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

Schwab International Small-Cap Equity ETF logo
$35.15 +0.71 (+2.06%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
171
Total
Institutional Inflows
(last 12 months)
$340.22M
Number of
Institutional Sellers
(last 12 months)
147
Total
Institutional Outflows
(last 12 months)
$168.02M
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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
1/21/2025Stewardship Advisors LLC171,355$5.88M1.6%+29.0%0.150%
1/21/2025Lantz Financial LLC11,528$396K0.1%-3.1%0.010%
1/21/2025Aspiring Ventures LLC7,432$256K0.2%N/A0.007%
1/21/2025Cornerstone Wealth Advisors Inc.83,199$2.86M0.8%+3.8%0.073%
1/21/2025Patriot Investment Management Group Inc.97,451$3.35M0.3%+0.9%0.085%
1/17/2025 IVC Wealth Advisors LLC8,748$300K0.2%+30.8%0.008%
1/17/2025 Avior Wealth Management LLC20,342$698K0.0%-14.9%0.018%
1/17/2025 Raleigh Capital Management Inc.3,228$111K0.0%+23.2%0.003%
1/17/2025 Janney Capital Management LLC8,284$284K0.0%N/A0.007%
1/17/2025 Advisory Alpha LLC16,695$573K0.0%-12.0%0.015%
1/17/2025 Braun Bostich & Associates Inc.44,291$1.52M1.1%-8.3%0.039%
1/17/2025 ACT Wealth Management LLC32,804$1.13M0.5%-89.3%0.029%
1/17/2025 Atomi Financial Group Inc.6,470$222K0.0%+15.7%0.006%
1/17/2025 Courage Miller Partners LLC179,851$6.17M2.1%+0.7%0.158%
1/16/2025 Charles Schwab Trust Co345,765$11.87M1.0%+8.4%0.303%
1/16/2025 Pure Financial Advisors LLC618,880$21.25M0.5%+0.5%0.542%
1/16/2025 Koshinski Asset Management Inc.13,962$479K0.0%-8.9%0.012%
1/16/2025 LPF Advisors LLC113,407$3.89M3.3%+4.5%0.099%
1/16/2025 Wooster Corthell Wealth Management Inc.174,878$6.00M1.3%+3.8%0.153%
1/15/2025 25 LLC17,124$588K0.2%-7.6%0.015%
1/15/2025 Brand Asset Management Group Inc.189,249$6.50M2.6%+2.3%0.166%
1/15/2025 Wealthcare Advisory Partners LLC15,767$541K0.0%+73.7%0.014%
1/15/2025 Procyon Advisors LLC185,036$6.35M0.4%+16.7%0.162%
1/15/2025 Seaside Wealth Management Inc.8,527$293K0.1%-4.2%0.007%
1/15/2025 Guardian Financial Partners LLC27,601$948K0.6%+20.7%0.024%
1/14/2025 SignalPoint Asset Management LLC11,093$381K0.1%-12.6%0.010%
1/14/2025 Carolina Wealth Advisors LLC27,830$955K0.5%-4.1%0.024%
1/14/2025 Richard P Slaughter Associates Inc15,450$530K0.1%-7.2%0.014%
1/14/2025 SeaCrest Wealth Management LLC27,884$957K0.1%+1.9%0.024%
1/13/2025 Christensen King & Associates Investment Services Inc.44,084$1.52M0.7%-1.2%0.039%
1/13/2025 Traveka Wealth LLC101,449$3.48M1.9%+24.0%0.089%
1/13/2025 BCS Wealth Management42,474$1.46M0.4%N/A0.037%
1/13/2025 Miracle Mile Advisors LLC16,320$560K0.0%-23.0%0.014%
1/13/2025 Elmwood Wealth Management Inc.78,197$2.69M1.1%+5.1%0.069%
1/13/2025 Wedmont Private Capital142,261$4.80M0.3%+25.6%0.125%
1/13/2025 Envision Financial LLC21,878$751K0.6%N/A0.019%
1/10/2025 Wealth Enhancement Advisory Services LLC584,244$20.06M0.0%-0.2%0.512%
1/8/2025 Collective Family Office LLC15,300$525K0.1%-9.8%0.013%
12/26/2024JPMorgan Chase & Co.8,943$345K0.0%+110.7%0.008%
12/2/2024Beaird Harris Wealth Management LLC158,849$6.12M0.5%-3.7%0.139%
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11/18/2024Asset Allocation Strategies LLC25,535$984K0.3%N/A0.022%
11/18/2024Wilson & Boucher Capital Management LLC8,300$320K0.2%+3.8%0.007%
11/18/2024Coldstream Capital Management Inc.134,214$5.17M0.1%-0.7%0.118%
11/15/2024MML Investors Services LLC8,891$343K0.0%-7.6%0.008%
11/15/2024Passive Capital Management LLC.26,441$1.02M0.4%-2.4%0.023%
11/15/2024Orion Portfolio Solutions LLC8,181$315K0.0%+27.1%0.007%
11/15/2024EP Wealth Advisors LLC7,058$272K0.0%N/A0.006%
11/15/2024Jane Street Group LLC326,473$12.58M0.0%-18.4%0.286%
11/15/2024State Street Corp1,529,155$58.92M0.0%-4.8%1.340%
11/15/2024Stifel Financial Corp81,974$3.16M0.0%-5.1%0.072%
11/15/2024SageView Advisory Group LLC1,261,022$48.59M2.5%-15.9%1.105%
11/15/2024Redwood Investment Management LLC227,833$8.80M0.8%+4.4%0.200%
11/15/2024HighTower Advisors LLC175,320$6.76M0.0%-0.7%0.154%
11/14/2024Flow Traders U.S. LLC172,460$6.65M0.3%+34.0%0.151%
11/14/2024Captrust Financial Advisors432,110$16.65M0.0%+0.7%0.379%
11/14/2024Bell Investment Advisors Inc98,021$3.78M0.7%+0.7%0.086%
11/13/2024Transamerica Financial Advisors Inc.175,999$6.78M0.7%-0.6%0.154%
11/13/2024FMR LLC95,285$3.67M0.0%+9.2%0.084%
11/13/2024Diversified LLC54,933$2.12M0.2%+11.4%0.048%
11/13/2024Hancock Whitney Corp138,477$5.34M0.2%+2.9%0.121%
11/12/2024Larson Financial Group LLC4,740$183K0.0%-8.3%0.004%
11/12/2024Cerity Partners LLC94,819$3.65M0.0%+564.7%0.083%
11/12/2024Alesco Advisors LLC6,400$247K0.0%-29.2%0.006%
11/12/2024Nwam LLC14,196$547K0.0%N/A0.012%
11/8/2024 Avior Wealth Management LLC23,904$921K0.0%-9.7%0.021%
11/8/2024PNC Financial Services Group Inc.4,709,871$181.47M0.1%+5.4%4.128%
11/7/2024Tranquility Partners LLC7,363$284K0.1%-22.6%0.006%
11/7/2024Colony Family Offices LLC43,022$1.66M0.5%+23.3%0.038%
11/7/2024MAI Capital Management19,737$760K0.0%+12.8%0.017%
11/6/2024Accredited Investors Inc.5,299$204K0.0%N/A0.005%
11/6/2024Natixis Advisors LLC39,146$1.51M0.0%-18.5%0.034%
11/6/2024Black Diamond Financial LLC6,316$243K0.0%-19.1%0.006%
11/6/2024OneDigital Investment Advisors LLC31,247$1.20M0.0%-1.6%0.027%
11/6/2024Lifeworks Advisors LLC7,088$273K0.1%N/A0.006%
11/6/2024International Private Wealth Advisors LLC6,262$241K0.4%N/A0.005%
11/6/2024Main Street Financial Solutions LLC162,091$6.25M0.6%+2.7%0.142%
11/5/2024Empower Advisory Group LLC7,470$288K0.0%-8.8%0.007%
11/5/2024Prime Capital Investment Advisors LLC145,736$5.62M0.1%-0.5%0.128%
11/5/2024Savvy Advisors Inc.13,613$525K0.1%-6.9%0.012%
11/4/2024Marshall Financial Group Inc. ADV20,621$795K0.2%+25.6%0.018%
11/4/2024 Noble Family Wealth LLC53,514$2.06M0.6%-3.4%0.047%
11/1/2024Atria Investments Inc8,999$347K0.0%+10.4%0.008%
11/1/2024Rockbridge Investment Management LCC535,704$20.64M2.7%-28.9%0.470%
11/1/2024Beckerman Institutional LLC30,948$1.19M1.0%N/A0.027%
11/1/2024Strategic Family Wealth Counselors L.L.C.16,659$642K0.2%-2.7%0.015%
11/1/2024Stone Point Wealth LLC41,678$1.61M0.5%+6.5%0.037%
11/1/2024Vista Capital Partners Inc.10,440$402K0.0%-11.1%0.009%
10/31/2024Wealth Architects LLC30,588$1.18M0.1%-6.7%0.027%
10/31/2024American Capital Advisory LLC2,264$87K0.1%+683.4%0.002%
10/30/2024Maia Wealth LLC5,550$206K0.0%-15.3%0.005%
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10/30/2024Avidian Wealth Enterprises LLC5,381$207K0.0%N/A0.005%
10/30/2024Balentine LLC2,655$102K0.0%N/A0.002%
10/30/2024JFG Wealth Management LLC385,369$14.85M4.1%-3.7%0.338%
10/30/2024Johnson Financial Group LLC1,109,247$42.74M5.2%+1.2%0.972%
10/30/2024Falcon Wealth Planning35,854$1.38M0.2%-36.5%0.031%
10/29/2024Private Wealth Management Group LLC12,793$493K0.2%-3.9%0.011%
10/29/2024 Pure Financial Advisors LLC616,102$23.74M0.6%-3.5%0.540%
10/29/2024Farther Finance Advisors LLC3,265$126K0.0%-32.6%0.003%
10/28/2024Fonville Wealth Management LLC35,027$1.35M0.5%-1.9%0.031%
10/28/2024Focus Financial Network Inc.30,959$1.19M0.0%+7.6%0.027%
(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, 349 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. ($181.47M), Savant Capital LLC ($124.40M), TIAA Trust National Association ($83.50M), Envestnet Asset Management Inc. ($61.33M), State Street Corp ($58.92M), 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 282 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 ($3.45M), Charles Schwab Investment Advisory Inc. ($2.87M), TIAA Trust National Association ($2.49M), SageView Advisory Group LLC ($1.05M), New York Life Investment Management LLC ($857.33K), Capital Advisors Inc. OK ($833.76K), and Tradewinds Capital Management LLC ($828.27K).

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

Institutional investors have bought a total of 22,586,564 shares in the last 24 months. This purchase volume represents approximately $764.48M in transactions.

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

Of the 206 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 ($2.37M), Advisory Alpha LLC ($1.20M), TIAA FSB ($916.37K), PNC Financial Services Group Inc. ($904.28K), Tradewinds Capital Management LLC ($822.91K), and McAdam LLC ($352.84K).

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

Institutional investors have sold a total of 15,505,462 shares in the last 24 months. This volume of shares sold represents approximately $523.88M in transactions.



This page (NYSEARCA:SCHC) was last updated on 1/21/2025 by MarketBeat.com Staff
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