SCHC

SCHWAB INTL SMALL-CAP EQUITY
USCUSIP 808524888
Institutional Owners
134
+11 QoQ
13F Value Held
$703.0M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)49 adding · 37 trimming
Insider net (180d)+$0
Price history not yet available for SCHC.

Top institutional holders

134 13F filers
#FundPosition valueSharesLast moveAs of
1TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
$202.6M
4.33MNewQ1 2026
2Savant Capital, LLC
$93.9M
2.01MReducedQ1 2026
3McAdam, LLC
$76.9M
1.65MAddedQ1 2026
4STATE STREET CORP
$54.2M
1.16MReducedQ1 2026
5CHOREO, LLC
$38.2M
817.8KAddedQ1 2026
6Pure Financial Advisors, LLC
$28.2M
604.2KNewQ1 2026
7Vise Technologies, Inc.
$19.6M
431.3KHeldQ1 2026
8DIVERSIFY WEALTH MANAGEMENT, LLC
$15.4M
314.5KAddedQ1 2026
9TIAA TRUST, NATIONAL ASSOCIATION
$14.1M
301.2KAddedQ1 2026
10Nicholas Hoffman & Company, LLC.
$13.6M
291.1KAddedQ1 2026
11Fund Evaluation Group, LLC
$12.0M
256.6KReducedQ1 2026
12Summit Financial, LLC
$11.2M
240.3KAddedQ1 2026
13Perigon Wealth Management, LLC
$9.1M
195.4KAddedQ1 2026
14EP Wealth Advisors, LLC
$8.1M
173.2KAddedQ1 2026
15MISSION WEALTH MANAGEMENT, LP
$7.7M
164.5KReducedQ1 2026
16WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$7.5M
178.4KReducedQ1 2026
17Procyon Advisors, LLC
$7.5M
159.6KReducedQ1 2026
18Prime Capital Investment Advisors, LLC
$6.6M
142.0KReducedQ1 2026
19HBK Sorce Advisory LLC
$4.2M
81.0KReducedQ1 2026
20EVERGREEN CAPITAL MANAGEMENT LLC
$4.0M
85.6KHeldQ1 2026
21Texas Yale Capital Corp.
$3.9M
83.6KAddedQ1 2026
22TD Waterhouse Canada Inc.
$3.4M
72.5KAddedQ1 2026
23Integrated Wealth Concepts LLC
$3.2M
67.8KReducedQ1 2026
24COLDSTREAM CAPITAL MANAGEMENT INC
$2.4M
52.0KReducedQ1 2026
25Modera Wealth Management, LLC
$2.2M
46.3KReducedQ1 2026

Fund activity — latest quarter

Opened (NEW)
17
funds
Added
32
funds
Reduced
37
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

125 funds+124 since Q1 2024
063125Q1 2024Q3 2024Q1 2025Q3 2025Q1 2026
funds holding aggregate valuelatest $748M

Funds that own SCHC also own

CompanyCo-held byCombined value
Microsoft CorpMSFT133 funds$137.4B
Apple IncAAPL132 funds$185.0B
LPHABET INCGOOG132 funds$65.2B
JPMorgan Chase & CoJPM132 funds$47.4B
Nvidia CorpNVDA131 funds$199.0B
Amazon.Com IncAMZN131 funds$98.1B
Exxon Mobil CorpXOM131 funds$42.4B
Lilly Eli & CoLLY131 funds$39.0B
Johnson & JohnsonJNJ131 funds$38.7B
Visa Inc.V131 funds$30.6B
Costco Wholesale CorpCOST131 funds$23.7B
McDonalds CorpMCD131 funds$13.7B

Ranked by how many of SCHC's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SCHC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.