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 1,162 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 $32.3 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Brandywine Oak Private Wealth LLC
|
May 07, 2024 Q1 2024 |
2,824,043
shares
|
$111 Million
11.49% of portfolio
|
Q1 2024
Added 2.31%
|
|
Avantax Planning Partners, Inc.
|
May 02, 2024 Q1 2024 |
2,809,739
shares
|
$111 Million
3.56% of portfolio
|
Q1 2024
Added 8.28%
|
|
Rebalance, LLC
Palo Alto, CA |
Apr 22, 2024 Q1 2024 |
2,780,708
shares
|
$110 Million
8.91% of portfolio
|
Q1 2024
Added 0.19%
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
2,522,405
shares
|
$99.4 Million
19.44% of portfolio
|
Q2 2023
Added 0.09%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
2,307,713
shares
|
$90.9 Million
0.05% of portfolio
|
Q1 2024
Added 1.53%
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
2,203,850
shares
|
$86.9 Million
0.23% of portfolio
|
Q1 2024
Reduced 92.47%
|
|
Miracle Mile Advisors, LLC
|
Apr 18, 2024 Q1 2024 |
2,146,447
shares
|
$84.6 Million
2.15% of portfolio
|
Q1 2024
Added 17.61%
|
|
Truepoint, Inc.
|
May 09, 2024 Q1 2024 |
2,130,590
shares
|
$84 Million
2.4% of portfolio
|
Q1 2024
Reduced 3.25%
|
|
Callan Capital, LLC
La Jolla, CA |
May 03, 2024 Q1 2024 |
2,037,025
shares
|
$80.3 Million
7.04% of portfolio
|
Q1 2024
Reduced 3.18%
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
May 08, 2024 Q1 2024 |
2,031,097
shares
|
$80 Million
4.96% of portfolio
|
Q1 2024
Added 3.68%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
2,012,783
shares
|
$79.3 Million
0.01% of portfolio
|
Q1 2024
Added 136.59%
|
|
Jmg Financial Group, Ltd.
|
Apr 30, 2024 Q1 2024 |
2,008,829
shares
|
$79.2 Million
3.07% of portfolio
|
Q1 2024
Added 1.48%
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
1,995,670
shares
|
$78.6 Million
0.02% of portfolio
|
Q1 2024
Added 9.68%
|
|
Gemmer Asset Management LLC
|
Apr 23, 2024 Q1 2024 |
1,958,766
shares
|
$77.2 Million
8.98% of portfolio
|
Q1 2024
Reduced 10.39%
|
|
Matrix Trust CO
|
May 06, 2024 Q1 2024 |
1,956,597
shares
|
$77.1 Million
17.27% of portfolio
|
Q1 2024
Reduced 2.29%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Apr 29, 2024 Q1 2024 |
1,956,216
shares
|
$77.1 Million
1.39% of portfolio
|
Q1 2024
Reduced 2.1%
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
1,723,880
shares
|
$67.9 Million
2.97% of portfolio
|
Q2 2023
Reduced 27.01%
|
|
Choreo, LLC
Minneapolis, MN |
May 02, 2024 Q1 2024 |
1,715,880
shares
|
$67.6 Million
1.73% of portfolio
|
Q1 2024
Reduced 2.05%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
1,708,783
shares
|
$67.3 Million
0.02% of portfolio
|
Q1 2024
Added 6.16%
|
|
Sns Financial Group, LLC
|
Apr 24, 2024 Q1 2024 |
1,591,426
shares
|
$62.7 Million
6.81% of portfolio
|
Q1 2024
Added 0.0%
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,567,950
shares
|
$61.8 Million
5.6% of portfolio
|
Q2 2023
Reduced 1.73%
|
|
Foster & Motley Inc
Cincinnati, OH |
Apr 18, 2024 Q1 2024 |
1,463,357
shares
|
$57.7 Million
3.93% of portfolio
|
Q1 2024
Added 1.78%
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 15, 2024 Q4 2023 |
1,439,957
shares
|
$56.7 Million
1.06% of portfolio
|
Q4 2023
Added 11.17%
|
|
Lake Street Advisors Group, LLC
|
May 13, 2024 Q1 2024 |
1,427,443
shares
|
$56.3 Million
2.64% of portfolio
|
Q4 2023
Added 0.98%
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 15, 2024 Q1 2024 |
1,423,898
shares
|
$56.1 Million
0.46% of portfolio
|
Q1 2024
Reduced 8.21%
|