SCHC Institutional Ownership & Shareholders
SCHWAB INTL SMALL-CAP EQUITY (SCHC) is currently held by 510 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $2.28B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $214.37M, representing an estimated loss of -0.48% 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, Creative Planning, 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
510
Total Reported Value
$2.28B
Largest Holder
Tiaa-Cref Individual & Institutional Services, Llc
Largest Position
$215.40M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
38
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 | $214,366,655 | -$1,029,533 | -0.48% | |
| Savant Capital, Llc | 0.55% | 3,916,077 | $185,676,417 | $187,540,928 | +$1,864,511 | +1.00% | |
| Creative Planning | 0.07% | 2,623,959 | $130,515,680 | $125,661,397 | -$4,854,283 | -3.72% | |
| Jones Financial Companies Lllp | 0.05% | 2,512,185 | $120,006,737 | $120,308,540 | +$301,803 | +0.25% | |
| Mcadam, Llc | 3.33% | 1,780,662 | $88,570,150 | $85,275,903 | -$3,294,247 | -3.72% | |
| Blackrock, Inc. | 0.00% | 1,486,015 | $71,507,027 | $71,165,258 | -$341,769 | -0.48% | |
| Pnc Financial Services Group, Inc. | 0.03% | 1,169,922 | $56,296,637 | $56,027,565 | -$269,072 | -0.48% | |
| State Street Corp | 0.00% | 1,165,313 | $56,074,862 | $55,806,840 | -$268,022 | -0.48% | |
| Johnson Financial Group, Llc | 2.93% | 1,131,199 | $54,433,278 | $54,173,120 | -$260,158 | -0.48% | |
| Mather Group, Llc. | 0.46% | 1,092,397 | $54,335,810 | $52,314,892 | -$2,020,918 | -3.72% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 0.72% | 1,055,721 | $52,511,588 | $50,558,479 | -$1,953,109 | -3.72% | |
| Focus Partners Wealth | 0.05% | 962,706 | $46,325,455 | $46,103,990 | -$221,465 | -0.48% | |
| Choreo, Llc | 0.42% | 818,191 | $40,696,838 | $39,183,167 | -$1,513,671 | -3.72% | |
| St. Louis Trust Co | 4.23% | 87,162 | $37,003,957 | $4,174,188 | -$32,829,769 | -88.72% | |
| Envestnet Asset Management Inc | 0.01% | 721,412 | $34,714,350 | $34,548,421 | -$165,929 | -0.48% | |
| Charles Schwab Trust Co | 1.79% | 622,619 | $30,969,069 | $29,817,224 | -$1,151,845 | -3.72% | |
| Corient Private Wealth Llc | 0.04% | 623,892 | $30,021,678 | $29,878,188 | -$143,490 | -0.48% | |
| Pure Financial Advisors, Llc | 0.38% | 613,957 | $29,543,632 | $29,402,401 | -$141,231 | -0.48% | |
| Vise Technologies, Inc. | 0.22% | 523,754 | $26,051,528 | $25,082,579 | -$968,949 | -3.72% | |
| Ghp Investment Advisors, Inc. | 0.89% | 481,817 | $23,965,596 | $23,074,216 | -$891,380 | -3.72% | |
| Captrust Financial Advisors | 0.03% | 417,548 | $20,092,413 | $19,996,374 | -$96,039 | -0.48% | |
| Ubs Group Ag | 0.00% | 414,546 | $19,947,953 | $19,852,608 | -$95,345 | -0.48% | |
| Diversify Advisory Services, Llc | 0.27% | 371,943 | $18,124,774 | $17,812,350 | -$312,424 | -1.72% | |
| Diversify Wealth Management, Llc | 0.27% | 371,943 | $18,124,774 | $17,812,350 | -$312,424 | -1.72% | |
| Tortoise Investment Management, Llc | 1.31% | 365,315 | $17,578,957 | $17,494,935 | -$84,022 | -0.48% | |
| Raymond James Financial Inc | 0.00% | 326,183 | $15,695,948 | $15,620,904 | -$75,044 | -0.48% | |
| Nicholas Hoffman & Company, Llc. | 0.31% | 297,815 | $14,813,298 | $14,262,360 | -$550,938 | -3.72% | |
| Tiaa Trust, National Association | 0.87% | 306,226 | $14,735,595 | $14,665,163 | -$70,432 | -0.48% | |
| Rockbridge Investment Management, Lcc | 1.17% | 298,760 | $14,376,320 | $14,307,616 | -$68,704 | -0.48% | |
| Morgan Stanley | 0.00% | 285,394 | $13,733,204 | $13,667,519 | -$65,685 | -0.48% | |
| Brooklyn Fi, Llc | 2.30% | 260,222 | $12,574,082 | $12,462,032 | -$112,050 | -0.89% | |
| White & Co Financial Planning Inc | 8.25% | 267,152 | $12,486,686 | $12,793,909 | +$307,223 | +2.46% | |
| Cetera Investment Advisers | 0.01% | 256,952 | $12,364,504 | $12,305,431 | -$59,073 | -0.48% | |
| Summit Financial, Llc | 0.13% | 253,359 | $12,191,614 | $12,133,363 | -$58,251 | -0.48% | |
| Hancock Whitney Corp | 0.20% | 247,601 | $11,914,560 | $11,857,612 | -$56,948 | -0.48% | |
| Fund Evaluation Group, Llc | 0.32% | 246,963 | $11,883,860 | $11,827,058 | -$56,802 | -0.48% | |
| Perigon Wealth Management, Llc | 0.16% | 207,613 | $10,326,665 | $9,942,587 | -$384,078 | -3.72% | |
| Mariner, Llc | 0.01% | 213,741 | $10,285,189 | $10,236,056 | -$49,133 | -0.48% | |
| Bluesky Wealth Advisors, Llc | 1.17% | 202,538 | $10,074,240 | $9,699,545 | -$374,695 | -3.72% | |
| Osaic Holdings, Inc. | 0.01% | 206,225 | $9,924,007 | $9,876,115 | -$47,892 | -0.48% | |
| Clearwater Capital Advisors, Llc | 0.72% | 204,909 | $9,860,204 | $9,813,092 | -$47,112 | -0.48% | |
| Atlas Capital Advisors Inc. | 1.01% | 192,503 | $9,263,244 | $9,218,969 | -$44,275 | -0.48% | |
| Ameriprise Financial Inc | 0.00% | 192,366 | $9,249,053 | $9,212,408 | -$36,645 | -0.40% | |
| Oarsman Capital, Inc. | 0.96% | 189,176 | $9,103,133 | $9,059,639 | -$43,494 | -0.48% | |
| Fort Vancouver Investment Management, Llc | 4.18% | 185,849 | $8,943,054 | $8,900,309 | -$42,745 | -0.48% | |
| Hb Wealth Management, Llc | 0.05% | 178,505 | $8,878,859 | $8,548,604 | -$330,255 | -3.72% | |
| Wells Fargo & Company/Mn | 0.00% | 183,072 | $8,809,403 | $8,767,318 | -$42,085 | -0.48% | |
| Bank Of America Corp | 0.00% | 177,195 | $8,526,615 | $8,485,869 | -$40,746 | -0.48% | |
| Courage Miller Partners, Llc | 2.22% | 169,076 | $8,409,861 | $8,097,050 | -$312,811 | -3.72% | |
| Ep Wealth Advisors, Llc | 0.03% | 174,538 | $8,398,776 | $8,358,625 | -$40,151 | -0.48% |
Frequently asked questions about SCHC
Who are the largest institutional holders of SCHC?
The largest institutional holders of SCHC reported in the latest SEC Form 13F filings include Tiaa-Cref Individual & Institutional Services, Llc, Savant Capital, Llc, Creative Planning, Jones Financial Companies Lllp, and Mcadam, Llc. InsiderSet ranks institutional holders by their latest reported SCHC position.
What is SCHC institutional ownership?
This page tracks SCHC positions reported by institutional investment managers through SEC Form 13F. SCHWAB INTL SMALL-CAP EQUITY (SCHC) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SCHC?
InsiderSet currently tracks 510 institutional managers reporting SCHC holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SCHC shareholders.
How much SCHC stock do institutions own?
Institutional investment managers disclosed approximately $2.28B in SCHC holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SCHC institutional ownership last updated?
The latest SCHC institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SCHC holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SCHC position after the reporting date.
Are institutions buying or selling SCHC?
Institutional buying and selling can be analyzed by comparing SCHC positions across consecutive 13F reporting periods. InsiderSet's SCHC Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SCHC ownership changes.
How has SCHC institutional ownership changed over time?
InsiderSet tracks SCHC institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.