Institutional Ownership Schwab Strategic Tr Intl Eqty (SCHF)
This table provides information about the institutional ownership of Schwab Strategic Tr Intl Eqty (SCHF). We have compiled data on the 1,163 institutions that hold shares in the stock, with a total of 820 Million shares, which have been reported (via 13F filing form) to have a value of $32.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
140,743,863
shares
|
$5.59 Billion
5.65% of portfolio
|
Q1 2024
Added 4.09%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 02, 2024 Q1 2024 |
79,357,475
shares
|
$3.15 Billion
11.59% of portfolio
|
Q1 2024
Added 0.34%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 13, 2024 Q1 2024 |
77,016,907
shares
|
$3.06 Billion
6.78% of portfolio
|
Q1 2024
Added 1.12%
|
|
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
May 08, 2024 Q1 2024 |
76,321,924
shares
|
$3.03 Billion
4.09% of portfolio
|
Q1 2024
Added 2.6%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
71,324,888
shares
|
$2.83 Billion
11.16% of portfolio
|
Q4 2022
Added 0.56%
|
|
|
Wealthfront Advisers LLC
|
Apr 19, 2024 Q1 2024 |
45,734,063
shares
|
$1.82 Billion
6.25% of portfolio
|
Q1 2024
Added 1.99%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 08, 2024 Q1 2024 |
38,526,774
shares
|
$1.53 Billion
0.35% of portfolio
|
Q1 2024
Added 4.33%
|
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
21,647,470
shares
|
$860 Million
0.94% of portfolio
|
Q1 2024
Reduced 1.86%
|
|
|
Betterment LLC
New York, NY |
May 10, 2024 Q1 2024 |
13,130,843
shares
|
$522 Million
1.38% of portfolio
|
Q1 2024
Reduced 7.65%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 09, 2024 Q1 2024 |
11,912,557
shares
|
$473 Million
0.73% of portfolio
|
Q1 2024
Reduced 1.92%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
10,974,186
shares
|
$436 Million
9.23% of portfolio
|
Q3 2022
Reduced 0.43%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
7,869,501
shares
|
$313 Million
0.5% of portfolio
|
Q1 2024
Added 39.59%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
7,077,341
shares
|
$281 Million
0.1% of portfolio
|
Q1 2024
Reduced 4.17%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 14, 2024 Q1 2024 |
5,947,755
shares
|
$236 Million
4.96% of portfolio
|
Q1 2024
Reduced 1.52%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
5,587,670
shares
|
$222 Million
0.65% of portfolio
|
Q1 2024
Reduced 6.55%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 06, 2024 Q1 2024 |
4,906,821
shares
|
$195 Million
2.56% of portfolio
|
Q1 2024
Reduced 4.11%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
4,782,936
shares
|
$190 Million
0.39% of portfolio
|
Q1 2024
Reduced 0.9%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
4,734,288
shares
|
$188 Million
0.02% of portfolio
|
Q1 2024
Reduced 0.84%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Apr 18, 2024 Q1 2024 |
4,231,186
shares
|
$168 Million
9.48% of portfolio
|
Q1 2024
Added 0.51%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
4,010,715
shares
|
$159 Million
0.42% of portfolio
|
Q1 2024
Reduced 5.12%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 14, 2024 Q1 2024 |
3,878,901
shares
|
$154 Million
2.12% of portfolio
|
Q1 2024
Added 7.5%
|
|
|
Orgel Wealth Management, LLC
|
Apr 15, 2024 Q1 2024 |
3,358,772
shares
|
$133 Million
3.72% of portfolio
|
Q1 2024
Added 41.47%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
May 13, 2024 Q1 2024 |
3,204,741
shares
|
$127 Million
0.23% of portfolio
|
Q1 2024
Added 3.48%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
3,019,702
shares
|
$120 Million
0.57% of portfolio
|
Q1 2024
Added 0.24%
|
|
|
Mc Adam, LLC
|
Apr 23, 2024 Q1 2024 |
2,996,508
shares
|
$119 Million
7.56% of portfolio
|
Q1 2024
Added 6.37%
|
|