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..
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Cherry Tree Wealth Management, Llc | Buy | +265 | — | 265 | $12.75K | Q2 2026 | Sep 15, 2026 |
| Integrated Wealth Concepts Llc | Sell | -843 | -1.2% | 66,986 | $3.22M | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Sell | -2,017 | -12.3% | 14,376 | $691.79K | Q2 2026 | Sep 04, 2026 |
| Brown, Lisle/Cummings, Inc. | Buy | +948 | +2494.7% | 986 | $47.45K | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Sell | -11,491 | -1.8% | 623,892 | $30.02M | Q2 2026 | Aug 27, 2026 |
| Horan Wealth, Llc | Buy | +68 | +0.2% | 41,753 | $2.01M | Q2 2026 | Aug 26, 2026 |
| Kingsview Wealth Management, Llc | Buy | +9,113 | +127.3% | 16,274 | $783.09K | Q2 2026 | Aug 19, 2026 |
| Mercer Global Advisors Inc | Sell | -1,937 | -3.0% | 61,622 | $2.97M | Q2 2026 | Aug 19, 2026 |
| Archer Investment Corp | Sell | -168 | -66.9% | 83 | $3.99K | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +1,379 | +6.5% | 22,746 | $1.09M | Q2 2026 | Aug 18, 2026 |
| Jdm Financial Group Llc | Buy | +131 | — | 131 | $6.30K | Q2 2026 | Aug 18, 2026 |
| Transamerica Financial Advisors, Llc | Sell | -33,437 | -20.6% | 128,878 | $6.20M | Q2 2026 | Aug 17, 2026 |
| Pure Financial Advisors, Llc | Buy | +9,744 | +1.6% | 613,957 | $29.54M | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Buy | +7,324 | +42.9% | 24,402 | $1.17M | Q2 2026 | Aug 17, 2026 |
| Jacobs Equity Llc | Buy | +5,142 | +7.3% | 75,548 | $3.64M | Q2 2026 | Aug 17, 2026 |
| Asset Allocation Strategies Llc | Buy | +4,142 | +3.5% | 123,208 | $5.93M | Q2 2026 | Aug 17, 2026 |
| Redwood Investment Management, Llc | Sell | -3,639 | -1.1% | 317,380 | $15.27M | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Buy | +1,454 | +9.9% | 16,115 | $775.47K | Q2 2026 | Aug 17, 2026 |
| Payne Capital Management, Llc | Sell | -587 | -8.3% | 6,468 | $311.25K | Q2 2026 | Aug 17, 2026 |
| Comprehensive Money Management Services Llc | Buy | +100 | +1.6% | 6,530 | $314.22K | Q2 2026 | Aug 17, 2026 |
| Jones Financial Companies Lllp | Buy | +909,207 | +56.7% | 2,512,185 | $120.01M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +192,366 | — | 192,366 | $9.25M | Q2 2026 | Aug 14, 2026 |
| Strategic Financial Planning, Inc. | Buy | +160,420 | — | 160,420 | $7.72M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +79,284 | +1742.9% | 83,833 | $4.03M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +63,228 | +44.2% | 206,225 | $9.92M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +58,070 | +48.7% | 177,195 | $8.53M | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | Buy | +43,162 | — | 43,162 | $2.08M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +25,104 | — | 25,104 | $1.21M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +19,404 | +11.9% | 183,072 | $8.81M | Q2 2026 | Aug 14, 2026 |
| Natixis Advisors, Llc | Buy | +17,878 | +17.5% | 120,167 | $5.78M | Q2 2026 | Aug 14, 2026 |
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.