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 |
|---|---|---|---|---|---|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Nov 07, 2024 Q3 2024 |
438,132
shares
|
$8.39 Million
12.69% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Buckingham Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
438,097
shares
|
$8.39 Million
2.09% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
426,619
shares
|
$8.17 Million
1.29% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Rkl Wealth Management LLC
|
Nov 01, 2024 Q3 2024 |
425,301
shares
|
$8.14 Million
1.59% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 18, 2024 Q3 2024 |
424,880
shares
|
$8.13 Million
2.79% of portfolio
|
Q3 2024
Added 2.8%
|
|
|
Alliance Wealth Management Group
Flemington, NJ |
Nov 13, 2024 Q3 2024 |
424,531
shares
|
$8.13 Million
4.53% of portfolio
|
Q3 2024
Added 3.18%
|
|
|
Towercrest Capital Management
Newtown, PA |
Nov 12, 2024 Q3 2024 |
424,531
shares
|
$8.13 Million
2.77% of portfolio
|
Q3 2024
Added 3.18%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
422,385
shares
|
$8.08 Million
3.14% of portfolio
|
Q3 2024
Reduced 36.95%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Aug 19, 2024 Q2 2024 |
420,843
shares
|
$8.05 Million
1.12% of portfolio
|
Q2 2024
Reduced 6.21%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Oct 25, 2024 Q3 2024 |
418,436
shares
|
$8.01 Million
14.85% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
416,875
shares
|
$7.98 Million
1.62% of portfolio
|
Q3 2024
Added 4.36%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 14, 2024 Q3 2024 |
415,497
shares
|
$7.95 Million
0.82% of portfolio
|
Q2 2024
Added 8.83%
|
|
|
Black Diamond Financial, LLC
|
Nov 06, 2024 Q3 2024 |
414,290
shares
|
$7.93 Million
2.9% of portfolio
|
Q3 2024
Added 27.55%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
413,264
shares
|
$7.91 Million
1.44% of portfolio
|
Q3 2024
Reduced 2.22%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
411,870
shares
|
$7.88 Million
1.92% of portfolio
|
Q3 2024
Added 5.29%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
407,827
shares
|
$7.81 Million
0.19% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Aug 12, 2024 Q2 2024 |
404,374
shares
|
$7.74 Million
13.34% of portfolio
|
Q2 2024
Added 0.85%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
403,960
shares
|
$7.73 Million
1.49% of portfolio
|
Q3 2024
Added 3.09%
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
402,872
shares
|
$7.71 Million
0.78% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
401,008
shares
|
$7.68 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.32%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
397,376
shares
|
$7.61 Million
0.46% of portfolio
|
Q3 2024
Added 8.89%
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
Aug 09, 2024 Q2 2024 |
392,586
shares
|
$7.51 Million
5.43% of portfolio
|
Q2 2024
Added 0.04%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
391,159
shares
|
$7.49 Million
0.09% of portfolio
|
Q3 2024
Reduced 19.97%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
387,632
shares
|
$7.42 Million
1.0% of portfolio
|
Q3 2024
Reduced 7.35%
|
|
|
Boyd Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
387,281
shares
|
$7.41 Million
8.07% of portfolio
|
Q3 2024
Added 3.75%
|