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 1,270 institutions that hold shares in the stock, with a total of 774 Million shares, which have been reported (via 13F filing form) to have a value of $14.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
171,439
shares
|
$3.31 Million
0.1% of portfolio
|
Q3 2024
Reduced 3.47%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
169,307
shares
|
$3.27 Million
0.31% of portfolio
|
Q3 2024
Added 549.66%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
167,225
shares
|
$3.23 Million
0.81% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
166,964
shares
|
$3.22 Million
0.32% of portfolio
|
Q3 2024
Added 1215.3%
|
|
|
First National Corp
|
Oct 08, 2024 Q3 2024 |
166,648
shares
|
$3.21 Million
1.53% of portfolio
|
Q3 2024
Added 4.67%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
162,744
shares
|
$3.14 Million
0.49% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Roberts Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
161,850
shares
|
$3.12 Million
2.28% of portfolio
|
Q3 2024
Added 6.07%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Nov 07, 2024 Q3 2024 |
161,799
shares
|
$3.12 Million
4.76% of portfolio
|
Q3 2024
Added 7.63%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
161,149
shares
|
$3.11 Million
0.83% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
158,830
shares
|
$3.06 Million
0.04% of portfolio
|
Q3 2024
Reduced 7.36%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
157,589
shares
|
$3.04 Million
0.28% of portfolio
|
Q2 2024
Reduced 1.25%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
157,082
shares
|
$3.03 Million
1.02% of portfolio
|
Q3 2024
Added 225.5%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
154,484
shares
|
$2.98 Million
0.1% of portfolio
|
Q3 2024
Added 5.69%
|
|
|
Thrive Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
152,600
shares
|
$2.94 Million
1.16% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
152,212
shares
|
$2.94 Million
0.59% of portfolio
|
Q3 2024
Reduced 7.64%
|
|
|
Axos Invest Inc.
Las Vegas, NV |
Nov 08, 2024 Q3 2024 |
152,161
shares
|
$2.94 Million
4.28% of portfolio
|
Q3 2024
New holding
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
152,087
shares
|
$2.93 Million
0.16% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
Rhs Financial, LLC
|
Oct 31, 2024 Q3 2024 |
150,129
shares
|
$2.9 Million
3.19% of portfolio
|
Q3 2024
Added 4.18%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
150,128
shares
|
$2.9 Million
0.8% of portfolio
|
Q3 2024
Reduced 9.83%
|
|
|
Leeward Financial Partners, LLC
|
Oct 29, 2024 Q3 2024 |
149,632
shares
|
$2.89 Million
2.34% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Wealth Management Resources, Inc.
|
Oct 31, 2024 Q3 2024 |
149,214
shares
|
$2.88 Million
2.45% of portfolio
|
Q3 2024
Added 8.94%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 16, 2024 Q3 2024 |
148,610
shares
|
$2.87 Million
0.74% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Spectrum Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
145,679
shares
|
$2.81 Million
2.53% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
145,107
shares
|
$2.8 Million
1.86% of portfolio
|
Q1 2023
Added 3.07%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
144,097
shares
|
$2.78 Million
1.52% of portfolio
|
Q3 2024
Reduced 8.33%
|