SCHWAB INTL SMALL-CAP EQUITY (SCHC) Institutional Shareholders
SCHWAB INTL SMALL-CAP EQUITY (SCHC) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $2.01B in SCHC holdings during the latest filing period.
Tiaa-Cref Individual & Institutional Services, Llc is currently the largest disclosed institutional shareholder of SCHC tracked by InsiderSet, reporting ownership valued at approximately $202.57M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $209.51M, representing an estimated gain of +3.42% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 44% of the total disclosed SCHC value among the investors covered in this analysis. Major shareholders include Tiaa-Cref Individual & Institutional Services, Llc, Creative Planning, Savant Capital, Llc, and several other long-term asset managers with concentrated positions in SCHWAB INTL SMALL-CAP EQUITY (SCHC).
This page ranks the largest institutional SCHC shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
498
Total Reported Value
$2.01B
Largest Holder
Tiaa-Cref Individual & Institutional Services, Llc
Largest Position
$202.57M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
57
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | 0.78% | 4,334,063 | $202,574,105 | $209,508,605 | +$6,934,500 | +3.42% | |
| Creative Planning | 0.09% | 2,938,971 | $137,367,514 | $142,069,858 | +$4,702,344 | +3.42% | |
| Savant Capital, Llc | 0.45% | 2,008,640 | $93,883,856 | $97,097,658 | +$3,213,802 | +3.42% | |
| Blackrock, Inc. | 0.00% | 1,835,314 | $85,782,561 | $88,719,079 | +$2,936,518 | +3.42% | |
| Mcadam, Llc | 3.47% | 1,645,574 | $76,914,147 | $79,547,047 | +$2,632,900 | +3.42% | |
| Jones Financial Companies Lllp | 0.03% | 1,602,978 | $72,784,923 | $77,487,957 | +$4,703,034 | +6.46% | |
| Pnc Financial Services Group, Inc. | 0.04% | 1,182,296 | $55,260,507 | $57,152,189 | +$1,891,682 | +3.42% | |
| State Street Corp | 0.00% | 1,159,486 | $54,194,376 | $56,049,553 | +$1,855,177 | +3.42% | |
| Mather Group, Llc. | 0.46% | 1,103,737 | $53,111,808 | $53,354,647 | +$242,839 | +0.46% | |
| Focus Partners Wealth | 0.05% | 1,025,135 | $47,914,793 | $49,555,026 | +$1,640,233 | +3.42% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 0.67% | 951,415 | $45,782,072 | $45,991,401 | +$209,329 | +0.46% | |
| Choreo, Llc | 0.47% | 817,753 | $38,221,762 | $39,530,180 | +$1,308,418 | +3.42% | |
| Robinswood Financial Llc | 2.11% | 1,049,750 | $38,155,827 | $50,744,915 | +$12,589,088 | +32.99% | |
| Envestnet Asset Management Inc | 0.01% | 758,997 | $35,475,518 | $36,689,915 | +$1,214,397 | +3.42% | |
| Charles Schwab Trust Co | 1.66% | 619,205 | $29,796,145 | $29,932,370 | +$136,225 | +0.46% | |
| Corient Private Wealth Llc | 0.04% | 635,383 | $29,636,915 | $30,714,414 | +$1,077,499 | +3.64% | |
| Johnson Financial Group, Llc | 1.88% | 604,360 | $28,247,792 | $29,214,762 | +$966,970 | +3.42% | |
| Pure Financial Advisors, Llc | 0.41% | 604,213 | $28,240,902 | $29,207,656 | +$966,754 | +3.42% | |
| Ghp Investment Advisors, Inc. | 0.85% | 481,697 | $23,179,248 | $23,285,233 | +$105,985 | +0.46% | |
| Vise Technologies, Inc. | 0.39% | 431,323 | $19,638,137 | $20,850,154 | +$1,212,017 | +6.17% | |
| Ubs Group Ag | 0.00% | 402,554 | $18,815,374 | $19,459,460 | +$644,086 | +3.42% | |
| Captrust Financial Advisors | 0.03% | 399,782 | $18,685,826 | $19,325,462 | +$639,636 | +3.42% | |
| Morgan Stanley | 0.00% | 369,227 | $17,257,693 | $17,848,433 | +$590,740 | +3.42% | |
| Tortoise Investment Management, Llc | 1.39% | 360,627 | $16,855,698 | $17,432,709 | +$577,011 | +3.42% | |
| Diversify Wealth Management, Llc | 0.28% | 314,544 | $15,415,804 | $15,205,057 | -$210,747 | -1.37% | |
| Raymond James Financial Inc | 0.00% | 322,703 | $15,083,109 | $15,599,463 | +$516,354 | +3.42% | |
| Rockbridge Investment Management, Lcc | 1.28% | 305,818 | $14,293,943 | $14,783,242 | +$489,299 | +3.42% | |
| Tiaa Trust, National Association | 0.86% | 301,165 | $14,076,453 | $14,558,316 | +$481,863 | +3.42% | |
| Mariner, Llc | 0.02% | 293,997 | $13,741,435 | $14,211,815 | +$470,380 | +3.42% | |
| Nicholas Hoffman & Company, Llc. | 0.31% | 291,107 | $13,606,328 | $14,072,112 | +$465,784 | +3.42% | |
| White & Co Financial Planning Inc | 7.91% | 265,459 | $12,773,881 | $12,832,288 | +$58,407 | +0.46% | |
| Fund Evaluation Group, Llc | 0.37% | 256,584 | $11,992,736 | $12,403,271 | +$410,535 | +3.42% | |
| Hancock Whitney Corp | 0.21% | 236,935 | $11,869,537 | $11,453,438 | -$416,099 | -3.51% | |
| Brooklyn Fi, Llc | 2.40% | 244,602 | $11,432,698 | $11,824,061 | +$391,363 | +3.42% | |
| Cetera Investment Advisers | 0.01% | 242,596 | $11,338,940 | $11,727,091 | +$388,151 | +3.42% | |
| Summit Financial, Llc | 0.14% | 240,252 | $11,229,393 | $11,613,782 | +$384,389 | +3.42% | |
| Clearwater Capital Advisors, Llc | 0.77% | 203,226 | $9,498,765 | $9,823,945 | +$325,180 | +3.42% | |
| Bluesky Wealth Advisors, Llc | 1.07% | 191,915 | $9,234,950 | $9,277,171 | +$42,221 | +0.46% | |
| Perigon Wealth Management, Llc | 0.17% | 195,442 | $9,134,955 | $9,447,666 | +$312,711 | +3.42% | |
| Atlas Capital Advisors Inc. | 1.03% | 192,171 | $8,982,072 | $9,289,546 | +$307,474 | +3.42% | |
| Fort Vancouver Investment Management, Llc | 4.53% | 191,058 | $8,930,051 | $9,235,744 | +$305,693 | +3.42% | |
| Ameriprise Financial Inc | 0.00% | 178,518 | $8,348,743 | $8,629,560 | +$280,817 | +3.36% | |
| Mission Wealth Management, Lp | 0.10% | 173,459 | $8,346,845 | $8,385,008 | +$38,163 | +0.46% | |
| Hightower Advisors, Llc | 0.01% | 175,610 | $8,208,021 | $8,488,987 | +$280,966 | +3.42% | |
| Brand Asset Management Group, Inc. | 2.12% | 174,448 | $8,153,708 | $8,432,816 | +$279,108 | +3.42% | |
| Courage Miller Partners, Llc | 2.14% | 168,438 | $8,105,257 | $8,142,293 | +$37,036 | +0.46% | |
| Ep Wealth Advisors, Llc | 0.04% | 173,175 | $8,094,189 | $8,371,280 | +$277,091 | +3.42% | |
| Moneta Group Investment Advisors Llc | 0.06% | 166,124 | $7,764,628 | $8,030,434 | +$265,806 | +3.42% | |
| Wells Fargo & Company/Mn | 0.00% | 163,668 | $7,649,843 | $7,911,711 | +$261,868 | +3.42% | |
| Transamerica Financial Advisors, Llc | 0.65% | 162,315 | $7,586,628 | $7,846,307 | +$259,679 | +3.42% |
Frequently asked questions about SCHC
Who owns the most SCHC stock?
The largest holders of SCHC are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SCHWAB INTL SMALL-CAP EQUITY (SCHC).
Is SCHC widely held by superinvestors?
Many widely followed stocks like SCHC appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SCHC is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.