SCHWAB INTL SMALL-CAP EQUITY SCHC
$48.55
+0.7% 52w: $41.92 – $51.42
Latest 13F among current holders filed 23 hours ago (Sep 2, 2026)
Price — last 12 months
research preview data41.9246.6751.42
Aug 18, 2025 Jul 2, 2026
Institutional holders
497
+1 QoQ
13F value
$2.06B
+2.6% QoQ
Smart-money holders
6
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns SCHC?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | Wealth advisor | 4.3M | $202.6M | 0.8% | — |
| Creative Planning | Wealth advisor | 2.9M | $137.4M | 0.1% | +134.2% |
| Savant Capital, LLC | Wealth advisor | 2.0M | $93.9M | 0.5% | -6.8% |
| BlackRock, Inc. | Index provider | 1.8M | $85.8M | 0.0% | +37.8% |
| SageView Advisory Group, LLC | Wealth advisor | 1.8M | $83.2M | 3.0% | +1.5% |
| McAdam, LLC | Wealth advisor | 1.6M | $76.9M | 3.5% | +2.6% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 1.6M | $72.8M | 0.0% | +53.1% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 1.3M | $58.7M | 0.0% | -2.7% |
| STATE STREET CORP | Index provider | 1.2M | $54.2M | 0.0% | -6.3% |
| MATHER GROUP, LLC. | Wealth advisor | 1.1M | $51.4M | 0.5% | -0.4% |
| Focus Partners Wealth | Wealth advisor | 1.0M | $47.9M | 0.1% | -0.5% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | Wealth advisor | 857.1K | $40.1M | 0.7% | +10.3% |
| CHOREO, LLC | Wealth advisor | 817.8K | $38.2M | 0.5% | +1.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 759.0K | $35.5M | 0.0% | +39.6% |
| Corient Private Wealth LLC | Diversified mechanical | 635.4K | $29.6M | 0.0% | -48.6% |
| Johnson Financial Group, LLC | Wealth advisor | 604.4K | $28.2M | 1.9% | -18.5% |
| Pure Financial Advisors, LLC | Wealth advisor | 604.2K | $28.2M | 0.4% | -0.7% |
| GHP Investment Advisors, Inc. | Diversified mechanical | 477.8K | $22.3M | 0.9% | -0.1% |
| Charles Schwab Trust Co | Wealth advisor | 438.3K | $20.5M | 1.3% | +3.8% |
| Vise Technologies, Inc. | Wealth advisor | 431.3K | $19.6M | 0.4% | Held |
| UBS Group AG | Bank broker | 402.6K | $18.8M | 0.0% | +1.6% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 399.8K | $18.7M | 0.0% | -1.6% |
| MORGAN STANLEY | Bank broker | 369.2K | $17.3M | 0.0% | -26.6% |
| Tortoise Investment Management, LLC | Wealth advisor | 360.6K | $16.9M | 1.4% | +1.0% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | Wealth advisor | 314.5K | $15.4M | 0.3% | +59.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 322.7K | $15.1M | 0.0% | +46.1% |
| Redwood Investment Management, LLC | Wealth advisor | 321.0K | $15.0M | 1.9% | New |
| Rockbridge Investment Management, LCC | Wealth advisor | 305.8K | $14.3M | 1.3% | -1.8% |
| TIAA TRUST, NATIONAL ASSOCIATION | Wealth advisor | 301.2K | $14.1M | 0.9% | -92.8% |
| Mariner, LLC | Diversified mechanical | 294.0K | $13.7M | 0.0% | +211.9% |
| Nicholas Hoffman & Company, LLC. | Wealth advisor | 291.1K | $13.6M | 0.3% | +2.3% |
| White & Co Financial Planning Inc | Wealth advisor | 262.5K | $12.3M | — | -1.6% |
| Fund Evaluation Group, LLC | Wealth advisor | 256.6K | $12.0M | — | -5.6% |
| HANCOCK WHITNEY CORP | Other | 236.9K | $11.9M | 0.2% | +3.6% |
| Brooklyn FI, LLC | Wealth advisor | 244.6K | $11.4M | 2.4% | +12.1% |
| Cetera Investment Advisers | Wealth advisor | 242.6K | $11.3M | 0.0% | +1.5% |
| Summit Financial, LLC | Wealth advisor | 240.3K | $11.2M | 0.1% | +1.5% |
| Main Street Financial Solutions, LLC | Wealth advisor | 210.4K | $9.8M | 0.7% | -0.4% |
| FLOW TRADERS U.S. LLC | Market maker | 210.0K | $9.8M | — | -3.0% |
| Clearwater Capital Advisors, LLC | Wealth advisor | 203.2K | $9.5M | 0.8% | +6.5% |
| Perigon Wealth Management, LLC | Wealth advisor | 195.4K | $9.1M | 0.2% | +13.1% |
| ATLAS CAPITAL ADVISORS INC. | Wealth advisor | 192.2K | $9.0M | 1.0% | -3.7% |
| Fort Vancouver Investment Management, LLC | Wealth advisor | 191.1K | $8.9M | — | +1.8% |
| BlueSky Wealth Advisors, LLC | Wealth advisor | 182.0K | $8.5M | 1.1% | New |
| AMERIPRISE FINANCIAL INC | Bank broker | 178.5K | $8.3M | 0.0% | +86.0% |
| HighTower Advisors, LLC | Diversified mechanical | 175.6K | $8.2M | 0.0% | -2.5% |
| Brand Asset Management Group, Inc. | Wealth advisor | 174.4K | $8.2M | 2.1% | -1.2% |
| EP Wealth Advisors, LLC | Wealth advisor | 173.2K | $8.1M | 0.0% | +648.5% |
| Courage Miller Partners, LLC | Wealth advisor | 169.2K | $7.9M | 2.2% | 0.0% |
| MONETA GROUP INVESTMENT ADVISORS LLC | Wealth advisor | 166.1K | $7.8M | 0.1% | -4.9% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.