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 1,281 institutions that hold shares in the stock, with a total of 823 Million shares, which have been reported (via 13F filing form) to have a value of $15.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
154,715,058
shares
|
$2.99 Billion
5.68% of portfolio
|
Q3 2024
Added 5.53%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
82,725,592
shares
|
$1.6 Billion
11.54% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
81,103,330
shares
|
$1.57 Billion
6.84% of portfolio
|
Q3 2024
Added 4.03%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
71,324,888
shares
|
$1.38 Billion
11.16% of portfolio
|
Q4 2022
Added 0.56%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
50,625,307
shares
|
$977 Million
6.47% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
21,751,417
shares
|
$420 Million
1.29% of portfolio
|
Q3 2024
Added 86.96%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
21,048,811
shares
|
$406 Million
0.86% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,496,060
shares
|
$241 Million
1.24% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
11,089,777
shares
|
$214 Million
1.0% of portfolio
|
Q3 2024
Added 103.1%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
10,974,186
shares
|
$212 Million
9.23% of portfolio
|
Q3 2022
Reduced 0.43%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
10,156,561
shares
|
$196 Million
0.61% of portfolio
|
Q3 2024
Added 3.09%
|
|
|
Orgel Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
8,371,941
shares
|
$162 Million
4.19% of portfolio
|
Q4 2024
Added 117.0%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
7,494,147
shares
|
$145 Million
0.4% of portfolio
|
Q3 2024
Added 2515.06%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
6,587,210
shares
|
$127 Million
0.09% of portfolio
|
Q3 2024
Reduced 3.56%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
5,582,635
shares
|
$108 Million
4.63% of portfolio
|
Q3 2024
Reduced 4.49%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
5,471,058
shares
|
$106 Million
2.14% of portfolio
|
Q4 2024
Added 108.52%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
4,959,791
shares
|
$95.7 Million
2.1% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
4,728,325
shares
|
$91.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
4,518,971
shares
|
$87.2 Million
0.33% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
4,384,015
shares
|
$84.6 Million
8.26% of portfolio
|
Q4 2024
Added 112.86%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
4,139,382
shares
|
$79.9 Million
0.17% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
3,689,888
shares
|
$71.2 Million
1.64% of portfolio
|
Q3 2024
Added 113.62%
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
3,453,745
shares
|
$66.7 Million
5.61% of portfolio
|
Q4 2024
Added 123.88%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Nov 08, 2024 Q3 2024 |
3,302,845
shares
|
$63.7 Million
7.1% of portfolio
|
Q3 2024
Reduced 22.15%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
3,282,371
shares
|
$63.3 Million
7.63% of portfolio
|
Q3 2024
Added 3.13%
|