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

$36.45
+0.44 (+1.22%)
(As of 05/24/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
173
Total
Institutional Inflows
(last 12 months)
$513.47M
Number of
Institutional Sellers
(last 12 months)
138
Total
Institutional Outflows
(last 12 months)
$279.35M
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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
5/24/2024 Cetera Advisors LLC63,275$2.27M0.0%+713.2%0.055%
5/24/2024 Cetera Investment Advisers584,865$20.94M0.0%+21.6%0.513%
5/17/2024 Comerica Bank5,461$196K0.0%-4.8%0.005%
5/17/2024 Hancock Whitney Corp135,249$4.84M0.2%-23.8%0.118%
5/16/2024 Vawter Financial Ltd.18,480$662K0.5%+12.1%0.016%
5/15/2024 SVB Wealth LLC10,301$369K0.0%+10.5%0.009%
5/15/2024 Beaird Harris Wealth Management LLC181,969$6.52M0.6%-1.7%0.158%
5/14/2024 EP Wealth Advisors LLC3,513$126K0.0%N/A0.003%
5/13/2024 Shakespeare Wealth Management LLC64,400$2.31M0.7%-4.3%0.056%
5/10/2024 Blue Barn Wealth LLC10,730$384K0.2%-40.7%0.009%
5/10/2024 TIAA Trust National Association2,272,282$81.35M0.2%+53.4%1.974%
5/10/2024 Motco15,138$542K0.0%+6.8%0.013%
5/10/2024 Lindenwold Advisors INC9,985$357K0.2%-34.5%0.009%
5/10/2024 Nwam LLC13,479$482K0.0%+85.3%0.012%
5/9/2024 HBK Sorce Advisory LLC80,676$2.89M0.1%-2.2%0.070%
5/9/2024 Clearwater Capital Advisors LLC150,035$5.37M0.6%+4.0%0.130%
5/9/2024 Charles Schwab Investment Advisory Inc.39,180,523$1.40B1.9%+1.0%34.040%
5/9/2024 Texas Yale Capital Corp.75,437$2.70M0.1%+2.0%0.066%
5/9/2024 Koshinski Asset Management Inc.25,717$921K0.1%-20.1%0.022%
5/8/2024 Bell Investment Advisors Inc100,504$3.60M0.7%-38.9%0.087%
5/8/2024 US Bancorp DE44,896$1.61M0.0%-6.4%0.039%
5/8/2024 Seven Springs Wealth Group LLC131,421$4.71M1.8%-1.2%0.114%
5/7/2024 LPF Advisors LLC104,035$3.72M3.7%-2.1%0.090%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management528,741$18.93M0.6%+7.7%0.459%
5/6/2024 Advisory Alpha LLC136,690$4.90M0.2%-89.5%0.119%
5/4/2024 PrairieView Partners LLC180,077$6.45M0.7%-2.8%0.156%
5/4/2024 Vista Capital Partners Inc.11,510$412K0.1%+16.4%0.010%
5/3/2024 Integris Wealth Management LLC42,828$1.53M0.4%-1.7%0.037%
5/3/2024 Embree Financial Group100,944$3.61M0.7%+3.7%0.088%
5/2/2024 Choreo LLC888,540$31.81M0.8%-3.2%0.772%
5/1/2024 Stone Point Wealth LLC39,426$1.41M0.5%+11.0%0.034%
5/1/2024 Horan Capital Advisors LLC.46,037$1.65M0.6%-11.2%0.040%
5/1/2024 Colony Family Offices LLC24,548$879K0.3%+11.5%0.021%
5/1/2024 Mission Wealth Management LP185,067$6.63M0.2%-0.7%0.161%
5/1/2024 Sequoia Financial Advisors LLC16,367$586K0.0%-27.4%0.014%
4/30/2024 J.W. Cole Advisors Inc.10,350$371K0.0%-8.3%0.009%
4/30/2024 Private Wealth Management Group LLC13,566$486K0.2%-2.7%0.012%
4/30/2024 Wooster Corthell Wealth Management Inc.164,832$5.90M1.4%+1.5%0.143%
4/30/2024 Perigon Wealth Management LLC119,057$4.26M0.1%+7.3%0.103%
4/30/2024Commonwealth Equity Services LLC26,411$946K0.0%-9.3%0.023%
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4/27/2024 Guardian Financial Partners LLC19,295$691K0.5%+14.0%0.017%
4/27/2024 Fonville Wealth Management LLC35,974$1.29M0.6%+4.8%0.031%
4/27/2024 Capital Performance Advisors LLP9,008$322K0.1%+3.5%0.008%
4/26/2024 Aspen Investment Management Inc19,578$701K0.4%-2.0%0.017%
4/26/2024 Oakwell Private Wealth Management LLC31,351$1.12M0.3%-1.4%0.027%
4/24/2024 Krilogy Financial LLC17,194$616K0.0%-11.4%0.015%
4/24/2024 CENTRAL TRUST Co121,113$4.34M0.1%-8.0%0.105%
4/24/2024 Blue Bell Private Wealth Management LLC11,325$405K0.1%-13.5%0.010%
4/24/2024 Capasso 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%
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%
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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%
3/6/2024 SageView Advisory Group LLC1,621,136$55.30M1.9%+39.3%1.464%
3/1/2024 Creekmur Asset Management LLC1,148$40K0.0%N/A0.001%
2/29/2024 Tortoise Investment Management LLC200,385$6.99M0.9%+8.7%0.181%
(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, 338 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 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 28,200,502 shares in the last 24 months. This purchase volume represents approximately $917.56M 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 ($2.29M), 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 16,734,657 shares in the last 24 months. This volume of shares sold represents approximately $541.64M in transactions.


This page (NYSEARCA:SCHC) was last updated on 5/26/2024 by MarketBeat.com Staff

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