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

$36.60

+0.46 (+1.27%)

(As of 07/26/2024 ET)

Stock Analysis Chart Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 173
Total Institutional Inflows (last 12 months): $489.47M

Number of Institutional Sellers (last 12 months): 141
Total Institutional Outflows (last 12 months): $197.51M

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SCHC Institutional Buying and Selling by Quarter

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

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Atomi Financial Group Inc.	5,809	$207K	0.0%	N/A	0.005%
7/26/2024	Schoolcraft Capital LLC	11,679	$416K	0.1%	+45.3%	0.010%
7/26/2024	IMA Advisory Services Inc.	24,134	$859K	0.2%	N/A	0.021%
7/25/2024	Courage Miller Partners LLC	178,426	$6.35M	2.3%	-0.3%	0.156%
7/25/2024	Wooster Corthell Wealth Management Inc.	166,442	$5.92M	1.3%	+1.0%	0.146%
7/25/2024	Upper Left Wealth Management LLC	81,147	$2.89M	2.6%	+6.7%	0.071%
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7/25/2024	Capital Insight Partners LLC	239,151	$8.51M	1.6%	-1.6%	0.210%
7/24/2024	McAdam LLC	1,537,716	$54.71M	3.3%	+7.0%	1.348%
7/24/2024	Diversified LLC	49,327	$1.76M	0.2%	N/A	0.043%
7/22/2024	Krilogy Financial LLC	16,230	$577K	0.0%	-5.6%	0.014%
7/22/2024	SeaCrest Wealth Management LLC	27,344	$973K	0.1%	-4.3%	0.024%
7/20/2024	Brand Asset Management Group Inc.	184,022	$6.55M	2.8%	+0.2%	0.161%
7/19/2024	Integris Wealth Management LLC	42,427	$1.51M	0.4%	-0.9%	0.037%
7/19/2024	Summit Financial Strategies Inc.	11,172	$398K	0.0%	-4.7%	0.010%
7/18/2024	Pure Financial Advisors LLC	638,234	$22.71M	0.6%	+0.7%	0.559%
7/18/2024	Valley National Advisers Inc.	250,553	$8.91M	1.3%	+3.0%	0.220%
7/17/2024	James J. Burns & Company LLC	21,362	$760K	0.1%	+122.5%	0.019%
7/17/2024	West Paces Advisors Inc.	199,761	$7.11M	1.9%	+0.6%	0.175%
7/16/2024	Fortress Wealth Management Inc.	25,487	$907K	0.5%	-1.6%	0.022%
7/16/2024	Falcon Wealth Planning	56,464	$2.01M	0.3%	-9.6%	0.049%
7/16/2024	Wealth Enhancement Advisory Services LLC	596,245	$21.21M	0.1%	-11.0%	0.523%
7/16/2024	Maia Wealth LLC	6,554	$242K	0.1%	N/A	0.006%
7/16/2024	Traveka Wealth LLC	67,982	$2.42M	1.2%	+26.4%	0.060%
7/16/2024	Noble Family Wealth LLC	55,402	$1.97M	0.6%	+0.6%	0.049%
7/16/2024	First Community Trust NA	1,000	$36K	0.0%	-23.1%	0.001%
7/16/2024	Sequoia Financial Advisors LLC	15,474	$551K	0.0%	-5.5%	0.014%
7/15/2024	Dynamic Advisor Solutions LLC	14,092	$501K	0.0%	+12.2%	0.012%
7/15/2024	Guardian Financial Partners LLC	20,820	$741K	0.5%	+7.9%	0.018%
7/15/2024	Patriot Investment Management Group Inc.	98,169	$3.49M	0.3%	+1.0%	0.086%
7/13/2024	Cornerstone Wealth Advisors Inc.	82,357	$2.93M	0.9%	-8.6%	0.072%
7/13/2024	LPF Advisors LLC	105,661	$3.76M	3.5%	+1.6%	0.093%
7/12/2024	Cabot Wealth Management Inc.	60,313	$2.15M	0.3%	-6.4%	0.053%
7/12/2024	Columbus Macro LLC	65,424	$2.34M	0.9%	-3.3%	0.057%
7/12/2024	Hexagon Capital Partners LLC	30,445	$1.08M	0.2%	+4.9%	0.027%
7/12/2024	Carolina Wealth Advisors LLC	29,905	$1.06M	0.5%	+7.9%	0.026%
7/12/2024	McLean Asset Management Corp	22,665	$827K	0.3%	-1.8%	0.020%
7/11/2024	Pacifica Partners Inc.	900	$33K	0.0%	-27.1%	0.001%
7/11/2024	ACT Wealth Management LLC	292,077	$10.39M	5.1%	+1.9%	0.256%
7/11/2024	Kohmann Bosshard Financial Services LLC	106,398	$3.79M	0.5%	-15.6%	0.093%
7/10/2024	Richard P Slaughter Associates Inc	22,904	$815K	0.2%	-2.8%	0.020%
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7/10/2024	CWM LLC	64,053	$2.28M	0.0%	-1.2%	0.056%
7/10/2024	CVA Family Office LLC	2,123	$76K	0.0%	-92.4%	0.002%
7/9/2024	Northwest Capital Management Inc	48,150	$1.71M	0.6%	-17.0%	0.042%
7/9/2024	ZRC Wealth Management LLC	40,506	$1.44M	0.7%	+8.5%	0.036%
7/9/2024	Mather Group LLC.	1,044,349	$37.39M	0.5%	+1.1%	0.915%
7/8/2024	Versant Capital Management Inc	2,365	$84K	0.0%	+58.8%	0.002%
7/5/2024	25 LLC	19,920	$709K	0.3%	+193.2%	0.017%
5/24/2024	Cetera Advisors LLC	63,275	$2.27M	0.0%	+713.2%	0.055%
5/24/2024	Cetera Investment Advisers	584,865	$20.94M	0.0%	+21.6%	0.513%
5/17/2024	Comerica Bank	5,461	$196K	0.0%	-4.8%	0.005%
5/17/2024	Hancock Whitney Corp	135,249	$4.84M	0.2%	-23.8%	0.118%
5/16/2024	Vawter Financial Ltd.	18,480	$662K	0.5%	+12.1%	0.016%
5/15/2024	SVB Wealth LLC	10,301	$369K	0.0%	+10.5%	0.009%
5/15/2024	Beaird Harris Wealth Management LLC	181,969	$6.52M	0.6%	-1.7%	0.158%
5/14/2024	EP Wealth Advisors LLC	3,513	$126K	0.0%	N/A	0.003%
5/13/2024	Shakespeare Wealth Management LLC	64,400	$2.31M	0.7%	-4.3%	0.056%
5/10/2024	Blue Barn Wealth LLC	10,730	$384K	0.2%	-40.7%	0.009%
5/10/2024	TIAA Trust National Association	2,272,282	$81.35M	0.2%	+53.4%	1.974%
5/10/2024	Motco	15,138	$542K	0.0%	+6.8%	0.013%
5/10/2024	Lindenwold Advisors INC	9,985	$357K	0.2%	-34.5%	0.009%
5/10/2024	Nwam LLC	13,479	$482K	0.0%	+85.3%	0.012%
5/9/2024	HBK Sorce Advisory LLC	80,676	$2.89M	0.1%	-2.2%	0.070%
5/9/2024	Clearwater Capital Advisors LLC	150,035	$5.37M	0.6%	+4.0%	0.130%
5/9/2024	Charles Schwab Investment Advisory Inc.	39,180,523	$1.40B	1.9%	+1.0%	34.040%
5/9/2024	Texas Yale Capital Corp.	75,437	$2.70M	0.1%	+2.0%	0.066%
5/9/2024	Koshinski Asset Management Inc.	25,717	$921K	0.1%	-20.1%	0.022%
5/8/2024	Bell Investment Advisors Inc	100,504	$3.60M	0.7%	-38.9%	0.087%
5/8/2024	US Bancorp DE	44,896	$1.61M	0.0%	-6.4%	0.039%
5/8/2024	Seven Springs Wealth Group LLC	131,421	$4.71M	1.8%	-1.2%	0.114%
5/7/2024	LPF Advisors LLC	104,035	$3.72M	3.7%	-2.1%	0.090%
5/7/2024	Empirical Financial Services LLC d.b.a. Empirical Wealth Management	528,741	$18.93M	0.6%	+7.7%	0.459%
5/6/2024	Advisory Alpha LLC	136,690	$4.90M	0.2%	-89.5%	0.119%
5/4/2024	PrairieView Partners LLC	180,077	$6.45M	0.7%	-2.8%	0.156%
5/4/2024	Vista Capital Partners Inc.	11,510	$412K	0.1%	+16.4%	0.010%
5/3/2024	Integris Wealth Management LLC	42,828	$1.53M	0.4%	-1.7%	0.037%
5/3/2024	Embree Financial Group	100,944	$3.61M	0.7%	+3.7%	0.088%
5/2/2024	Choreo LLC	888,540	$31.81M	0.8%	-3.2%	0.772%
5/1/2024	Stone Point Wealth LLC	39,426	$1.41M	0.5%	+11.0%	0.034%
5/1/2024	Horan Capital Advisors LLC.	46,037	$1.65M	0.6%	-11.2%	0.040%
5/1/2024	Colony Family Offices LLC	24,548	$879K	0.3%	+11.5%	0.021%
5/1/2024	Mission Wealth Management LP	185,067	$6.63M	0.2%	-0.7%	0.161%
5/1/2024	Sequoia Financial Advisors LLC	16,367	$586K	0.0%	-27.4%	0.014%
4/30/2024	J.W. Cole Advisors Inc.	10,350	$371K	0.0%	-8.3%	0.009%
4/30/2024	Private Wealth Management Group LLC	13,566	$486K	0.2%	-2.7%	0.012%
4/30/2024	Wooster Corthell Wealth Management Inc.	164,832	$5.90M	1.4%	+1.5%	0.143%
4/30/2024	Perigon Wealth Management LLC	119,057	$4.26M	0.1%	+7.3%	0.103%
4/30/2024	Commonwealth Equity Services LLC	26,411	$946K	0.0%	-9.3%	0.023%
4/27/2024	Guardian Financial Partners LLC	19,295	$691K	0.5%	+14.0%	0.017%
4/27/2024	Fonville Wealth Management LLC	35,974	$1.29M	0.6%	+4.8%	0.031%
4/27/2024	Capital Performance Advisors LLP	9,008	$322K	0.1%	+3.5%	0.008%
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4/26/2024	Aspen Investment Management Inc	19,578	$701K	0.4%	-2.0%	0.017%
4/26/2024	Oakwell Private Wealth Management LLC	31,351	$1.12M	0.3%	-1.4%	0.027%
4/24/2024	Krilogy Financial LLC	17,194	$616K	0.0%	-11.4%	0.015%
4/24/2024	CENTRAL TRUST Co	121,113	$4.34M	0.1%	-8.0%	0.105%
4/24/2024	Blue Bell Private Wealth Management LLC	11,325	$405K	0.1%	-13.5%	0.010%
4/24/2024	Capasso Planning Partners LLC	14,140	$506K	0.2%	-30.1%	0.012%
4/23/2024	James J. Burns & Company LLC	9,601	$340K	0.1%	-54.8%	0.008%
4/23/2024	Morton Brown Family Wealth LLC	404,423	$14.48M	6.0%	+7.7%	0.350%
4/23/2024	McAdam LLC	1,436,955	$51.44M	3.3%	+7.1%	1.244%
4/23/2024	Financial Consulate Inc.	159,399	$5.71M	1.7%	+1.8%	0.138%

(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, 339 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. ($1.40B), PNC Financial Services Group Inc. ($134.76M), Savant Capital LLC ($128.60M), Cerity Partners LLC ($117.77M), TIAA Trust National Association ($81.35M), Envestnet Asset Management Inc. ($63.76M), and TIAA FSB ($56.67M).Learn more on SCHC's institutional investors.
Which institutional investors have been buying Schwab International Small-Cap Equity ETF stock?: Of the 298 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. ($2.87M), TIAA Trust National Association ($2.42M), Jane Street Group LLC ($1.89M), SageView Advisory Group LLC ($1.05M), New York Life Investment Management LLC ($857.33K), and McAdam LLC ($833.82K).
How much institutional buying is happening at Schwab International Small-Cap Equity ETF?: Institutional investors have bought a total of 26,836,207 shares in the last 24 months. This purchase volume represents approximately $874.86M in transactions.

Which Schwab International Small-Cap Equity ETF major shareholders have been selling company stock?: Of the 196 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 ($2.36M), TIAA FSB ($1.44M), Advisory Alpha LLC ($1.19M), PNC Financial Services Group Inc. ($904.28K), Tradewinds Capital Management LLC ($822.91K), and Envestnet Asset Management Inc. ($435.70K).
How much institutional selling is happening at Schwab International Small-Cap Equity ETF?: Institutional investors have sold a total of 16,112,971 shares in the last 24 months. This volume of shares sold represents approximately $522.92M in transactions.