SCHWAB INTL SMALL-CAP EQUITY (SCHC) Institutional Ownership Changes & 13F Activity

SCHWAB INTL SMALL-CAP EQUITY (SCHC). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Jones Financial Companies Lllp, Ameriprise Financial Inc, Strategic Financial Planning, Inc., Goldman Sachs Group Inc, and Osaic Holdings, Inc..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Cherry Tree Wealth Management, LlcBuy+265265$12.75KQ2 2026Sep 15, 2026
Integrated Wealth Concepts LlcSell-843-1.2%66,986$3.22MQ2 2026Sep 09, 2026
Parkside Financial Bank & TrustSell-2,017-12.3%14,376$691.79KQ2 2026Sep 04, 2026
Brown, Lisle/Cummings, Inc.Buy+948+2494.7%986$47.45KQ2 2026Sep 02, 2026
Corient Private Wealth LlcSell-11,491-1.8%623,892$30.02MQ2 2026Aug 27, 2026
Horan Wealth, LlcBuy+68+0.2%41,753$2.01MQ2 2026Aug 26, 2026
Kingsview Wealth Management, LlcBuy+9,113+127.3%16,274$783.09KQ2 2026Aug 19, 2026
Mercer Global Advisors IncSell-1,937-3.0%61,622$2.97MQ2 2026Aug 19, 2026
Archer Investment CorpSell-168-66.9%83$3.99KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+1,379+6.5%22,746$1.09MQ2 2026Aug 18, 2026
Jdm Financial Group LlcBuy+131131$6.30KQ2 2026Aug 18, 2026
Transamerica Financial Advisors, LlcSell-33,437-20.6%128,878$6.20MQ2 2026Aug 17, 2026
Pure Financial Advisors, LlcBuy+9,744+1.6%613,957$29.54MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcBuy+7,324+42.9%24,402$1.17MQ2 2026Aug 17, 2026
Jacobs Equity LlcBuy+5,142+7.3%75,548$3.64MQ2 2026Aug 17, 2026
Asset Allocation Strategies LlcBuy+4,142+3.5%123,208$5.93MQ2 2026Aug 17, 2026
Redwood Investment Management, LlcSell-3,639-1.1%317,380$15.27MQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Buy+1,454+9.9%16,115$775.47KQ2 2026Aug 17, 2026
Payne Capital Management, LlcSell-587-8.3%6,468$311.25KQ2 2026Aug 17, 2026
Comprehensive Money Management Services LlcBuy+100+1.6%6,530$314.22KQ2 2026Aug 17, 2026
Jones Financial Companies LllpBuy+909,207+56.7%2,512,185$120.01MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+192,366192,366$9.25MQ2 2026Aug 14, 2026
Strategic Financial Planning, Inc.Buy+160,420160,420$7.72MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+79,284+1742.9%83,833$4.03MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+63,228+44.2%206,225$9.92MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+58,070+48.7%177,195$8.53MQ2 2026Aug 14, 2026
Invesco Ltd.Buy+43,16243,162$2.08MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+25,10425,104$1.21MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+19,404+11.9%183,072$8.81MQ2 2026Aug 14, 2026
Natixis Advisors, LlcBuy+17,878+17.5%120,167$5.78MQ2 2026Aug 14, 2026
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Frequently asked questions about SCHC activity

  • Which institutional owners are buying SCHC?

    Institutional owners buying SCHC include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SCHC activity?

    "Buy" means an investor increased their reported position in SCHC compared to the prior reporting period. This reflects growing exposure to SCHWAB INTL SMALL-CAP EQUITY (SCHC) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SCHC increasing?

    Institutional interest in SCHC can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.