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 1,219 institutions that hold shares in the stock, with a total of 868 Million shares, which have been reported (via 13F filing form) to have a value of $17.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
196,745
shares
|
$3.89 Million
0.8% of portfolio
|
Q3 2024
Added 4.92%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
194,999
shares
|
$3.86 Million
0.29% of portfolio
|
Q2 2024
Reduced 11.54%
|
|
|
Chesapeake Wealth Management
|
Aug 13, 2024 Q2 2024 |
194,111
shares
|
$3.84 Million
2.72% of portfolio
|
Q2 2024
Added 0.43%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
192,076
shares
|
$3.8 Million
0.35% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
190,952
shares
|
$3.78 Million
0.53% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Compass Advisory Group LLC
|
Oct 23, 2024 Q3 2024 |
189,429
shares
|
$3.75 Million
4.33% of portfolio
|
Q3 2024
Reduced 8.67%
|
|
|
Athena Investment Management
|
Aug 07, 2024 Q2 2024 |
188,384
shares
|
$3.73 Million
4.67% of portfolio
|
Q2 2024
Reduced 0.61%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Aug 13, 2024 Q2 2024 |
186,815
shares
|
$3.7 Million
3.43% of portfolio
|
Q2 2024
Added 127.09%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Oct 29, 2024 Q3 2024 |
185,786
shares
|
$3.67 Million
2.7% of portfolio
|
Q3 2024
Added 23.82%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
183,842
shares
|
$3.64 Million
0.11% of portfolio
|
Q4 2023
Added 1.25%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Aug 01, 2024 Q2 2024 |
179,536
shares
|
$3.55 Million
0.62% of portfolio
|
Q2 2024
Added 2.66%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
179,051
shares
|
$3.54 Million
0.35% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
177,510
shares
|
$3.51 Million
0.2% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Oct 29, 2024 Q3 2024 |
177,233
shares
|
$3.51 Million
3.94% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Ascension Capital Advisors, Inc.
Houston, TX |
Aug 07, 2024 Q2 2024 |
177,206
shares
|
$3.51 Million
4.19% of portfolio
|
Q2 2024
Added 14.0%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 23, 2024 Q3 2024 |
176,674
shares
|
$3.49 Million
1.81% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Trinity Financial Advisors LLC
|
Oct 03, 2024 Q3 2024 |
176,334
shares
|
$3.49 Million
2.93% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Wealth Architects, LLC
|
Aug 08, 2024 Q2 2024 |
174,059
shares
|
$3.44 Million
0.84% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
171,439
shares
|
$3.39 Million
0.1% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
170,270
shares
|
$3.37 Million
0.0% of portfolio
|
Q2 2024
Added 17.43%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
169,307
shares
|
$3.35 Million
0.31% of portfolio
|
Q3 2024
Added 549.66%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Aug 13, 2024 Q2 2024 |
169,101
shares
|
$3.34 Million
1.8% of portfolio
|
Q2 2024
Added 18.41%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
166,964
shares
|
$3.3 Million
0.32% of portfolio
|
Q3 2024
Added 1215.3%
|
|
|
First National Corp
|
Oct 08, 2024 Q3 2024 |
166,648
shares
|
$3.3 Million
1.53% of portfolio
|
Q3 2024
Added 4.67%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 14, 2024 Q2 2024 |
166,488
shares
|
$3.29 Million
0.91% of portfolio
|
Q2 2024
Reduced 0.74%
|