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 1,359 institutions that hold shares in the stock, with a total of 1.4 Billion shares, which have been reported (via 13F filing form) to have a value of $28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
471,024
shares
|
$9.4 Million
1.37% of portfolio
|
Q4 2024
Added 106.79%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jan 27, 2025 Q4 2024 |
469,108
shares
|
$9.36 Million
1.3% of portfolio
|
Q4 2024
Added 99.92%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
466,327
shares
|
$9.31 Million
0.11% of portfolio
|
Q4 2024
Added 103.65%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
464,149
shares
|
$9.26 Million
0.1% of portfolio
|
Q4 2024
Added 66.72%
|
|
|
Powers Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
462,778
shares
|
$9.24 Million
4.3% of portfolio
|
Q4 2024
Added 107.38%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
462,584
shares
|
$9.23 Million
1.42% of portfolio
|
Q4 2024
Added 93.47%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
460,582
shares
|
$9.19 Million
2.12% of portfolio
|
Q4 2024
New holding
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Feb 13, 2025 Q4 2024 |
454,269
shares
|
$9.07 Million
2.23% of portfolio
|
Q4 2024
Added 149.95%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
441,934
shares
|
$8.82 Million
0.63% of portfolio
|
Q4 2024
Added 24.28%
|
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jan 23, 2025 Q4 2024 |
438,132
shares
|
$8.75 Million
12.69% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Feb 03, 2025 Q4 2024 |
432,346
shares
|
$8.63 Million
1.96% of portfolio
|
Q4 2024
Added 144.71%
|
|
|
Fairway Financial, LLC
Casselberry, FL |
Feb 03, 2025 Q4 2024 |
427,197
shares
|
$8.53 Million
7.21% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
421,063
shares
|
$8.4 Million
1.3% of portfolio
|
Q4 2024
Added 95.46%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
419,350
shares
|
$8.37 Million
0.73% of portfolio
|
Q4 2024
Added 64.85%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
419,031
shares
|
$8.36 Million
0.45% of portfolio
|
Q4 2024
Added 101.77%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Feb 14, 2025 Q4 2024 |
414,993
shares
|
$8.28 Million
0.93% of portfolio
|
Q4 2024
Added 103.17%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
414,282
shares
|
$8.27 Million
0.48% of portfolio
|
Q4 2024
Added 92.67%
|
|
|
Sage Financial Management Group, Inc.
|
Jan 23, 2025 Q4 2024 |
413,054
shares
|
$8.24 Million
2.83% of portfolio
|
Q4 2024
Added 103.61%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
412,980
shares
|
$8.24 Million
0.12% of portfolio
|
Q4 2024
Added 26.81%
|
|
|
Bank Hapoalim Bm
|
Jan 27, 2025 Q4 2024 |
412,000
shares
|
$8.22 Million
1.23% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jan 24, 2025 Q4 2024 |
406,417
shares
|
$8.11 Million
1.31% of portfolio
|
Q4 2024
Added 104.04%
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
402,872
shares
|
$8.04 Million
0.78% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
398,390
shares
|
$7.95 Million
0.93% of portfolio
|
Q4 2024
Added 99.71%
|
|
|
Jacobsen Capital Management
|
Jan 24, 2025 Q4 2024 |
398,366
shares
|
$7.95 Million
3.15% of portfolio
|
Q4 2024
Added 100.07%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
396,852
shares
|
$7.92 Million
1.07% of portfolio
|
Q3 2024
Reduced 5.7%
|