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

Schwab International Small-Cap Equity ETF logo
$51.21 +0.15 (+0.29%)
As of 03:58 PM Eastern
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Institutional Ownership Changes (13F Filings) for Schwab International Small-Cap Equity ETF (NYSEARCA:SCHC)

Number of
Institutional Buyers
(last 12 months)
248
Total
Institutional Inflows
(last 12 months)
$1.72B
Number of
Institutional Sellers
(last 12 months)
169
Total
Institutional Outflows
(last 12 months)
$126.34M
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SCHC Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/12/2026 Compass Financial Management LLC3,016$145K0.0%N/A0.003%
7/10/2026 Envision Financial LLC18,944$912K0.4%-2.5%0.017%
7/10/2026 Charles Schwab Trust Co619,205$29.80M1.7%+41.3%0.555%
7/10/2026 Carolina Wealth Advisors LLC4,549$219K0.1%-5.0%0.004%
7/9/2026 Flaharty Asset Management LLC7,790$378K0.5%-12.9%0.007%
7/8/2026 Beaird Harris Wealth Management LLC133,480$6.42M0.4%-0.5%0.120%
7/8/2026 Factor Wealth Management LTD15,234$733K0.1%-2.5%0.014%
7/8/2026 Elmwood Wealth Management Inc.91,804$4.42M1.1%+3.3%0.082%
7/8/2026 Elevation Wealth Partners LLC26,491$1.28M0.4%-1.1%0.024%
7/8/2026 Evanson Financial LLC4,433$213K0.0%N/A0.004%
7/8/2026 Hardin Capital Partners LLC11,432$550K0.3%+4.4%0.010%
7/7/2026 Foster Group Inc.38,057$1.83M0.0%+5.8%0.034%
7/7/2026 Dynamic Advisor Solutions LLC8,073$388K0.0%+4.6%0.007%
7/7/2026 CoreCap Advisors LLC2,089$101K0.0%-40.7%0.002%
7/2/2026 Collective Family Office LLC15,470$744K0.2%-1.7%0.014%
7/2/2026 CX Institutional958$46K0.0%N/A0.001%
6/24/2026Redwood Investment Management LLC321,019$15.00M1.9%-10.9%0.289%
6/18/2026Western Wealth Management LLC2,743$128K0.0%N/A0.002%
6/10/2026Curry Webb Wealth Management LLC52,679$2.46M1.2%N/A0.047%
6/3/2026 NewEdge Advisors LLC42,157$1.97M0.0%-2.6%0.038%
5/19/2026Western Wealth Management LLC2,743$128K0.0%N/A0.002%
5/19/2026Bank of America Corp DE119,125$5.57M0.0%-64.8%0.107%
5/19/2026 Ashton Thomas Securities LLC117,983$5.52M0.7%+3.6%0.106%
5/18/2026 EverSource Wealth Advisors LLC19,373$905K0.0%-11.7%0.017%
5/18/2026Royal Bank of Canada124,233$5.81M0.0%-37.9%0.112%
5/16/2026Quantinno Capital Management LP34,556$1.62M0.0%+55.7%0.031%
5/15/2026Cardiff Park Advisors LLC11,800$552K0.0%+951.7%0.011%
5/15/2026 Vawter Financial Ltd.16,710$781K0.3%-3.7%0.015%
5/14/2026Renaissance Technologies LLC17,500$818K0.0%N/A0.016%
5/14/2026Rockbridge Investment Management LCC305,818$14.29M1.3%-1.8%0.276%
5/14/2026 Compound Planning Inc.101,719$4.75M0.1%+3.2%0.092%
5/14/2026 Klingman & Associates LLC14,786$691K0.0%-32.8%0.013%
5/14/2026Modern Wealth Management LLC93,796$4.45M0.1%+2.2%0.085%
5/14/2026Sei Investments Co.9,080$424K0.0%+12.7%0.008%
5/14/2026 Lido Advisors LLC43,428$2.03M0.0%+171.0%0.039%
5/13/2026 Cetera Investment Advisers242,596$11.34M0.0%+1.5%0.219%
5/13/2026 Clearwater Capital Advisors LLC203,226$9.50M0.8%+6.5%0.183%
5/13/2026Arvest Bank Trust Division5,572$260K0.0%N/A0.005%
5/13/2026 WealthCollab LLC1,013$47K0.0%-52.4%0.001%
5/8/2026 PNC Financial Services Group Inc.1,256,188$58.71M0.0%-2.7%1.132%
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5/8/2026 HORAN Wealth LLC41,685$1.95M0.2%+0.5%0.038%
5/8/2026 Cassaday & Co Wealth Management LLC525$25K0.0%N/A0.000%
5/7/2026 White & Co Financial Planning Inc262,492$12.27M8.6%-1.6%0.236%
5/6/2026 IMA Advisory Services Inc.30,579$1.43M0.1%+4.1%0.028%
5/6/2026 Zhang Financial LLC9,106$426K0.0%+95.9%0.008%
5/6/2026 Modera Wealth Management LLC46,338$2.17M0.0%-1.6%0.042%
5/5/2026 Bank of New York Mellon Corp5,317$249K0.0%N/A0.005%
5/5/2026Schwallier Wealth Management LLC7,949$372K0.3%-31.8%0.007%
5/5/2026 Members Trust Co7,419$347K0.0%N/A0.007%
5/4/2026 Beckerman Institutional LLC50,735$2.37M1.3%+6.1%0.046%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management857,100$40.06M0.7%+10.3%0.772%
5/4/2026 Procyon Advisors LLC159,575$7.46M0.1%-5.2%0.144%
5/2/2026 Diversify Wealth Management LLC314,544$15.42M0.3%+59.2%0.283%
5/1/2026 Ferguson Wellman Capital Management Inc.16,122$754K0.0%N/A0.015%
5/1/2026 Fifth Third Bancorp6,159$288K0.0%+72.7%0.006%
5/1/2026 Sovran Advisors LLC6,262$314K0.0%N/A0.006%
5/1/2026 Summit Financial Strategies Inc.13,294$621K0.0%+101.2%0.012%
5/1/2026 Oakwell Private Wealth Management LLC25,944$1.21M0.2%-1.4%0.023%
5/1/2026 Simplicity Wealth LLC6,684$312K0.0%-49.2%0.006%
4/29/2026 Nicholas Hoffman & Company LLC.291,107$13.61M0.3%+2.3%0.262%
4/29/2026 American Capital Advisory LLC8,246$385K0.2%+45.6%0.007%
4/29/2026 K2 Financial Inc.18,149$909K0.6%+5.8%0.016%
4/28/2026 Whittier Trust Co.684$32K0.0%+100.0%0.001%
4/28/2026 Berger Financial Group Inc10,855$507K0.0%+30.3%0.010%
4/28/2026 Walkner Condon Financial Advisors LLC34,462$1.61M0.2%-1.6%0.031%
4/28/2026 Koshinski Asset Management Inc.9,618$450K0.0%-11.3%0.009%
4/28/2026 Meramec Financial Planners LLC2,594$131K0.1%-26.2%0.002%
4/27/2026 HB Wealth Management LLC16,488$771K0.0%-14.9%0.015%
4/27/2026World Investment Advisors95,677$4.47M0.1%-1.5%0.086%
4/27/2026 Carter Financial Group INC.49,293$2.30M1.4%-6.2%0.044%
4/27/2026 Y Intercept Hong Kong Ltd15,313$716K0.0%N/A0.014%
4/25/2026 Livet Wealth LLC13,137$614K0.4%-4.7%0.012%
4/25/2026 Stevens Capital Partners21,395$1M0.2%+59.2%0.019%
4/24/2026 Root Financial Partners LLC2,483$116K0.0%-17.8%0.002%
4/23/2026 Kohmann Bosshard Financial Services LLC49,847$2.33M0.2%-0.7%0.045%
4/23/2026 Private Wealth Management Group LLC9,576$448K0.1%-5.7%0.009%
4/23/2026Comprehensive Money Management Services LLC6,430$301K0.2%+17.1%0.006%
4/23/2026Asset Allocation Strategies LLC119,066$5.57M1.0%+0.3%0.107%
4/23/2026 Networth Advisors LLC835$39K0.0%N/A0.001%
4/23/2026 McLean Asset Management Corp15,682$733K0.1%-7.3%0.014%
4/23/2026 Pinnacle Bancorp Inc.951$44K0.0%N/A0.001%
4/22/2026 Ifrah Financial Services Inc.10,428$487K0.1%-2.9%0.009%
4/22/2026 Traveka Wealth LLC99,602$4.66M1.8%-5.5%0.090%
4/21/2026 Colony Family Offices LLC49,744$2.33M0.6%-8.6%0.045%
4/21/2026 GHP Investment Advisors Inc.477,758$22.33M0.9%-0.1%0.430%
4/21/2026 Falcon Wealth Planning29,295$1.37M0.1%+2.5%0.026%
4/21/2026 Morton Brown Family Wealth LLC68,782$3.22M0.8%-1.5%0.062%
4/21/2026 Maseco LLP7,889$369K0.0%-19.1%0.007%
4/20/2026 Christensen King & Associates Investment Services Inc.41,848$1.96M0.8%-1.2%0.038%
4/20/2026 Kestra Private Wealth Services LLC12,343$577K0.0%-5.2%0.011%
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4/20/2026 Ritholtz Wealth Management8,328$389K0.0%-18.3%0.008%
4/20/2026 Factor Wealth Management LTD15,627$730K0.1%-7.2%0.014%
4/20/2026 Dopkins Wealth Management LLC31,187$1.46M0.6%-5.6%0.028%
4/20/2026 Fifth Third Wealth Advisors LLC12,878$602K0.0%-9.0%0.012%
4/18/2026 CENTRAL TRUST Co40,057$1.87M0.0%-1.5%0.036%
4/18/2026 BCS Wealth Management61,787$2.89M0.6%-51.0%0.056%
4/17/2026 Worth Asset Management LLC5,536$259K0.1%+24.0%0.005%
4/17/2026 Bell Investment Advisors Inc98,480$4.60M0.7%-6.0%0.089%
4/17/2026 James J. Burns & Company LLC22,328$1.04M0.1%-2.4%0.020%
4/17/2026 Stewardship Advisors LLC116,205$5.43M1.2%-23.1%0.105%


SCHC Institutional Ownership - Frequently Asked Questions

During the previous two years, 447 institutional investors and hedge funds held shares of Schwab International Small-Cap Equity ETF. The most heavily invested institutionals were TIAA Trust National Association ($190.18M), Savant Capital LLC ($98.13M), SageView Advisory Group LLC ($87.16M), Jane Street Group LLC ($72.18M), McAdam LLC ($65.90M), PNC Financial Services Group Inc. ($58.71M), and State Street Corp ($56.34M).Learn more on Schwab International Small-Cap Equity ETF's institutional investors.

Of the 383 institutional investors that purchased Schwab International Small-Cap Equity ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Corient Private Wealth LLC ($31.94M), Brooklyn FI LLC ($6.09M), TIAA Trust National Association ($2.90M), Jane Street Group LLC ($1.76M), SageView Advisory Group LLC ($664.18K), PNC Financial Services Group Inc. ($513.56K), and Vise Technologies Inc. ($459.27K).

Institutional investors have bought a total of 39,956,588 shares in the last 24 months. This purchase volume represents approximately $1.72B in transactions.

Of the 167 institutional investors that sold Schwab International Small-Cap Equity ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Tradewinds Capital Management LLC ($304.98K), PNC Financial Services Group Inc. ($253.05K), Savant Capital LLC ($245.09K), Bank of America Corp DE ($221.60K), Goldman Sachs Group Inc. ($208.23K), Northwestern Mutual Wealth Management Co. ($196.91K), and Redwood Investment Management LLC ($158.02K).

Institutional investors have sold a total of 2,761,040 shares in the last 24 months. This volume of shares sold represents approximately $126.34M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:SCHC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/12/2026. New 13F filings are added each quarter as they're published.
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