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 |
---|---|---|---|---|---|
Charles Schwab Trust CO
|
Apr 12, 2024 Q1 2024 |
1,409,165
shares
|
$55.5 Million
5.28% of portfolio
|
Q1 2024
Added 15.58%
|
|
Old Mission Capital LLC
|
May 14, 2024 Q1 2024 |
1,403,083
shares
|
$55.3 Million
1.42% of portfolio
|
Q1 2024
New holding
|
|
Forvis Wealth Advisors, LLC
|
Apr 19, 2024 Q1 2024 |
1,349,949
shares
|
$53.2 Million
1.35% of portfolio
|
Q1 2024
Added 7.16%
|
|
Financial Consulate, Inc
|
Apr 22, 2024 Q1 2024 |
1,296,883
shares
|
$51.1 Million
15.71% of portfolio
|
Q1 2024
Added 1.0%
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
1,201,415
shares
|
$47.3 Million
0.19% of portfolio
|
Q1 2024
Reduced 6.72%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
1,160,437
shares
|
$45.7 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.81%
|
|
Evergreen Advisors, LLC
|
May 03, 2024 Q1 2024 |
1,149,071
shares
|
$45.3 Million
13.69% of portfolio
|
Q1 2024
Added 0.02%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
1,101,157
shares
|
$43.4 Million
0.0% of portfolio
|
Q1 2024
Added 7.92%
|
|
Opus Capital Group, LLC
|
Apr 26, 2024 Q1 2024 |
1,090,328
shares
|
$43 Million
6.21% of portfolio
|
Q1 2024
Added 0.59%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
1,077,222
shares
|
$42.5 Million
0.1% of portfolio
|
Q1 2024
Added 2.58%
|
|
Goelzer Investment Management, Inc.
|
May 01, 2024 Q1 2024 |
1,035,106
shares
|
$40.8 Million
2.29% of portfolio
|
Q1 2024
Reduced 1.86%
|
|
Riverpoint Wealth Management Holdings, LLC
|
May 03, 2024 Q1 2024 |
1,027,931
shares
|
$40.5 Million
11.15% of portfolio
|
Q1 2024
Reduced 0.42%
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 15, 2024 Q1 2024 |
1,020,833
shares
|
$40.2 Million
2.77% of portfolio
|
Q1 2024
Reduced 4.11%
|
|
Wooster Corthell Wealth Management, Inc.
|
Apr 29, 2024 Q1 2024 |
1,002,576
shares
|
$39.5 Million
8.95% of portfolio
|
Q1 2024
Added 1.03%
|
|
Jones Financial Companies Lllp
|
May 14, 2024 Q1 2024 |
976,151
shares
|
$38.5 Million
0.05% of portfolio
|
Q1 2024
Added 3.76%
|
|
Capital Advisors Inc
|
Apr 29, 2024 Q1 2024 |
955,939
shares
|
$37.7 Million
0.81% of portfolio
|
Q1 2024
Reduced 6.06%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
951,610
shares
|
$37.5 Million
0.01% of portfolio
|
Q1 2024
Added 4.33%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
906,271
shares
|
$35.7 Million
0.17% of portfolio
|
Q1 2024
Added 11.07%
|
|
Klingenstein Fields & CO LP
|
Apr 29, 2024 Q1 2024 |
855,291
shares
|
$33.7 Million
1.4% of portfolio
|
Q1 2024
Reduced 2.62%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 14, 2024 Q1 2024 |
851,326
shares
|
$33.6 Million
0.37% of portfolio
|
Q1 2024
Added 5.16%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
837,583
shares
|
$33 Million
0.08% of portfolio
|
Q3 2023
Added 0.82%
|
|
Pittenger & Anderson Inc
|
May 02, 2024 Q1 2024 |
836,231
shares
|
$33 Million
1.39% of portfolio
|
Q1 2024
Added 10.84%
|
|
Apriem Advisors
Irvine, CA |
May 15, 2024 Q1 2024 |
824,823
shares
|
$32.5 Million
4.06% of portfolio
|
Q1 2024
Reduced 3.8%
|
|
Krilogy Financial LLC
|
Apr 24, 2024 Q1 2024 |
818,717
shares
|
$32.3 Million
2.57% of portfolio
|
Q1 2024
Reduced 1.92%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
817,346
shares
|
$32.2 Million
0.08% of portfolio
|
Q1 2024
Added 141.43%
|