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 1,484 institutions that hold shares in the stock, with a total of 1.56 Billion shares, which have been reported (via 13F filing form) to have a value of $36.1 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
617,350
shares
|
$14.3 Million
1.63% of portfolio
|
Q4 2022
Added 19.03%
|
|
Intergy Private Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
613,702
shares
|
$14.2 Million
4.67% of portfolio
|
Q2 2025
Added 4.33%
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
612,912
shares
|
$14.2 Million
7.71% of portfolio
|
Q2 2025
Reduced 19.42%
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
602,267
shares
|
$13.9 Million
1.13% of portfolio
|
Q2 2025
Added 0.44%
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
600,233
shares
|
$13.9 Million
2.84% of portfolio
|
Q2 2025
Added 1.47%
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Aug 15, 2025 Q2 2025 |
597,633
shares
|
$13.8 Million
2.92% of portfolio
|
Q2 2025
Added 7.39%
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
597,141
shares
|
$13.8 Million
1.14% of portfolio
|
Q2 2025
Added 9.18%
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
595,867
shares
|
$13.8 Million
1.65% of portfolio
|
Q1 2025
Added 37.32%
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
585,054
shares
|
$13.5 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
583,857
shares
|
$13.5 Million
0.09% of portfolio
|
Q2 2025
Added 5.58%
|
|
Elgethun Capital Management
Sioux Falls, SD |
Aug 12, 2025 Q2 2025 |
569,419
shares
|
$13.2 Million
2.71% of portfolio
|
Q2 2025
Added 6.59%
|
|
Ccg Wealth Management, LLC
|
Jul 25, 2025 Q2 2025 |
562,117
shares
|
$13 Million
6.66% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
558,332
shares
|
$12.9 Million
0.54% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
554,651
shares
|
$12.8 Million
0.29% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
Seneca Financial Advisors LLC
Rochester, NY |
Aug 27, 2025 Q2 2025 |
547,258
shares
|
$12.7 Million
4.66% of portfolio
|
Q2 2025
Added 2.76%
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
546,630
shares
|
$12.7 Million
2.11% of portfolio
|
Q2 2025
Reduced 2.61%
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
544,725
shares
|
$12.6 Million
0.05% of portfolio
|
Q2 2025
Added 0.04%
|
|
Envision Financial LLC
Brookfield, WI |
Jul 10, 2025 Q2 2025 |
544,603
shares
|
$12.6 Million
8.02% of portfolio
|
Q2 2025
Added 0.3%
|
|
Sightline Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
542,851
shares
|
$12.6 Million
5.8% of portfolio
|
Q2 2025
Added 0.31%
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
541,624
shares
|
$12.5 Million
0.4% of portfolio
|
Q2 2025
Reduced 4.46%
|
|
Brightwater Advisory LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
537,757
shares
|
$12.4 Million
8.41% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
Power Wealth Management LLC
Roswell, GA |
May 13, 2025 Q1 2025 |
537,655
shares
|
$12.4 Million
4.3% of portfolio
|
Q1 2025
Added 11.6%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
533,439
shares
|
$12.3 Million
0.06% of portfolio
|
Q2 2025
Added 18.85%
|
|
Holistic Financial Partners
|
Aug 05, 2025 Q2 2025 |
532,904
shares
|
$12.3 Million
5.31% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
White & CO Financial Planning Inc
Sunnyside, WA |
Jul 21, 2025 Q2 2025 |
532,724
shares
|
$12.3 Million
9.39% of portfolio
|
Q2 2025
Reduced 2.95%
|