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 1,440 institutions that hold shares in the stock, with a total of 1.54 Billion shares, which have been reported (via 13F filing form) to have a value of $33.9 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
1,226,748
shares
|
$27 Million
7.74% of portfolio
|
Q1 2025
Reduced 3.31%
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
1,224,399
shares
|
$27 Million
0.49% of portfolio
|
Q1 2025
Reduced 4.86%
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
1,209,458
shares
|
$26.6 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
Benchmark Financial Wealth Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
1,194,019
shares
|
$26.3 Million
8.96% of portfolio
|
Q1 2025
Reduced 22.86%
|
|
Apriem Advisors
Irvine, CA |
May 15, 2025 Q1 2025 |
1,155,507
shares
|
$25.5 Million
2.73% of portfolio
|
Q1 2025
Reduced 15.67%
|
|
Boltwood Capital Management
|
Jul 08, 2025 Q2 2025 |
1,144,526
shares
|
$25.2 Million
7.25% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jul 10, 2025 Q2 2025 |
1,128,560
shares
|
$24.9 Million
6.43% of portfolio
|
Q2 2025
Added 1.28%
|
|
Riversedge Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
1,113,654
shares
|
$24.5 Million
4.89% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Apr 29, 2025 Q1 2025 |
1,104,722
shares
|
$24.3 Million
8.03% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
1,097,523
shares
|
$24.2 Million
1.09% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
1,094,909
shares
|
$24.1 Million
2.82% of portfolio
|
Q2 2025
Added 51.31%
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
1,087,825
shares
|
$24 Million
11.19% of portfolio
|
Q1 2025
Reduced 4.78%
|
|
Red Cedar Investment Management, LLC
|
Apr 25, 2025 Q1 2025 |
1,083,666
shares
|
$23.9 Million
3.0% of portfolio
|
Q4 2024
Added 104.45%
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
May 07, 2025 Q1 2025 |
1,057,767
shares
|
$23.3 Million
10.18% of portfolio
|
Q1 2025
Added 79.86%
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
1,053,689
shares
|
$23.2 Million
0.21% of portfolio
|
Q2 2025
New holding
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
1,045,266
shares
|
$23 Million
0.07% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
1,026,111
shares
|
$22.6 Million
0.33% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
May 14, 2025 Q1 2025 |
1,024,164
shares
|
$22.6 Million
0.97% of portfolio
|
Q1 2025
Added 13.57%
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
1,018,700
shares
|
$22.4 Million
0.2% of portfolio
|
Q1 2025
Added 4.47%
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
999,788
shares
|
$22 Million
11.37% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
984,903
shares
|
$21.7 Million
2.06% of portfolio
|
Q1 2025
Reduced 11.11%
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 07, 2025 Q2 2025 |
983,068
shares
|
$21.7 Million
8.75% of portfolio
|
Q2 2025
Added 2527.12%
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
970,909
shares
|
$21.4 Million
0.94% of portfolio
|
Q2 2025
Added 6.47%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
960,163
shares
|
$21.2 Million
0.05% of portfolio
|
Q3 2024
Added 119.47%
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
957,859
shares
|
$21.1 Million
1.88% of portfolio
|
Q2 2025
Added 4.71%
|