Schwab International Small-Cap Equity ETF (SCHC) Institutional Ownership

$34.66
-0.13 (-0.37%)
(As of 04/24/2024 ET)

Institutional Ownership Changes (13F Filings) for Schwab International Small-Cap Equity ETF (NYSEARCA:SCHC)

Number of
Institutional Buyers
(last 12 months)
196
Total
Institutional Inflows
(last 12 months)
$506.03M
Number of
Institutional Sellers
(last 12 months)
144
Total
Institutional Outflows
(last 12 months)
$234.70M
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SCHC Institutional Buying and Selling by Quarter

Schwab International Small-Cap Equity ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/24/2024Krilogy Financial LLC17,194$616K0.0%-11.4%0.015%
4/24/2024CENTRAL TRUST Co121,113$4.34M0.1%-8.0%0.105%
4/24/2024Blue Bell Private Wealth Management LLC11,325$405K0.1%-13.5%0.010%
4/24/2024Capasso Planning Partners LLC14,140$506K0.2%-30.1%0.012%
4/23/2024 James J. Burns & Company LLC9,601$340K0.1%-54.8%0.008%
4/23/2024 Morton Brown Family Wealth LLC404,423$14.48M6.0%+7.7%0.350%
4/23/2024 McAdam LLC1,436,955$51.44M3.3%+7.1%1.244%
4/23/2024 Financial Consulate Inc.159,399$5.71M1.7%+1.8%0.138%
4/23/2024 Raymond James Financial Services Advisors Inc.66,569$2.38M0.0%-18.7%0.058%
4/22/2024 Nicholas Hoffman & Company LLC.219,818$7.87M0.4%+6.3%0.190%
4/22/2024 Strategic Financial Planning Inc.179,399$6.42M4.8%-0.3%0.155%
4/19/2024 ZRC Wealth Management LLC37,316$1.34M0.7%+85.9%0.032%
4/19/2024 Valley National Advisers Inc.243,191$8.71M1.3%+4.3%0.211%
4/19/2024 IVC Wealth Advisors LLC7,736$277K0.2%+7.6%0.007%
4/19/2024 Tradewinds Capital Management LLC5,167$185K0.1%+204.5%0.004%
4/18/2024 SeaCrest Wealth Management LLC28,585$1.02M0.1%+1.2%0.025%
4/18/2024 Hexagon Capital Partners LLC29,015$1.04M0.2%+34.8%0.025%
4/18/2024 Morris Financial Concepts Inc.12,468$446K0.2%-20.2%0.011%
4/18/2024 Miracle Mile Advisors LLC21,863$783K0.0%-34.2%0.019%
4/18/2024 Omega Financial Group LLC17,758$636K0.3%-3.7%0.015%
4/17/2024 Annapolis Financial Services LLC11,193$401K0.1%-5.9%0.010%
4/17/2024 Brooklyn FI LLC109,941$3.94M1.6%-0.4%0.095%
4/17/2024 Kathleen S. Wright Associates Inc.139,229$4.98M2.3%-1.7%0.121%
4/16/2024 Noble Family Wealth LLC55,071$1.97M0.6%-5.0%0.048%
4/16/2024 Moisand Fitzgerald Tamayo LLC23,301$834K0.1%-1.9%0.020%
4/16/2024 OneAscent Financial Services LLC23,210$831K0.1%-13.9%0.020%
4/16/2024 Capital Insight Partners LLC243,006$8.70M1.6%+3.8%0.210%
4/16/2024 Courage Miller Partners LLC178,899$6.41M2.2%+1.2%0.155%
4/16/2024 Wealth Enhancement Advisory Services LLC670,026$23.99M0.1%-10.3%0.580%
4/16/2024 Procyon Advisors LLC101,286$3.63M0.3%+1,365.6%0.088%
4/15/2024 Investment Partners Asset Management Inc.16,822$602K0.5%+8.2%0.015%
4/15/2024 Wealthcare Advisory Partners LLC8,434$302K0.0%N/A0.007%
4/15/2024 Atlas Capital Advisors LLC227,374$8.14M1.3%-2.8%0.197%
4/15/2024 West Paces Advisors Inc.198,514$7.11M1.9%-3.3%0.172%
4/13/2024 Columbus Macro LLC67,687$2.42M0.9%-0.6%0.059%
4/12/2024 Charles Schwab Trust Co278,999$9.99M0.9%+15.4%0.242%
4/12/2024 Abacus Planning Group Inc.48,419$1.73M0.3%-0.8%0.044%
4/11/2024 Single Point Partners LLC28,233$1.01M0.2%-5.8%0.026%
4/11/2024 Paragon Capital Management Ltd6,984$250K0.0%N/A0.006%
4/11/2024 Cornerstone Wealth Advisors Inc.90,097$3.23M1.0%-12.6%0.081%
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4/10/2024 McLean Asset Management Corp23,077$826K0.3%+9.7%0.021%
4/10/2024 BCS Wealth Management20,572$736K0.2%+95.4%0.019%
4/10/2024 Lantz Financial LLC11,619$416K0.1%-4.8%0.010%
4/10/2024 ACT Wealth Management LLC286,605$10.26M5.2%+3.8%0.259%
4/9/2024 Richard P Slaughter Associates Inc23,569$844K0.2%-25.6%0.021%
4/9/2024 Northwest Capital Management Inc57,984$2.08M0.7%-0.5%0.052%
4/9/2024 Collective Family Office LLC16,720$599K0.2%-3.0%0.015%
4/9/2024 Foster Group Inc.30,445$1.09M0.1%+19.7%0.028%
4/9/2024 Mather Group LLC.1,033,254$36.05M0.6%-0.6%0.933%
4/5/2024 Carolina Wealth Advisors LLC27,709$992K0.5%+8.3%0.025%
4/2/2024 Symmetry Partners LLC119,508$4.28M0.3%-12.1%0.108%
4/1/2024 Appleton Partners Inc. MA6,089$218K0.0%N/A0.006%
3/6/2024SageView Advisory Group LLC1,621,136$55.30M1.9%+39.3%1.464%
3/1/2024Creekmur Asset Management LLC1,148$40K0.0%N/A0.001%
2/29/2024Tortoise Investment Management LLC200,385$6.99M0.9%+8.7%0.181%
2/27/2024Beaird Harris Wealth Management LLC185,024$6.46M0.7%-1.5%0.167%
2/15/2024Bell Investment Advisors Inc164,615$5.74M1.2%-3.6%0.149%
2/14/2024Creative Planning1,440,089$50.25M0.1%+1.6%1.301%
2/14/2024Redwood Investment Management LLC232,991$8.13M0.7%-17.0%0.210%
2/13/2024Envestnet Asset Management Inc.1,827,436$63.76M0.0%+0.5%1.651%
2/13/2024Vawter Financial Ltd.16,483$575K0.4%+6.9%0.015%
2/13/2024Cetera Advisor Networks LLC124,144$4.33M0.0%+0.9%0.112%
2/13/2024Jones Financial Companies Lllp249,958$8.72M0.0%+11.1%0.226%
2/13/2024Summit Financial Strategies Inc.11,854$414K0.1%-5.2%0.011%
2/13/2024 James J. Burns & Company LLC21,218$739K0.2%+2.0%0.019%
2/12/2024Clear Investment Research LLC1,348$47K0.1%-24.7%0.001%
2/12/2024Brown Brothers Harriman & Co.790$28K0.0%N/A0.001%
2/12/2024 Strategic Financial Planning Inc.179,981$6.28M4.9%+18.8%0.163%
2/12/2024Manhattan West Asset Management LLC6,675$233K0.1%-42.2%0.006%
2/12/2024Dorsey & Whitney Trust CO LLC11,200$391K0.0%-14.6%0.010%
2/12/2024 Fortress Wealth Management Inc.38,789$1.35M0.7%-8.6%0.035%
2/12/2024Focus Financial Network Inc. ADV34,986$1.22M0.0%N/A0.032%
2/12/2024Cape Investment Advisory Inc.1,271$44K0.0%+89.1%0.001%
2/12/2024Wilson & Boucher Capital Management LLC6,000$209K0.2%N/A0.005%
2/9/2024Advisory Services Network LLC7,770$271K0.0%+6.8%0.007%
2/9/2024Commerce Bank30,712$1.07M0.0%+22.1%0.028%
2/9/2024US Bancorp DE47,971$1.67M0.0%-7.4%0.043%
2/9/2024Corient Private Wealth LLC1,189,553$41.50M0.1%+0.8%1.075%
2/9/2024Coldstream Capital Management Inc.142,635$4.98M0.1%+8.6%0.129%
2/9/2024UBS Group AG343,184$11.97M0.0%-6.6%0.310%
2/8/2024 Main Street Financial Solutions LLC140,024$4.89M0.6%+3.3%0.126%
2/8/2024Tortoise Investment Management LLC219,854$7.43M1.0%+19.3%0.199%
2/8/2024Private Wealth Management Group LLC13,942$486K0.2%N/A0.013%
2/8/2024Lindenwold Advisors INC15,250$532K0.3%N/A0.014%
2/8/2024Beacon Pointe Advisors LLC15,267$533K0.0%-20.2%0.014%
2/8/2024Quadrant Capital Group LLC70,193$2.45M0.2%-2.4%0.063%
2/8/2024Vise Technologies Inc.285,014$9.94M2.1%-12.6%0.257%
2/8/2024Moran Wealth Management LLC14,548$508K0.0%+7.2%0.013%
2/8/2024Marshall Financial Group Inc. ADV16,366$571K0.2%+2.6%0.015%
2/7/2024One Capital Management LLC247,079$8.62M0.3%+38.9%0.223%
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2/7/2024Access Investment Management LLC2,000$70K0.0%N/A0.002%
2/7/2024Smithfield Trust Co1,230$43K0.0%N/A0.001%
2/7/2024Principal Securities Inc.1,174$41K0.0%N/A0.001%
2/7/2024Clearwater Capital Advisors LLC144,314$5.04M0.6%+5.1%0.130%
2/6/2024Charles Schwab Investment Advisory Inc.38,797,027$1.35B1.9%+0.8%35.047%
2/6/2024Charles Schwab Investment Management Inc.1,003,495$35.01M0.0%+0.5%0.906%
2/6/2024Empirical Financial Services LLC d.b.a. Empirical Wealth Management491,113$17.14M0.6%+23.8%0.444%
2/6/2024TCG Advisory Services LLC8,373$292K0.0%N/A0.008%
2/6/2024Horan Capital Advisors LLC.51,819$1.81M0.7%-4.0%0.047%
2/6/2024Natixis Advisors L.P.55,845$1.95M0.0%+177.9%0.050%
(Data available from 1/1/2016 forward)

SCHC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SCHC shares?

During the previous two years, 352 institutional investors and hedge funds held shares of Schwab International Small-Cap Equity ETF. The most heavily invested institutionals were Charles Schwab Investment Advisory Inc. ($1.35B), PNC Financial Services Group Inc. ($134.76M), Savant Capital LLC ($128.60M), Cerity Partners LLC ($117.77M), Envestnet Asset Management Inc. ($63.76M), TIAA FSB ($56.67M), and Jane Street Group LLC ($56.61M).Learn more on SCHC's institutional investors.

Which institutional investors have been buying Schwab International Small-Cap Equity ETF stock?

Of the 310 institutional investors that purchased Schwab International Small-Cap Equity ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cerity Partners LLC ($3.37M), Charles Schwab Investment Advisory Inc. ($2.49M), Jane Street Group LLC ($1.89M), TIAA Trust National Association ($1.63M), SageView Advisory Group LLC ($1.05M), New York Life Investment Management LLC ($857.33K), and Capital Advisors Inc. OK ($833.76K).

How much institutional buying is happening at Schwab International Small-Cap Equity ETF?

Institutional investors have bought a total of 28,507,199 shares in the last 24 months. This purchase volume represents approximately $932.28M in transactions.

Which Schwab International Small-Cap Equity ETF major shareholders have been selling company stock?

Of the 199 institutional investors that sold Schwab International Small-Cap Equity ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Mather Group LLC. ($3.34M), Wealth Enhancement Advisory Services LLC ($2.29M), TIAA FSB ($1.44M), PNC Financial Services Group Inc. ($904.28K), Tradewinds Capital Management LLC ($822.91K), Envestnet Asset Management Inc. ($472.66K), and Capital Advisors Inc. OK ($454.68K).

How much institutional selling is happening at Schwab International Small-Cap Equity ETF?

Institutional investors have sold a total of 16,609,725 shares in the last 24 months. This volume of shares sold represents approximately $539.86M in transactions.


This page (NYSEARCA:SCHC) was last updated on 4/25/2024 by MarketBeat.com Staff

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