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 $2.11B 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 $215.40M in its June 30, 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 $223.36M, representing an estimated gain of +3.70% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 45% of the total disclosed SCHC value among the investors covered in this analysis. Major shareholders include Tiaa-Cref Individual & Institutional Services, Llc, Savant Capital, Llc, Jones Financial Companies Lllp, 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
511
Total Reported Value
$2.11B
Largest Holder
Tiaa-Cref Individual & Institutional Services, Llc
Largest Position
$215.40M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
41
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 | 0.74% | 4,476,230 | $215,396,188 | $223,363,877 | +$7,967,689 | +3.70% | |
| Savant Capital, Llc | 0.55% | 3,916,077 | $185,676,417 | $195,412,242 | +$9,735,825 | +5.24% | |
| Jones Financial Companies Lllp | 0.05% | 2,512,185 | $120,006,737 | $125,358,032 | +$5,351,295 | +4.46% | |
| Mcadam, Llc | 3.18% | 1,711,610 | $82,362,678 | $85,409,339 | +$3,046,661 | +3.70% | |
| Blackrock, Inc. | 0.00% | 1,486,015 | $71,507,027 | $74,152,149 | +$2,645,122 | +3.70% | |
| Pnc Financial Services Group, Inc. | 0.03% | 1,169,922 | $56,296,637 | $58,379,108 | +$2,082,471 | +3.70% | |
| State Street Corp | 0.00% | 1,165,313 | $56,074,862 | $58,149,119 | +$2,074,257 | +3.70% | |
| Johnson Financial Group, Llc | 2.93% | 1,131,199 | $54,433,278 | $56,446,830 | +$2,013,552 | +3.70% | |
| Mather Group, Llc. | 0.46% | 1,103,737 | $53,111,808 | $55,076,476 | +$1,964,668 | +3.70% | |
| Focus Partners Wealth | 0.05% | 962,706 | $46,325,455 | $48,039,029 | +$1,713,574 | +3.70% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 0.67% | 951,415 | $45,782,072 | $47,475,609 | +$1,693,537 | +3.70% | |
| Choreo, Llc | 0.43% | 813,788 | $39,159,471 | $40,608,021 | +$1,448,550 | +3.70% | |
| St. Louis Trust Co | 4.23% | 87,162 | $37,003,957 | $4,349,384 | -$32,654,573 | -88.25% | |
| Envestnet Asset Management Inc | 0.01% | 721,412 | $34,714,350 | $35,998,459 | +$1,284,109 | +3.70% | |
| Corient Private Wealth Llc | 0.04% | 623,892 | $30,021,678 | $31,132,211 | +$1,110,533 | +3.70% | |
| Charles Schwab Trust Co | 1.66% | 619,205 | $29,796,145 | $30,898,330 | +$1,102,185 | +3.70% | |
| Pure Financial Advisors, Llc | 0.38% | 613,957 | $29,543,632 | $30,636,454 | +$1,092,822 | +3.70% | |
| Vise Technologies, Inc. | 0.27% | 491,169 | $23,635,056 | $24,509,333 | +$874,277 | +3.70% | |
| Ghp Investment Advisors, Inc. | 0.85% | 481,697 | $23,179,248 | $24,036,680 | +$857,432 | +3.70% | |
| Captrust Financial Advisors | 0.03% | 417,548 | $20,092,413 | $20,835,645 | +$743,232 | +3.70% | |
| Ubs Group Ag | 0.00% | 414,546 | $19,947,953 | $20,685,845 | +$737,892 | +3.70% | |
| Tortoise Investment Management, Llc | 1.31% | 365,315 | $17,578,957 | $18,229,219 | +$650,262 | +3.70% | |
| Diversify Advisory Services, Llc | 0.28% | 347,506 | $16,739,349 | $17,340,549 | +$601,200 | +3.59% | |
| Diversify Wealth Management, Llc | 0.28% | 347,506 | $16,739,349 | $17,340,549 | +$601,200 | +3.59% | |
| Raymond James Financial Inc | 0.00% | 326,183 | $15,695,948 | $16,276,532 | +$580,584 | +3.70% | |
| Tiaa Trust, National Association | 0.87% | 306,226 | $14,735,595 | $15,280,677 | +$545,082 | +3.70% | |
| Rockbridge Investment Management, Lcc | 1.17% | 298,760 | $14,376,320 | $14,908,124 | +$531,804 | +3.70% | |
| Nicholas Hoffman & Company, Llc. | 0.30% | 296,679 | $14,276,174 | $14,804,282 | +$528,108 | +3.70% | |
| Morgan Stanley | 0.00% | 285,394 | $13,733,204 | $14,241,161 | +$507,957 | +3.70% | |
| White & Co Financial Planning Inc | 7.91% | 265,459 | $12,773,881 | $13,246,404 | +$472,523 | +3.70% | |
| Brooklyn Fi, Llc | 2.30% | 260,222 | $12,574,082 | $12,985,078 | +$410,996 | +3.27% | |
| Cetera Investment Advisers | 0.01% | 256,952 | $12,364,504 | $12,821,905 | +$457,401 | +3.70% | |
| Summit Financial, Llc | 0.13% | 253,359 | $12,191,614 | $12,642,614 | +$451,000 | +3.70% | |
| Hancock Whitney Corp | 0.20% | 247,601 | $11,914,560 | $12,355,290 | +$440,730 | +3.70% | |
| Fund Evaluation Group, Llc | 0.32% | 246,963 | $11,883,860 | $12,323,454 | +$439,594 | +3.70% | |
| Mariner, Llc | 0.01% | 213,741 | $10,285,189 | $10,665,676 | +$380,487 | +3.70% | |
| Osaic Holdings, Inc. | 0.01% | 206,225 | $9,924,007 | $10,290,628 | +$366,621 | +3.69% | |
| Clearwater Capital Advisors, Llc | 0.72% | 204,909 | $9,860,204 | $10,224,959 | +$364,755 | +3.70% | |
| Perigon Wealth Management, Llc | 0.15% | 203,051 | $9,770,828 | $10,132,245 | +$361,417 | +3.70% | |
| Atlas Capital Advisors Inc. | 1.01% | 192,503 | $9,263,244 | $9,605,900 | +$342,656 | +3.70% | |
| Ameriprise Financial Inc | 0.00% | 192,366 | $9,249,053 | $9,599,063 | +$350,010 | +3.78% | |
| Bluesky Wealth Advisors, Llc | 1.07% | 191,915 | $9,234,950 | $9,576,559 | +$341,609 | +3.70% | |
| Oarsman Capital, Inc. | 0.96% | 189,176 | $9,103,133 | $9,439,882 | +$336,749 | +3.70% | |
| Fort Vancouver Investment Management, Llc | 4.18% | 185,849 | $8,943,054 | $9,273,865 | +$330,811 | +3.70% | |
| Wells Fargo & Company/Mn | 0.00% | 183,072 | $8,809,403 | $9,135,293 | +$325,890 | +3.70% | |
| Bank Of America Corp | 0.00% | 177,195 | $8,526,615 | $8,842,031 | +$315,416 | +3.70% | |
| Ep Wealth Advisors, Llc | 0.03% | 174,538 | $8,398,776 | $8,709,446 | +$310,670 | +3.70% | |
| Mission Wealth Management, Lp | 0.10% | 173,459 | $8,346,845 | $8,655,604 | +$308,759 | +3.70% | |
| Brand Asset Management Group, Inc. | 1.82% | 170,742 | $8,216,100 | $8,520,026 | +$303,926 | +3.70% | |
| Moneta Group Investment Advisors Llc | 0.06% | 170,280 | $8,193,858 | $8,496,972 | +$303,114 | +3.70% |
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.