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 |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 19, 2024 Q2 2024 |
139,517
shares
|
$2.76 Million
0.06% of portfolio
|
Q2 2024
Added 6.71%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
137,430
shares
|
$2.72 Million
0.71% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
Jul 27, 2023 Q2 2023 |
137,241
shares
|
$2.71 Million
3.15% of portfolio
|
Q2 2023
New holding
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
137,124
shares
|
$2.71 Million
2.15% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
Wealth Management Resources, Inc.
|
Jul 17, 2024 Q2 2024 |
136,967
shares
|
$2.71 Million
2.26% of portfolio
|
Q2 2024
Added 11.12%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
134,587
shares
|
$2.66 Million
0.51% of portfolio
|
Q4 2022
Added 26.77%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
134,553
shares
|
$2.66 Million
4.38% of portfolio
|
Q3 2024
Added 7.02%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
134,272
shares
|
$2.66 Million
0.15% of portfolio
|
Q1 2024
Reduced 1.65%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
134,121
shares
|
$2.65 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.11%
|
|
|
Armbruster Capital Management, Inc.
|
Jul 29, 2024 Q2 2024 |
133,899
shares
|
$2.65 Million
1.07% of portfolio
|
Q2 2024
Reduced 1.35%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Oct 10, 2024 Q3 2024 |
133,701
shares
|
$2.64 Million
4.25% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Aug 09, 2024 Q2 2024 |
133,660
shares
|
$2.64 Million
1.94% of portfolio
|
Q2 2024
Added 18.74%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
132,021
shares
|
$2.61 Million
0.2% of portfolio
|
Q3 2024
Added 42.73%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Aug 14, 2024 Q2 2024 |
131,486
shares
|
$2.6 Million
2.12% of portfolio
|
Q2 2024
Reduced 0.05%
|
|
|
Robbins Farley LLC
Manchester, NH |
Oct 16, 2024 Q3 2024 |
131,096
shares
|
$2.59 Million
2.76% of portfolio
|
Q3 2024
Reduced 15.51%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
129,481
shares
|
$2.56 Million
2.16% of portfolio
|
Q3 2024
Added 11.06%
|
|
|
Davis R M Inc
Portland, ME |
Aug 09, 2024 Q2 2024 |
129,347
shares
|
$2.56 Million
0.1% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
|
Wade Financial Advisory, Inc
|
Oct 28, 2024 Q3 2024 |
129,028
shares
|
$2.55 Million
1.79% of portfolio
|
Q3 2024
Reduced 3.98%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
128,700
shares
|
$2.55 Million
1.02% of portfolio
|
Q3 2024
Reduced 6.59%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
128,164
shares
|
$2.54 Million
0.33% of portfolio
|
Q3 2024
Added 23.47%
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
124,606
shares
|
$2.46 Million
1.86% of portfolio
|
Q3 2024
Added 5.09%
|
|
|
Breakwater Investment Management
Seattle, WA |
Aug 08, 2024 Q2 2024 |
123,559
shares
|
$2.44 Million
2.12% of portfolio
|
Q2 2024
Reduced 0.38%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
123,002
shares
|
$2.43 Million
0.08% of portfolio
|
Q2 2024
Reduced 2.99%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
122,077
shares
|
$2.41 Million
1.86% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
121,036
shares
|
$2.39 Million
0.03% of portfolio
|
Q3 2024
Reduced 8.71%
|