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

Schwab International Small-Cap Equity ETF logo
$34.09 +0.16 (+0.47%)
(As of 12/20/2024 04:33 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
174
Total
Institutional Inflows
(last 12 months)
$335.92M
Number of
Institutional Sellers
(last 12 months)
151
Total
Institutional Outflows
(last 12 months)
$163.59M
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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
12/2/2024 Beaird Harris Wealth Management LLC158,849$6.12M0.5%-3.7%0.139%
11/18/2024 Asset Allocation Strategies LLC25,535$984K0.3%N/A0.022%
11/18/2024 Wilson & Boucher Capital Management LLC8,300$320K0.2%+3.8%0.007%
11/18/2024 Coldstream Capital Management Inc.134,214$5.17M0.1%-0.7%0.118%
11/15/2024 MML Investors Services LLC8,891$343K0.0%-7.6%0.008%
11/15/2024 Passive Capital Management LLC.26,441$1.02M0.4%-2.4%0.023%
11/15/2024 Orion Portfolio Solutions LLC8,181$315K0.0%+27.1%0.007%
11/15/2024 EP Wealth Advisors LLC7,058$272K0.0%N/A0.006%
11/15/2024 Jane Street Group LLC326,473$12.58M0.0%-18.4%0.286%
11/15/2024 State Street Corp1,529,155$58.92M0.0%-4.8%1.340%
11/15/2024 Stifel Financial Corp81,974$3.16M0.0%-5.1%0.072%
11/15/2024 SageView Advisory Group LLC1,261,022$48.59M2.5%-15.9%1.105%
11/15/2024 Redwood Investment Management LLC227,833$8.80M0.8%+4.4%0.200%
11/15/2024 HighTower Advisors LLC175,320$6.76M0.0%-0.7%0.154%
11/14/2024 Flow Traders U.S. LLC172,460$6.65M0.3%+34.0%0.151%
11/14/2024 Captrust Financial Advisors432,110$16.65M0.0%+0.7%0.379%
11/14/2024 Bell Investment Advisors Inc98,021$3.78M0.7%+0.7%0.086%
11/13/2024 Transamerica Financial Advisors Inc.175,999$6.78M0.7%-0.6%0.154%
11/13/2024 FMR LLC95,285$3.67M0.0%+9.2%0.084%
11/13/2024 Diversified LLC54,933$2.12M0.2%+11.4%0.048%
11/13/2024 Hancock Whitney Corp138,477$5.34M0.2%+2.9%0.121%
11/12/2024Larson Financial Group LLC4,740$183K0.0%-8.3%0.004%
11/12/2024 Cerity Partners LLC94,819$3.65M0.0%+564.7%0.083%
11/12/2024 Alesco Advisors LLC6,400$247K0.0%-29.2%0.006%
11/12/2024 Nwam LLC14,196$547K0.0%N/A0.012%
11/8/2024 Avior Wealth Management LLC23,904$921K0.0%-9.7%0.021%
11/8/2024 PNC Financial Services Group Inc.4,709,871$181.47M0.1%+5.4%4.128%
11/7/2024 Tranquility Partners LLC7,363$284K0.1%-22.6%0.006%
11/7/2024 Colony Family Offices LLC43,022$1.66M0.5%+23.3%0.038%
11/7/2024 MAI Capital Management19,737$760K0.0%+12.8%0.017%
11/6/2024 Accredited Investors Inc.5,299$204K0.0%N/A0.005%
11/6/2024 Natixis Advisors LLC39,146$1.51M0.0%-18.5%0.034%
11/6/2024 Black Diamond Financial LLC6,316$243K0.0%-19.1%0.006%
11/6/2024 OneDigital Investment Advisors LLC31,247$1.20M0.0%-1.6%0.027%
11/6/2024 Lifeworks Advisors LLC7,088$273K0.1%N/A0.006%
11/6/2024 International Private Wealth Advisors LLC6,262$241K0.4%N/A0.005%
11/6/2024 Main Street Financial Solutions LLC162,091$6.25M0.6%+2.7%0.142%
11/5/2024 Empower Advisory Group LLC7,470$288K0.0%-8.8%0.007%
11/5/2024 Prime Capital Investment Advisors LLC145,736$5.62M0.1%-0.5%0.128%
11/5/2024 Savvy Advisors Inc.13,613$525K0.1%-6.9%0.012%
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11/4/2024 Marshall 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%
11/1/2024 Atria Investments Inc8,999$347K0.0%+10.4%0.008%
11/1/2024 Rockbridge Investment Management LCC535,704$20.64M2.7%-28.9%0.470%
11/1/2024 Beckerman Institutional LLC30,948$1.19M1.0%N/A0.027%
11/1/2024 Strategic Family Wealth Counselors L.L.C.16,659$642K0.2%-2.7%0.015%
11/1/2024 Stone Point Wealth LLC41,678$1.61M0.5%+6.5%0.037%
11/1/2024 Vista Capital Partners Inc.10,440$402K0.0%-11.1%0.009%
10/31/2024 Wealth Architects LLC30,588$1.18M0.1%-6.7%0.027%
10/31/2024 American Capital Advisory LLC2,264$87K0.1%+683.4%0.002%
10/30/2024 Maia Wealth LLC5,550$206K0.0%-15.3%0.005%
10/30/2024 Avidian Wealth Enterprises LLC5,381$207K0.0%N/A0.005%
10/30/2024 Balentine LLC2,655$102K0.0%N/A0.002%
10/30/2024 JFG Wealth Management LLC385,369$14.85M4.1%-3.7%0.338%
10/30/2024 Johnson Financial Group LLC1,109,247$42.74M5.2%+1.2%0.972%
10/30/2024 Falcon Wealth Planning35,854$1.38M0.2%-36.5%0.031%
10/29/2024 Private 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%
10/29/2024 Farther Finance Advisors LLC3,265$126K0.0%-32.6%0.003%
10/28/2024 Fonville Wealth Management LLC35,027$1.35M0.5%-1.9%0.031%
10/28/2024 Focus Financial Network Inc.30,959$1.19M0.0%+7.6%0.027%
10/28/2024 US Bancorp DE41,800$1.61M0.0%-4.3%0.037%
10/25/2024 Seaside Wealth Management Inc.8,897$343K0.1%-8.5%0.008%
10/25/2024 Strategic Financial Planning Inc.189,228$7.29M4.8%+5.8%0.166%
10/25/2024 Fort Vancouver Investment Management LLC85,616$3.30M2.8%-4.1%0.075%
10/25/2024 Nicholas Hoffman & Company LLC.239,655$9.23M0.4%+2.6%0.210%
10/25/2024 Fidelis Capital Partners LLC12,020$444K0.1%N/A0.011%
10/25/2024 Valmark Advisers Inc.141,029$5.43M0.1%-2.9%0.124%
10/25/2024 Cornerstone Wealth Advisors Inc.80,136$3.09M0.9%-2.7%0.070%
10/24/2024 Morton Brown Family Wealth LLC114,831$4.42M1.6%-60.8%0.101%
10/24/2024 IVC Wealth Advisors LLC6,686$258K0.1%-12.7%0.006%
10/24/2024 Valley National Advisers Inc.157,381$6.06M1.1%-37.2%0.138%
10/24/2024 Modera Wealth Management LLC47,036$1.81M0.0%-0.9%0.041%
10/24/2024 GHP Investment Advisors Inc.462,934$17.84M0.8%-2.2%0.406%
10/24/2024 MCF Advisors LLC920$35K0.0%-30.3%0.001%
10/24/2024 Wealth Enhancement Advisory Services LLC585,226$22.55M0.0%-1.8%0.513%
10/23/2024 CWC Advisors LLC.18,147$699K0.7%N/A0.016%
10/23/2024 CENTRAL TRUST Co60,609$2.34M0.1%-27.3%0.053%
10/22/2024 McAdam LLC1,367,778$52.70M3.0%-11.1%1.199%
10/22/2024 Christensen King & Associates Investment Services Inc.44,624$1.72M0.8%-3.5%0.039%
10/22/2024 Sequoia Financial Advisors LLC16,068$619K0.0%+3.8%0.014%
10/22/2024 Wooster Corthell Wealth Management Inc.168,424$6.49M1.4%+1.2%0.148%
10/21/2024 Financial Consulate Inc.163,327$6.29M1.7%+2.3%0.143%
10/21/2024 Raleigh Capital Management Inc.2,621$101K0.0%+11.5%0.002%
10/21/2024 Stewardship Advisors LLC132,848$5.12M1.4%N/A0.116%
10/21/2024 Carolina Wealth Advisors LLC29,018$1.12M0.6%-3.0%0.025%
10/19/2024Columbus Macro LLC63,609$2.44M0.9%-2.8%0.056%
10/18/2024Embree Financial Group100,028$3.85M0.7%+6.4%0.088%
10/18/2024Fortress Wealth Management Inc.24,800$956K0.5%-2.7%0.022%
10/18/2024Integris Wealth Management LLC41,792$1.61M0.4%-1.5%0.037%
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10/18/2024Kohmann Bosshard Financial Services LLC106,724$4.11M0.5%+0.3%0.094%
10/16/2024 Summit Financial Strategies Inc.9,992$385K0.0%-10.6%0.009%
10/16/2024 Sensible Money LLC5,343$206K0.1%-12.0%0.005%
10/16/2024 Leisure Capital Management24,556$946K0.4%-20.6%0.022%
10/16/2024 Clearview Wealth Advisors LLC16,075$619K0.5%+10.8%0.014%
10/16/2024 Asset Dedication LLC5,769$222K0.0%-12.0%0.005%
10/16/2024 Braun Bostich & Associates Inc.48,303$1.86M1.3%-10.1%0.042%
10/15/2024 Peak Financial Management Inc.19,233$741K0.2%-4.1%0.017%
10/11/2024 Creative Planning1,367,262$52.68M0.1%-1.9%1.198%
10/11/2024 Kathleen S. Wright Associates Inc.144,924$5.58M2.2%+4.9%0.127%
(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, 351 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 290 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 22,733,360 shares in the last 24 months. This purchase volume represents approximately $768.31M 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 15,246,961 shares in the last 24 months. This volume of shares sold represents approximately $514.89M in transactions.



This page (NYSEARCA:SCHC) was last updated on 12/22/2024 by MarketBeat.com Staff
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