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SCHC · Schwab International Small-Cap Equity ETF ETF

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$51.62 +0.14 (+0.27%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 6
Total Value: $33,232,969
Total Shares: 690,627

Institutional Ownership Trend

20 quarters

Holder Concentration

Across 6 13F filers · Δ vs Mar 31, 2026
Top Holder
90.3%
Mar 2022 → Jun 2026 · range 0.0% – 100.0%
−9.7 pts
Top 5
99.9%
Mar 2022 → Jun 2026 · range 0.0% – 100.0%
−0.1 pts
Top 10
100.0%
Mar 2022 → Jun 2026 · range 0.0% – 100.0%
0.0 pts
HHI
8,203
Mar 2022 → Jun 2026 · range 0 – 10,000
Highly concentrated−1,797

Quarterly Activity

vs Mar 31, 2026
New
5
Increased
1
Decreased
0
Sold Out
0
Unchanged
0
Holder count: +5
Institutional value: +15711.0%
Shares held: +15257.5%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
Range Advisory, LLC +561 5,058

Top Sellers

vs Mar 31, 2026
No qualifying movers this quarter.

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Corient Private Wealth LLC 623,892 $30,021,683
HORAN Wealth, LLC 41,753 $2,009,154
Parkside Financial Bank & Trust 14,376 $691,773
Advus Financial Partners, LLC 4,562 $219,523
BROWN, LISLE/CUMMINGS, INC. 986 $47,446

Top Sold-Out Positions

vs Mar 31, 2026
No fully closed positions this quarter.
Filter: New 5 Increased 1 Reduced 0 Sold out 0 Unchanged 0
Showing 6 of 6
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Corient Private Wealth LLC SCHC $30,021,683 90.34% 623,892
HORAN Wealth, LLC SCHC $2,009,154 6.05% 41,753
Parkside Financial Bank & Trust SCHC $691,773 2.08% 14,376
Range Advisory, LLC SCHC $243,390 0.73% 5,058
Advus Financial Partners, LLC SCHC $219,523 0.66% 4,562
BROWN, LISLE/CUMMINGS, INC. SCHC $47,446 0.14% 986