 | $735K |
| McLean Asset Management Corp | 0.13% | Reduce -7.3% | 15,682 | $733K |
| Factor Wealth Management LTD | 0.14% | Reduce -7.2% | 15,627 | $730K |
| Passive Capital Management, LLC. | 0.22% | Reduce -3.1% | 15,482 | $724K |
| Fidelis Capital Partners, LLC | 0.05% | No change | 15,321 | $716K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 15,313 | $716K |
| Bank of Montreal | 0.00% | Reduce -9.0% | 15,167 | $709K |
| Peak Financial Management, Inc. | 0.18% | No change | 15,105 | $706K |
| Klingman & Associates, LLC | 0.03% | Reduce -32.8% | 14,786 | $691K |
| Equitable Holdings, Inc. | 0.00% | Add +3.0% | 14,661 | $668K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -0.1% | 14,183 | $663K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -1.4% | 14,004 | $655K |
| AE Wealth Management LLC | 0.00% | Add +23.8% | 13,525 | $632K |
| Brooklyn Investment Group | 0.02% | Reduce -0.4% | 13,452 | $629K |
| Summit Financial Strategies, Inc. | 0.05% | Add +101.2% | 13,294 | $621K |
| Baird Financial Group, Inc. | 0.00% | New | 13,247 | $619K |
| Livet Wealth, LLC | 0.39% | Reduce -4.7% | 13,137 | $614K |
| Fifth Third Wealth Advisors LLC | 0.02% | Reduce -9.0% | 12,878 | $602K |
| Omega Financial Group, LLC | 0.19% | Reduce -7.0% | 12,473 | $583K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -5.2% | 12,343 | $577K |
| Essex Financial Services, Inc. | 0.03% | No change | 12,158 | $568K |
| Blue Bell Private Wealth Management, LLC | 0.08% | Add +4.3% | 12,033 | $562K |
| Cardiff Park Advisors, LLC | 0.04% | Add +951.7% | 11,800 | $552K |
| Amara Financial, Llc. | 0.37% | No change | 11,582 | $541K |
| Simon Quick Advisors, LLC | 0.02% | No change | 11,533 | $539K |
| Oath Planning, LLC | 0.48% | No change | 11,472 | $536K |
| Fortis Capital Advisors, LLC | 0.07% | Reduce -10.1% | 11,428 | $534K |
| Belpointe Asset Management LLC | 0.02% | Reduce -10.1% | 11,428 | $534K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -7.1% | 11,354 | $531K |
| Lantz Financial LLC | 0.11% | Reduce -0.7% | 11,333 | $530K |
| Betterment LLC | 0.00% | New | 11,068 | $517K |
| Hardin Capital Partners, LLC | 0.24% | Add +3.6% | 10,955 | $512K |
| Berger Financial Group, Inc | 0.03% | Add +30.3% | 10,855 | $507K |
| Krilogy Financial LLC | 0.02% | Reduce -1.3% | 9,814 | $492K |
| Ifrah Financial Services, Inc. | 0.13% | Reduce -2.9% | 10,428 | $487K |
| Life Planning Partners, Inc | 0.37% | No change | 10,338 | $483K |
| Chesley Taft & Associates LLC | 0.02% | No change | 10,296 | $481K |
| International Private Wealth Advisors LLC | 0.29% | Add +5.9% | 10,296 | $481K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 10,014 | $468K |
| Morris Financial Concepts, Inc. | 0.15% | Reduce -6.5% | 9,684 | $453K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -11.3% | 9,618 | $450K |
| Private Wealth Management Group, LLC | 0.12% | Reduce -5.7% | 9,576 | $448K |
| Sachem Hill LLC | 0.09% | Reduce -0.5% | 9,419 | $440K |
| Cooke Wealth Management, LLC | 0.38% | No change | 9,239 | $432K |
| Zhang Financial LLC | 0.01% | Add +95.9% | 9,106 | $426K |
| Sei Investments Co. | 0.00% | Add +12.7% | 9,080 | $424K |
| TIAA Wealth Investment Management LLC | 0.00% | — | 9,356 | $423K |
| Flaharty Asset Management, LLC | 0.05% | Reduce -17.5% | 8,944 | $418K |
| Advisory Services Network, LLC | 0.01% | Reduce -5.0% | 8,818 | $412K |
| Mutual Advisors, LLC | 0.01% | Reduce -3.6% | 8,681 | $406K |
| Gilbert & Cook, Inc. | 0.05% | No change | 8,618 | $403K |
| Ritholtz Wealth Management | 0.01% | Reduce -18.3% | 8,328 | $389K |
| Busey Bank | 0.01% | No change | 8,293 | $388K |
| American Capital Advisory, LLC | 0.16% | Add +45.6% | 8,246 | $385K |
| Ballast Financial Advisors LLC | 0.39% | Reduce -3.9% | 8,197 | $383K |
| Garde Capital, Inc. | 0.02% | Add +0.9% | 8,065 | $377K |
| Clearstead Advisors, LLC | 0.00% | No change | 8,065 | $377K |
| Allworth Financial LP | 0.00% | Add +4.8% | 8,064 | $377K |
| CWC Advisors, LLC. | 0.18% | Reduce -6.7% | 8,034 | $376K |
| Schwallier Wealth Management LLC | 0.27% | Reduce -31.8% | 7,949 | $372K |
| Cahill Financial Advisors Inc. | 0.04% | No change | 7,922 | $370K |
| Capital Analysts, LLC | 0.01% | Add +37.5% | 7,898 | $370K |
| Maseco LLP | 0.01% | Reduce -19.1% | 7,889 | $369K |
| IVC Wealth Advisors LLC | 0.16% | Reduce -1.1% | 7,827 | $366K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +6.0% | 7,717 | $361K |
| Seaside Wealth Management, Inc. | 0.10% | No change | 7,696 | $360K |
| May Hill Capital, LLC | 0.09% | No change | 7,650 | $358K |
| Geometric Wealth Advisors | 0.04% | Add +4.1% | 7,472 | $349K |
| Members Trust Co | 0.01% | New | 7,419 | $347K |
| Obermeyer Wealth Partners | 0.02% | No change | 7,231 | $338K |
| White Lighthouse Investment Management Inc. | 0.05% | Reduce -0.4% | 7,186 | $336K |
| Kingsview Wealth Management, LLC | 0.00% | Add +9.0% | 7,161 | $335K |
| Payne Capital Management, LLC | 0.10% | Reduce -0.6% | 7,055 | $330K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -44.6% | 7,143 | $323K |
| Tranquility Partners, LLC | 0.12% | No change | 6,853 | $320K |
| RFG Advisory, LLC | 0.01% | Add +2.9% | 6,843 | $320K |
| Advisory Alpha, LLC | 0.01% | Reduce -6.1% | 6,817 | $319K |
| Pension & Wealth Management Advisors, Inc. | 0.09% | Add +0.7% | 6,792 | $317K |
| Bradley Foster & Sargent Inc. | 0.00% | Add +0.4% | 6,780 | $317K |
| Sovran Advisors, LLC | 0.02% | New | 6,262 | $314K |
| Simplicity Wealth,LLC | 0.02% | Reduce -49.2% | 6,684 | $312K |
| Motco | 0.03% | Add +9.3% | 6,656 | $311K |
| Sax Wealth Advisors, LLC | 0.01% | No change | 6,817 | $310K |
| Empower Advisory Group, LLC | 0.00% | Add +32.3% | 6,603 | $309K |
| PFG Advisors | 0.01% | Reduce -1.2% | 6,581 | $308K |
| Asset Dedication, LLC | 0.02% | No change | 6,566 | $307K |
| MBL Wealth, LLC | 0.02% | No change | 6,500 | $304K |
| Comprehensive Money Management Services LLC | 0.20% | Add +17.1% | 6,430 | $301K |
| Vista Capital Partners, Inc. | 0.03% | Reduce -31.6% | 6,384 | $298K |
| Blair William & Co. | 0.00% | No change | 6,240 | $292K |
| Visionary Horizons, LLC | 0.14% | Add +19.3% | 6,233 | $291K |
| Aspiring Ventures, LLC | 0.10% | No change | 6,193 | $289K |
| Fifth Third Bancorp | 0.00% | Add +72.7% | 6,159 | $288K |
| Port Capital LLC | 0.01% | No change | 6,000 | $280K |
| Uptown Financial Advisors LLC | 0.23% | Reduce -5.7% | 5,984 | $280K |
| Birchwood Financial Partners, Inc. | 0.26% | No change | 5,869 | $274K |
| Alpha Omega Wealth Management LLC | 0.04% | Reduce -17.3% | 5,867 | $274K |
| Kathmere Capital Management, LLC | 0.02% | No change | 5,852 | $274K |
| Financial Concepts Unlimited, Inc. | 0.24% | — | 5,727 | $268K |
| Brandywine Oak Private Wealth LLC | 0.02% | No change | 5,623 | $263K |
| Black Diamond Financial, LLC | 0.03% | Reduce -1.8% | 5,578 | $261K |
| Arvest Bank Trust Division | 0.01% | New | 5,572 | $260K |
| Single Point Partners, LLC | 0.05% | Reduce -6.8% | 5,541 | $259K |
| Worth Asset Management, LLC | 0.10% | Add +24.0% | 5,536 | $259K |
| Ieq Capital, LLC | 0.00% | No change | 5,514 | $258K |
| Quadrant Capital Group LLC | 0.01% | No change | 5,511 | $258K |
| Aurelius Family Office LLC | 0.11% | Reduce -1.6% | 5,339 | $250K |
| Bank of New York Mellon Corp | 0.00% | New | 5,317 | $249K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | Reduce -2.8% | 5,315 | $248K |
| Aptus Capital Advisors, LLC | 0.00% | Add +5.4% | 5,244 | $245K |
| Aspen Grove Capital, LLC | 0.05% | No change | 5,193 | $243K |
| Summitry LLC | 0.01% | No change | 5,177 | $242K |
| North Forty Two & Co. | 0.22% | No change | 5,067 | $237K |
| Sensible Money, LLC | 0.07% | No change | 5,031 | $235K |
| Parcion Private Wealth LLC | 0.01% | Reduce -76.4% | 5,021 | $235K |
| Truist Financial Corp. | 0.00% | Reduce -6.3% | 4,967 | $232K |
| &partners | 0.00% | Add +6.3% | 4,854 | $227K |
| Wilson & Boucher Capital Management, LLC | 0.15% | Add +2.1% | 4,850 | $227K |
| Tribridge Partners Financial LLC | 0.09% | No change | 4,803 | $226K |
| Brickley Wealth Management | 0.04% | Reduce -1.9% | 4,816 | $225K |
| Carolina Wealth Advisors, LLC | 0.09% | Reduce -9.1% | 4,790 | $224K |
| HHM Wealth Advisors, LLC | 0.03% | No change | 4,715 | $220K |
| Coordinated Financial Services, Inc. | 0.13% | Add +4.4% | 4,683 | $219K |
| Landmark Wealth Management, LLC | 0.06% | New | 4,622 | $216K |
| Manuka Financial, LLC | 0.13% | No change | 4,597 | $215K |
| Accredited Investors Inc. | 0.01% | No change | 4,587 | $214K |
| Ballentine Capital Advisors, Inc | 0.09% | No change | 4,568 | $214K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -82.0% | 4,549 | $213K |
| AlphaCore Capital LLC | 0.01% | Add +25.7% | 4,517 | $211K |
| First National Bank of Mount Dora, Trust Investment Services | 0.05% | No change | 4,500 | $210K |
| Range Advisory, LLC | 0.04% | Reduce -4.0% | 4,497 | $210K |
| Ironsides Asset Advisors, LLC | 0.05% | No change | 4,490 | $210K |
| Brown Advisory Inc. | 0.00% | New | 4,467 | $209K |
| Creative Financial Designs Inc. | 0.01% | Add +13.4% | 4,426 | $207K |
| Evanson Asset Management, LLC | 0.01% | Reduce -15.6% | 4,425 | $207K |
| Avidian Wealth Enterprises, LLC | 0.01% | No change | 4,419 | $207K |
| Clarity Capital Advisors, LLC | 0.10% | New | 4,392 | $205K |
| LBMC Investment Advisors, LLC | 0.01% | New | 4,339 | $203K |
| Auxano Advisors, LLC | 0.04% | New | 4,316 | $202K |
| Breakwater Investment Management | 0.07% | Add +472.7% | 4,095 | $191K |
| CoreCap Advisors, LLC | 0.01% | Add +50.3% | 3,525 | $165K |
| Vanguard Advisers Inc. | 0.00% | — | 3,482 | $163K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | No change | 3,155 | $147K |
| Meramec Financial Planners, LLC | 0.05% | Reduce -26.2% | 2,594 | $131K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,590 | $128K |
| Rockefeller Capital Management L.P. | 0.00% | Add +102.5% | 2,728 | $128K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +4.1% | 2,671 | $125K |
| Duncker Streett & Co. Inc. | 0.02% | No change | 2,643 | $124K |
| Pinney & Scofield, Inc. | 0.07% | Reduce -18.7% | 2,625 | $123K |
| Harbour Investments, Inc. | 0.00% | Add +10.6% | 2,611 | $122K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 2,570 | $120K |
| Larson Financial Group LLC | 0.00% | Reduce -35.5% | 2,537 | $119K |
| Root Financial Partners, LLC | 0.01% | Reduce -17.8% | 2,483 | $116K |
| Versant Capital Management, Inc | 0.01% | No change | 2,434 | $114K |
| Clearstead Trust, LLC | 0.02% | No change | 2,361 | $110K |
| National Bank of Canada | 0.00% | No change | 2,303 | $108K |
| Bayban | 0.09% | No change | 2,300 | $108K |
| Daytona Street Capital LLC | 0.08% | No change | 2,198 | $105K |
| Tompkins Financial Corp. | 0.01% | New | 2,226 | $104K |
| Operose Advisors LLC | 0.02% | Add +3.7% | 2,196 | $103K |
| Raleigh Capital Management Inc. | 0.03% | Add +6.6% | 2,013 | $94K |
| Jackson Hole Capital Partners, LLC | 0.02% | No change | 2,010 | $94K |
| Access Investment Management LLC | 0.02% | No change | 2,000 | $93K |
| Capital Advisors, Ltd. LLC | 0.01% | Add +36.8% | 1,969 | $92K |
| GW&K Investment Management, LLC | 0.00% | No change | 1,962 | $92K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -2.2% | 1,927 | $90K |
| Newton One Investments LLC | 0.02% | No change | 1,899 | $89K |
| Godfrey Financial Associates, Inc. | 0.07% | New | 1,870 | $87K |
| Blue Trust, Inc. | 0.00% | No change | 1,779 | $83K |
| Cranbrook Wealth Management, LLC | 0.02% | No change | 1,766 | $83K |
| Citigroup Inc. | 0.00% | Add +58.1% | 1,758 | $82K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +586.9% | 1,724 | $81K |
| CVA Family Office, LLC | 0.01% | Add +0.9% | 1,702 | $80K |
| Russell Investments Group, Ltd. | 0.00% | No change | 1,484 | $69K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 1,396 | $65K |
| Chapman Financial Group, LLC | 0.05% | No change | 1,391 | $65K |
| Parallel Advisors, LLC | 0.00% | Add +2.4% | 1,305 | $61K |
| Clear Investment Research, LLC | 0.09% | New | 1,253 | $59K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 1,236 | $58K |
| MCF Advisors LLC | 0.00% | No change | 1,190 | $56K |
| Franklin Resources Inc. | 0.00% | Reduce -70.2% | 1,120 | $52K |
| SJS Investment Consulting Inc. | 0.01% | Reduce -7.5% | 1,088 | $51K |
| WealthCollab, LLC | 0.02% | Reduce -52.4% | 1,013 | $47K |
| First Community Trust NA | 0.03% | No change | 1,000 | $47K |
| Red Reef Advisors LLC | 0.05% | No change | 953 | $45K |
| Abound Wealth Management | 0.01% | Add +27.1% | 952 | $44K |
| Pinnacle Bancorp, Inc. | 0.01% | New | 951 | $44K |
| Kilter Group LLC | 0.02% | Add +1.9% | 926 | $43K |
| Dunhill Financial, LLC | 0.01% | Reduce -0.1% | 914 | $43K |
| Fairway Wealth LLC | 0.01% | No change | 879 | $41K |
| Networth Advisors, LLC | 0.03% | New | 835 | $39K |
| Whittier Trust Co. | 0.00% | Add +100.0% | 684 | $32K |
| Independence Bank of Kentucky | 0.00% | No change | 684 | $32K |
| IMG Wealth Management, Inc. | 0.02% | No change | 675 | $32K |
| Front Row Advisors LLC | 0.01% | No change | 662 | $31K |
| Burk Holdings LLC | 0.01% | New | 640 | $30K |
| Geneos Wealth Management Inc. | 0.00% | No change | 616 | $29K |
| Activest Wealth Management | 0.01% | Add +0.2% | 610 | $28K |
| Arax Advisory Partners | 0.00% | Reduce -56.1% | 596 | $28K |
| Smithfield Trust Co | 0.00% | Add +71.7% | 589 | $27K |
| Proffitt & Goodson Inc. | 0.00% | No change | 559 | $26K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 525 | $25K |
| Johnson Financial Group, Inc. | 0.00% | No change | 525 | $25K |
| Cordgrass Capital Advisors, LLC | 0.01% | Add +15.2% | 516 | $24K |
| Ancora Advisors LLC | 0.00% | Reduce -40.2% | 502 | $23K |
| Anchor Investment Management, LLC | 0.00% | New | 500 | $23K |
| TFC Financial Management, Inc. | 0.00% | No change | 479 | $22K |
| Crewe Advisors LLC | 0.00% | No change | 467 | $22K |
| Hoey Investments, Inc. | 0.00% | Add +2.2% | 460 | $22K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Add +22.6% | 440 | $21K |
| Angeles Wealth Management, LLC | 0.00% | New | 420 | $20K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -87.1% | 409 | $19K |
| Rossby Financial, LCC | 0.00% | Add +1468.0% | 392 | $19K |
| 4Thought Financial Group Inc. | 0.01% | Reduce -8.5% | 388 | $18K |
| Vanguard National Trust Co | 0.00% | — | 386 | $18K |
| Elevated Capital Advisors, LLC | 0.00% | No change | 372 | $17K |
| PFC Capital Group, Inc. | 0.01% | No change | 368 | $17K |
| PFS Partners, LLC | 0.01% | No change | 346 | $16K |
| Sound Income Strategies, LLC | 0.00% | No change | 338 | $16K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 348 | $16K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 341 | $16K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 340 | $16K |
| Waverly Advisors, LLC | 0.00% | No change | 340 | $16K |
| Gill Capital Partners, LLC | 0.00% | New | 331 | $15K |
| Synergy Investment Management, LLC | 0.01% | New | 329 | $15K |
| Howe & Rusling Inc. | 0.00% | Reduce -51.0% | 305 | $14K |
| Vermillion Wealth Management, Inc. | 0.01% | Add +28.1% | 301 | $14K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 300 | $14K |
| AdvisorNet Financial, Inc | 0.00% | Add +20.8% | 267 | $12K |
| Bogart Wealth, LLC | 0.00% | No change | 263 | $12K |
| Assetmark, Inc. | 0.00% | Reduce -39.5% | 262 | $12K |
| Grey Ledge Advisors, LLC | 0.00% | Add +6.9% | 248 | $12K |
| Wagner Wealth Management, LLC | 0.00% | Add +4820.0% | 246 | $11K |
| Financial Consulate, Inc. | 0.00% | No change | 245 | $11K |
| Key Capital Management, INC | 0.01% | New | 242 | $11K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 229 | $11K |
| Hamilton Point Investment Advisors, LLC | 0.00% | No change | 214 | $10K |
| Bessemer Group Inc. | 0.00% | New | 217 | $10K |
| Wilkerson Advisory Group LLC | 0.00% | Reduce -28.1% | 210 | $10K |
| JPL Wealth Management, LLC | 0.00% | New | 204 | $10K |
| Archer Investment Corp | 0.00% | Add +202.4% | 251 | $9K |
| Key Financial Inc | 0.00% | No change | 198 | $9K |
| Nalls Sherbakoff Group, LLC | 0.01% | No change | 160 | $7K |
| Pittenger & Anderson Inc. | 0.00% | No change | 150 | $7K |
| JDM Financial Group LLC | 0.00% | No change | 131 | $6K |
| Lanark Financial, Inc. | 0.00% | No change | 122 | $6K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | No change | 120 | $6K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 112 | $5K |
| HM Payson & Co. | 0.00% | New | 110 | $5K |
| VSM Wealth Advisory, LLC | 0.00% | New | 110 | $5K |
| Signature Resources Capital Management, LLC | 0.00% | New | 106 | $5K |
| Triumph Capital Management | 0.00% | Reduce -78.8% | 99 | $5K |
| Kozak & Associates, Inc. | 0.00% | New | 87 | $4K |
| International Assets Investment Management, LLC | 0.00% | No change | 71 | $3K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 71 | $3K |
| Napier Financial, LLC | 0.00% | New | 66 | $3K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -18.5% | 66 | $3K |
| Signaturefd, LLC | 0.00% | Reduce -17.3% | 62 | $3K |
| Prosperity Bancshares Inc | 0.00% | No change | 54 | $3K |
| Pillar Financial Advisors, LLC | 0.00% | No change | 50 | $2K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 38 | $2K |
| Addison Advisors LLC | 0.00% | No change | 37 | $2K |
| Main Street Group, LTD | 0.00% | New | 37 | $2K |
| Greykasell Wealth Strategies, Inc. | 0.00% | No change | 36 | $2K |
| Bfsg, LLC | 0.00% | Reduce -12.2% | 36 | $2K |
| Community Bank, N.A. | 0.00% | New | 33 | $2K |
| Sunbelt Securities, Inc. | 0.00% | Add +128.6% | 32 | $1K |
| Rothschild Investment LLC | 0.00% | No change | 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% | Reduce -6.9% | 27 | $1K |
| Founders Financial Alliance, LLC | 0.00% | No change | 25 | $1K |
| 3 Factor Indexing, LLC | 0.00% | — | 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% | No change | 12 | $1K |
| Creative Capital Management Investments LLC | 0.00% | New | 18 | $841 |
| Graney & King, LLC | 0.00% | No change | 17 | $816 |
| Valued Wealth Advisors LLC | 0.00% | New | 16 | $748 |
| Ascentis Independent Advisors | 0.00% | New | 16 | $747 |
| Portus Wealth Advisors, LLC | 0.00% | New | 14 | $654 |
| McGuire Capital Advisors Inc. | 0.00% | No change | 14 | $654 |
| Frazier Financial Advisors, LLC | 0.00% | No change | 12 | $581 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.00% | No change | 8 | $374 |
| First Pacific Financial | 0.00% | New | 6 | $281 |
| American National Bank & Trust | 0.00% | No change | 5 | $233 |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 2 | $93 |
"% 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.