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 1,267 institutions that hold shares in the stock, with a total of 773 Million shares, which have been reported (via 13F filing form) to have a value of $14.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,986,396
shares
|
$57.2 Million
0.48% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
2,853,710
shares
|
$54.6 Million
1.71% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Brandywine Oak Private Wealth LLC
|
Nov 07, 2024 Q3 2024 |
2,849,522
shares
|
$54.5 Million
11.35% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
2,773,144
shares
|
$53.1 Million
4.11% of portfolio
|
Q3 2024
Reduced 9.1%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
2,623,819
shares
|
$50.2 Million
2.6% of portfolio
|
Q3 2024
Added 6.13%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
2,580,957
shares
|
$49.4 Million
5.39% of portfolio
|
Q3 2024
Reduced 12.11%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
2,522,405
shares
|
$48.3 Million
19.44% of portfolio
|
Q2 2023
Added 0.09%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
2,478,983
shares
|
$47.4 Million
0.05% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
2,262,348
shares
|
$43.3 Million
5.15% of portfolio
|
Q3 2024
Added 10.84%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
2,191,329
shares
|
$41.9 Million
0.01% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
2,153,122
shares
|
$41.2 Million
0.02% of portfolio
|
Q3 2024
Added 6.2%
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
2,083,954
shares
|
$39.9 Million
2.35% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Gemmer Asset Management LLC
|
Oct 24, 2024 Q3 2024 |
2,059,534
shares
|
$39.4 Million
8.74% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Jmg Financial Group, Ltd.
|
Oct 22, 2024 Q3 2024 |
2,048,246
shares
|
$39.2 Million
2.98% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
1,979,845
shares
|
$37.9 Million
1.21% of portfolio
|
Q3 2024
Added 8428.3%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
1,973,445
shares
|
$37.8 Million
5.7% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,907,047
shares
|
$36.5 Million
1.29% of portfolio
|
Q2 2024
Reduced 2.51%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,805,950
shares
|
$34.6 Million
0.02% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
1,770,151
shares
|
$33.9 Million
1.06% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
1,723,880
shares
|
$33 Million
2.97% of portfolio
|
Q2 2023
Reduced 27.01%
|
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
1,679,414
shares
|
$32.1 Million
6.95% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,567,950
shares
|
$30 Million
5.6% of portfolio
|
Q2 2023
Reduced 1.73%
|
|
|
Charles Schwab Trust CO
|
Oct 09, 2024 Q3 2024 |
1,542,684
shares
|
$29.5 Million
5.57% of portfolio
|
Q3 2024
Added 7.91%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
1,503,385
shares
|
$28.8 Million
3.92% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
1,477,229
shares
|
$28.3 Million
0.06% of portfolio
|
Q3 2024
Added 19.43%
|