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 1,219 institutions that hold shares in the stock, with a total of 868 Million shares, which have been reported (via 13F filing form) to have a value of $17.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sightline Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
265,833
shares
|
$5.26 Million
6.04% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Intergy Private Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
265,203
shares
|
$5.25 Million
4.2% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Oct 08, 2024 Q3 2024 |
261,878
shares
|
$5.18 Million
7.92% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 08, 2024 Q2 2024 |
260,129
shares
|
$5.15 Million
3.55% of portfolio
|
Q2 2024
Added 14.3%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
257,716
shares
|
$5.1 Million
5.25% of portfolio
|
Q2 2024
Added 8.26%
|
|
|
Holistic Financial Partners
|
Jul 30, 2024 Q2 2024 |
253,432
shares
|
$5.01 Million
5.18% of portfolio
|
Q2 2024
Reduced 7.41%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
253,388
shares
|
$5.01 Million
0.5% of portfolio
|
Q3 2024
Reduced 9.48%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2024 Q2 2024 |
250,894
shares
|
$4.96 Million
0.98% of portfolio
|
Q2 2024
Added 36.56%
|
|
|
Invst, LLC
Indianapolis, IN |
Aug 16, 2024 Q2 2024 |
250,871
shares
|
$4.96 Million
1.04% of portfolio
|
Q2 2024
Reduced 11.8%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2024 Q3 2024 |
250,793
shares
|
$4.96 Million
4.48% of portfolio
|
Q3 2024
Added 17.56%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2024 Q3 2024 |
249,681
shares
|
$4.94 Million
4.83% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 07, 2024 Q2 2024 |
249,661
shares
|
$4.94 Million
1.89% of portfolio
|
Q2 2024
Reduced 1.03%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
245,532
shares
|
$4.86 Million
0.28% of portfolio
|
Q3 2024
Reduced 58.97%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Oct 24, 2024 Q3 2024 |
244,509
shares
|
$4.84 Million
3.04% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
244,117
shares
|
$4.83 Million
3.39% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Creekside Partners
Petaluma, CA |
Aug 30, 2024 Q2 2024 |
244,087
shares
|
$4.83 Million
5.19% of portfolio
|
Q2 2024
New holding
|
|
|
Signet Investment Advisory Group, Inc.
|
Oct 23, 2024 Q3 2024 |
243,792
shares
|
$4.82 Million
5.02% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
243,167
shares
|
$4.81 Million
0.43% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 23, 2024 Q2 2024 |
241,367
shares
|
$4.77 Million
1.62% of portfolio
|
Q2 2024
Added 3.28%
|
|
|
Great Valley Advisor Group, Inc.
|
Jul 16, 2024 Q2 2024 |
240,492
shares
|
$4.76 Million
0.27% of portfolio
|
Q2 2024
Added 17.58%
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Oct 09, 2024 Q3 2024 |
237,460
shares
|
$4.7 Million
10.16% of portfolio
|
Q3 2024
New holding
|
|
|
Tpg Advisors LLC
Northfield, IL |
Oct 28, 2024 Q3 2024 |
235,263
shares
|
$4.65 Million
7.56% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 30, 2024 Q3 2024 |
232,964
shares
|
$4.61 Million
2.54% of portfolio
|
Q3 2024
Added 9.11%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Aug 07, 2024 Q2 2024 |
232,357
shares
|
$4.6 Million
1.35% of portfolio
|
Q2 2024
Reduced 0.33%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
229,713
shares
|
$4.54 Million
0.05% of portfolio
|
Q2 2024
Added 117.83%
|