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 |
|---|---|---|---|---|---|
|
Ccg Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
569,662
shares
|
$12.5 Million
6.85% of portfolio
|
Q1 2025
Reduced 6.21%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
568,939
shares
|
$12.5 Million
0.09% of portfolio
|
Q1 2025
Added 3.16%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
568,112
shares
|
$12.5 Million
1.29% of portfolio
|
Q1 2025
Added 3.71%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
562,983
shares
|
$12.4 Million
0.55% of portfolio
|
Q1 2025
Reduced 4.48%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
561,300
shares
|
$12.4 Million
2.06% of portfolio
|
Q1 2025
Added 3.61%
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
May 15, 2025 Q1 2025 |
556,517
shares
|
$12.3 Million
2.74% of portfolio
|
Q1 2025
Added 8.62%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
554,651
shares
|
$12.2 Million
0.29% of portfolio
|
Q2 2025
Reduced 1.04%
|
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Apr 25, 2025 Q1 2025 |
553,032
shares
|
$12.2 Million
8.39% of portfolio
|
Q1 2025
Reduced 37.83%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
553,005
shares
|
$12.2 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
546,908
shares
|
$12 Million
1.27% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Envision Financial LLC
Brookfield, WI |
Jul 10, 2025 Q2 2025 |
544,603
shares
|
$12 Million
8.02% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
544,523
shares
|
$12 Million
0.04% of portfolio
|
Q1 2025
Reduced 13.31%
|
|
|
Sightline Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
542,851
shares
|
$12 Million
5.8% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
541,624
shares
|
$11.9 Million
0.4% of portfolio
|
Q2 2025
Reduced 4.46%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
May 12, 2025 Q1 2025 |
537,757
shares
|
$11.8 Million
8.41% of portfolio
|
Q1 2025
Added 4.67%
|
|
|
Power Wealth Management LLC
Roswell, GA |
May 13, 2025 Q1 2025 |
537,655
shares
|
$11.8 Million
4.3% of portfolio
|
Q1 2025
Added 11.6%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
May 09, 2025 Q1 2025 |
534,219
shares
|
$11.8 Million
2.53% of portfolio
|
Q1 2025
Added 17.6%
|
|
|
Holistic Financial Partners
|
May 06, 2025 Q1 2025 |
533,833
shares
|
$11.8 Million
5.21% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
White & CO Financial Planning Inc
Sunnyside, WA |
Jul 21, 2025 Q2 2025 |
532,724
shares
|
$11.7 Million
9.39% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Jul 09, 2025 Q2 2025 |
531,703
shares
|
$11.7 Million
3.05% of portfolio
|
Q2 2025
Reduced 15.88%
|
|
|
Creekside Partners
Petaluma, CA |
May 07, 2025 Q1 2025 |
524,478
shares
|
$11.6 Million
5.43% of portfolio
|
Q1 2025
Added 2.98%
|
|
|
Brand Asset Management Group, Inc.
|
Jul 09, 2025 Q2 2025 |
523,727
shares
|
$11.5 Million
4.45% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
523,538
shares
|
$11.5 Million
0.8% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Signet Investment Advisory Group, Inc.
|
May 05, 2025 Q1 2025 |
516,416
shares
|
$11.4 Million
5.15% of portfolio
|
Q1 2025
Added 5.53%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
May 12, 2025 Q1 2025 |
509,068
shares
|
$11.2 Million
1.06% of portfolio
|
Q1 2025
Added 0.35%
|