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

Schwab International Small-Cap Equity ETF logo
$49.30 +0.17 (+0.35%)
Closing price 04:10 PM Eastern
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$49.45 +0.15 (+0.31%)
As of 07:41 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)
$344.02M
Number of
Institutional Sellers
(last 12 months)
173
Total
Institutional Outflows
(last 12 months)
$477.24M
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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
10/13/2026Forvis Mazars Wealth Advisors LLC36,578$1.82M0.0%N/A0.033%
10/13/2026Compass Financial Group INC SD11,961$595K0.1%+85.3%0.011%
10/13/2026Grove Street Fiduciary LLC41,892$2.08M1.0%-6.7%0.037%
10/13/2026NorthCrest Asset Manangement LLC20,124$987K0.0%+3.6%0.018%
10/13/2026Avior Wealth Management LLC18,233$907K0.0%N/A0.016%
10/9/2026Wedmont Private Capital143,716$7.05M0.2%-2.1%0.128%
10/8/2026Factor Wealth Management LTD13,353$664K0.1%-12.3%0.012%
10/8/2026Farther Finance Advisors LLC38,900$1.94M0.0%+2.9%0.035%
10/8/2026CoreCap Advisors LLC4,632$230K0.0%+121.7%0.004%
10/8/2026Apella Capital LLC12,665$624K0.0%N/A0.011%
10/8/2026Avidian Wealth Enterprises LLC5,045$251K0.0%-99.9%0.004%
10/7/2026Elevation Wealth Partners LLC11,946$594K0.2%-54.9%0.011%
10/7/2026First Community Trust NA1,000$50K0.0%-66.7%0.001%
10/5/2026Ferguson Wellman Capital Management Inc.15,920$792K0.0%-46.2%0.014%
10/5/2026Collective Family Office LLC16,021$797K0.2%+3.6%0.014%
10/2/2026 Versant Capital Management Inc1,447$72K0.0%-40.6%0.001%
9/23/2026Envestnet Asset Management Inc.721,412$34.71M0.0%-5.0%0.621%
9/9/2026Tortoise Investment Management LLC365,315$17.58M1.3%+1.3%0.327%
9/9/2026Sequoia Financial Advisors LLC14,408$693K0.0%+1.6%0.013%
9/9/2026Capital Analysts LLC10,539$507K0.0%+33.4%0.009%
9/9/2026Integrated Wealth Concepts LLC66,986$3.22M0.0%-1.2%0.060%
9/9/2026NewEdge Advisors LLC43,033$2.07M0.0%+2.1%0.039%
9/9/2026Colony Family Offices LLC47,886$2.30M0.5%-3.7%0.043%
9/9/2026IFP Advisors Inc27,155$1.31M0.0%+9.7%0.024%
9/9/2026Baird Financial Group Inc.29,083$1.40M0.0%+119.5%0.026%
9/8/2026Allworth Financial LP10,733$516K0.0%+33.1%0.010%
9/4/2026Parkside Financial Bank & Trust14,376$692K0.0%-12.3%0.013%
9/2/2026Range Advisory LLC5,058$243K0.0%+12.5%0.005%
9/2/2026Brown Lisle Cummings Inc.986$47K0.0%+2,494.7%0.001%
8/27/2026Corient Private Wealth LP623,892$30.02M0.0%-1.8%0.559%
8/25/2026Advus Financial Partners LLC4,562$220K0.0%N/A0.004%
8/23/2026Wedmont Private Capital146,761$7.09M0.2%-2.9%0.132%
8/23/2026Beaird Harris Wealth Management LLC133,480$6.42M0.4%-0.5%0.120%
8/23/2026Operose Advisors LLC1,693$81K0.0%-22.9%0.002%
8/23/2026HB Wealth Management LLC72,724$3.50M0.0%+341.1%0.065%
8/23/2026Asset Allocation Strategies LLC123,208$5.93M0.9%+3.5%0.110%
8/23/2026Angeles Wealth Management LLC1,899$91K0.0%+352.1%0.002%
8/22/2026Noble Wealth Partners LLC15,958$768K0.7%N/A0.014%
8/22/2026Compass Financial Management LLC3,016$145K0.0%N/A0.003%
8/22/2026SMART Wealth LLC23,018$1.11M0.2%N/A0.021%
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8/22/2026TD Waterhouse Canada Inc.116,104$5.60M0.0%+60.2%0.104%
8/22/2026Concurrent Investment Advisors LLC101,548$4.89M0.0%+16.8%0.091%
8/21/2026Carter Financial Group INC.51,810$2.49M1.3%+5.1%0.046%
8/20/2026Greenleaf Trust38,141$1.01M0.0%N/A0.034%
8/12/2026Compass Financial Management LLC3,016$145K0.0%N/A0.003%
7/10/2026Envision Financial LLC18,944$912K0.4%-2.5%0.017%
7/10/2026Charles Schwab Trust Co619,205$29.80M1.7%+41.3%0.555%
7/10/2026Carolina Wealth Advisors LLC4,549$219K0.1%-5.0%0.004%
7/9/2026Flaharty Asset Management LLC7,790$378K0.5%-12.9%0.007%
7/8/2026Beaird Harris Wealth Management LLC133,480$6.42M0.4%-0.5%0.120%
7/8/2026Factor Wealth Management LTD15,234$733K0.1%-2.5%0.014%
7/8/2026Elmwood Wealth Management Inc.91,804$4.42M1.1%+3.3%0.082%
7/8/2026Elevation Wealth Partners LLC26,491$1.28M0.4%-1.1%0.024%
7/8/2026Evanson Financial LLC4,433$213K0.0%N/A0.004%
7/8/2026Hardin Capital Partners LLC11,432$550K0.3%+4.4%0.010%
7/7/2026Foster Group Inc.38,057$1.83M0.0%+5.8%0.034%
7/7/2026Dynamic Advisor Solutions LLC8,073$388K0.0%+4.6%0.007%
7/7/2026CoreCap Advisors LLC2,089$101K0.0%-40.7%0.002%
7/2/2026Collective 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%
6/3/2026NewEdge 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%
5/19/2026Ashton Thomas Securities LLC117,983$5.52M0.7%+3.6%0.106%
5/18/2026EverSource 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%
5/15/2026Vawter 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%
5/14/2026Compound Planning Inc.101,719$4.75M0.1%+3.2%0.092%
5/14/2026Klingman & 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%
5/14/2026Lido Advisors LLC43,428$2.03M0.0%+171.0%0.039%
5/13/2026Cetera Investment Advisers242,596$11.34M0.0%+1.5%0.219%
5/13/2026Clearwater Capital Advisors LLC203,226$9.50M0.8%+6.5%0.183%
5/13/2026Arvest Bank Trust Division5,572$260K0.0%N/A0.005%
5/13/2026WealthCollab LLC1,013$47K0.0%-52.4%0.001%
5/8/2026PNC Financial Services Group Inc.1,256,188$58.71M0.0%-2.7%1.132%
5/8/2026HORAN Wealth LLC41,685$1.95M0.2%+0.5%0.038%
5/8/2026Cassaday & Co Wealth Management LLC525$25K0.0%N/A0.000%
5/7/2026White & Co Financial Planning Inc262,492$12.27M8.6%-1.6%0.236%
5/6/2026IMA Advisory Services Inc.30,579$1.43M0.1%+4.1%0.028%
5/6/2026Zhang Financial LLC9,106$426K0.0%+95.9%0.008%
5/6/2026Modera Wealth Management LLC46,338$2.17M0.0%-1.6%0.042%
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5/5/2026Bank of New York Mellon Corp5,317$249K0.0%N/A0.005%
5/5/2026Schwallier Wealth Management LLC7,949$372K0.3%-31.8%0.007%
5/5/2026Members Trust Co7,419$347K0.0%N/A0.007%
5/4/2026Beckerman Institutional LLC50,735$2.37M1.3%+6.1%0.046%
5/4/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management857,100$40.06M0.7%+10.3%0.772%
5/4/2026Procyon Advisors LLC159,575$7.46M0.1%-5.2%0.144%
5/2/2026Diversify Wealth Management LLC314,544$15.42M0.3%+59.2%0.283%
5/1/2026Ferguson Wellman Capital Management Inc.16,122$754K0.0%N/A0.015%
5/1/2026Fifth Third Bancorp6,159$288K0.0%+72.7%0.006%
5/1/2026Sovran Advisors LLC6,262$314K0.0%N/A0.006%


SCHC Institutional Ownership - Frequently Asked Questions

During the previous two years, 461 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 394 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 7,508,110 shares in the last 24 months. This purchase volume represents approximately $344.02M in transactions.

Of the 173 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: Avidian Wealth Enterprises LLC ($7.02M), Tradewinds Capital Management LLC ($304.98K), PNC Financial Services Group Inc. ($253.05K), Savant Capital LLC ($245.09K), Bank of America Corp DE ($219.44K), Goldman Sachs Group Inc. ($208.23K), and Northwestern Mutual Wealth Management Co. ($196.91K).

Institutional investors have sold a total of 9,811,078 shares in the last 24 months. This volume of shares sold represents approximately $477.24M in transactions.


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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 10/13/2026. New 13F filings are added each quarter as they're published.
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