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 1,564 institutions that hold shares in the stock, with a total of 1.5 Billion shares, which have been reported (via 13F filing form) to have a value of $36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Goelzer Investment Management, Inc.
|
Jan 14, 2026 Q4 2025 |
1,840,603
shares
|
$44 Million
2.18% of portfolio
|
Q4 2025
Reduced 1.15%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
1,828,142
shares
|
$43.7 Million
0.6% of portfolio
|
Q3 2025
Added 5.44%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
1,814,057
shares
|
$43.4 Million
6.23% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
1,781,173
shares
|
$42.6 Million
0.22% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
1,723,880
shares
|
$41.3 Million
2.97% of portfolio
|
Q2 2023
Reduced 27.01%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
1,698,990
shares
|
$40.7 Million
0.29% of portfolio
|
Q3 2025
Reduced 15.51%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
1,648,070
shares
|
$39.4 Million
1.96% of portfolio
|
Q3 2025
Added 7.23%
|
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Jan 16, 2026 Q4 2025 |
1,638,424
shares
|
$39.2 Million
6.24% of portfolio
|
Q4 2025
Added 1.11%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
1,580,325
shares
|
$37.8 Million
5.76% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,567,950
shares
|
$37.5 Million
5.6% of portfolio
|
Q2 2023
Reduced 1.73%
|
|
|
Vestwell Advisors, LLC
New York, NY |
Dec 05, 2025 Q3 2025 |
1,553,932
shares
|
$37.2 Million
12.9% of portfolio
|
Q3 2025
Reduced 9.59%
|
|
|
Payne Capital Management, LLC
New York, NY |
Dec 01, 2025 Q3 2025 |
1,494,169
shares
|
$35.8 Million
11.2% of portfolio
|
Q3 2025
Added 8.45%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jan 16, 2026 Q4 2025 |
1,449,453
shares
|
$34.7 Million
4.92% of portfolio
|
Q4 2025
Added 3.11%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
1,434,901
shares
|
$34.3 Million
0.23% of portfolio
|
Q3 2025
Added 5.02%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Nov 03, 2025 Q3 2025 |
1,432,169
shares
|
$34.3 Million
8.58% of portfolio
|
Q3 2025
Added 12.61%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
1,397,446
shares
|
$33.4 Million
1.34% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,389,237
shares
|
$33.2 Million
0.07% of portfolio
|
Q3 2025
Added 520.84%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
1,382,174
shares
|
$33.1 Million
0.09% of portfolio
|
Q3 2025
Added 2.59%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
1,379,041
shares
|
$33 Million
1.28% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
1,369,693
shares
|
$32.8 Million
0.33% of portfolio
|
Q3 2025
Added 3.17%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
1,363,505
shares
|
$32.6 Million
0.62% of portfolio
|
Q4 2025
Added 134.93%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
1,358,215
shares
|
$32.5 Million
4.28% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
1,357,465
shares
|
$32.5 Million
0.01% of portfolio
|
Q3 2025
Added 2607.84%
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Oct 17, 2025 Q3 2025 |
1,356,383
shares
|
$32.5 Million
23.43% of portfolio
|
Q3 2025
Added 4.06%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 13, 2025 Q3 2025 |
1,325,630
shares
|
$31.7 Million
3.34% of portfolio
|
Q3 2025
Added 2.55%
|
|