Schwab Intl Equity ETFSCHFETF

13F holders, Q1 2024 (March 31)
1,114holders
6famous investors
$39.02avg. 13F price*

At the end of Q1 2024, 1,114 institutions reported holding Schwab Intl Equity ETF (SCHF) in their 13F filings. The largest holders were Northwestern Mutual Wealth Management Co. ($5.5B), Empower Advisory Group, LLC ($3.1B) and Financial Engines Advisors L.L.C. ($3.0B). 6 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Schwab Intl Equity ETF
CUSIP
808524805
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions78$127.5M
Exits65$210.5M

Ownership 1,114 holders

Northwestern Mutual Wealth Management Co. 5.64% Add +4.1% 140,743,863 $5.5B
Empower Advisory Group, LLC 11.59% Add +0.3% 79,357,475 $3.1B
Financial Engines Advisors L.L.C. 6.77% Add +1.1% 77,016,907 $3.0B
Charles Schwab Investment Advisory, Inc. 4.09% Add +2.6% 76,321,924 $3.0B
Wealthfront Advisers LLC 6.24% Add +2.0% 45,734,063 $1.8B
Charles Schwab Investment Management Inc. 0.35% Add +4.3% 38,526,774 $1.5B
Creative Planning 0.94% Reduce -1.9% 21,647,470 $844.7M
Betterment LLC 1.37% Reduce -7.7% 13,130,843 $512.4M
Corient Private Wealth LP 0.83% Reduce -1.9% 11,912,557 $464.8M
HighTower Advisors, LLC 0.50% Add +39.6% 7,869,501 $307.1M
Envestnet Asset Management Inc. 0.10% Reduce -4.2% 7,077,341 $276.2M
SCS Capital Management LLC 4.94% Reduce -1.5% 5,947,755 $232.1M
Mercer Global Advisors Inc. 0.65% Reduce -6.5% 5,587,670 $228.2M
Wealthspire Advisors, LLC 2.55% Reduce -4.1% 4,906,821 $191.5M
Mariner, LLC 0.39% Reduce -0.9% 4,782,936 $186.6M
Morgan Stanley 0.01% Reduce -0.8% 4,734,288 $184.7M
Steele Capital Management, Inc. 9.48% Add +0.5% 4,231,186 $165.1M
Wealth Enhancement Advisory Services, LLC 0.40% Reduce -5.1% 4,010,715 $156.5M
Prime Capital Investment Advisors, LLC 2.11% Add +7.5% 3,878,901 $151.4M
Orgel Wealth Management, LLC 3.59% Add +41.5% 3,358,772 $131.1M
Bessemer Group Inc. 0.23% Add +3.5% 3,204,741 $125.0M
Cresset Asset Management, LLC 0.57% Add +0.2% 3,019,702 $117.8M
McAdam, LLC 7.50% Add +6.4% 2,996,508 $116.9M
Brandywine Oak Private Wealth LLC 11.51% Add +2.3% 2,824,043 $110.2M
Avantax Planning Partners, Inc. 3.55% Add +8.3% 2,809,739 $109.6M
Rebalance, LLC 8.91% Add +0.2% 2,780,708 $108.5M
FMR LLC 0.01% Add +0.7% 2,595,322 $101.3M
LPL Financial LLC 0.05% Add +1.5% 2,307,713 $90.0M
Cerity Partners LLC 0.23% Reduce -92.5% 2,203,850 $86.0M
Composition Wealth, LLC 2.11% Add +17.6% 2,146,447 $83.8M
Truepoint, Inc. 2.36% Reduce -3.3% 2,130,590 $83.1M
Callan Capital, LLC 6.99% Reduce -3.1% 2,038,799 $79.6M
Fund Evaluation Group, LLC 4.96% Add +3.7% 2,031,097 $79.3M
Bank of America Corp. 0.01% Add +136.6% 2,012,783 $78.5M
JMG Financial Group, Ltd. 2.99% Add +1.5% 2,008,829 $78.4M
Wells Fargo & Company 0.02% Add +9.7% 1,995,670 $77.9M
Gemmer Asset Management LLC 8.87% Reduce -10.4% 1,958,766 $76.4M
Matrix Trust Co 17.27% Reduce -2.3% 1,956,597 $76.3M
Benjamin F. Edwards & Company, Inc. 1.39% Reduce -2.1% 1,956,216 $76.3M
Moneta Group Investment Advisors LLC 1.10% Add +19.7% 1,723,470 $67.2M
Choreo, LLC 1.72% Reduce -2.0% 1,715,880 $67.0M
UBS Group AG 0.02% Add +6.2% 1,708,783 $66.7M
Bluespring Wealth Management, LLC 6.81% Add +0.0% 1,591,426 $62.1M
Foster & Motley Inc. 3.93% Add +1.8% 1,463,357 $57.1M
Lake Street Advisors Group, LLC 2.61% Reduce -1.0% 1,427,443 $55.7M
United Capital Financial Advisors, LLC 0.46% Reduce -8.2% 1,423,898 $55.6M
Charles Schwab Trust Co 5.20% Add +15.6% 1,409,165 $55.0M
Old Mission Capital LLC 1.34% New 1,403,083 $54.7M
Forvis Mazars Wealth Advisors, LLC 1.34% Add +7.2% 1,349,949 $52.7M
Financial Consulate, Inc. 14.95% Add +1.0% 1,296,883 $50.6M
MML Investors Services, LLC 0.19% Reduce -6.7% 1,201,415 $46.9M
Ameriprise Financial Inc. 0.01% Reduce -0.8% 1,160,437 $45.3M
Evergreen Advisors, LLC 13.69% Add +0.0% 1,149,071 $44.8M
JPMorgan Chase & Co. 0.00% Add +7.9% 1,101,157 $43.0M
Opus Capital Group, LLC 6.22% Add +0.6% 1,090,328 $42.5M
Osaic Holdings, Inc. 0.09% Add +2.6% 1,077,222 $42.0M
Goelzer Investment Management, Inc. 2.29% Reduce -1.9% 1,035,106 $40.4M
Riverpoint Wealth Management Holdings, LLC 11.15% Reduce -0.4% 1,027,931 $40.1M
Visionary Wealth Advisors 2.69% Reduce -4.1% 1,020,833 $39.8M
Wooster Corthell Wealth Management, Inc. 8.95% Add +1.0% 1,002,576 $39.1M
Jones Financial Companies LLLP 0.05% Add +3.8% 976,151 $38.1M
Capital Advisors Inc. 0.80% Reduce -6.1% 955,939 $37.3M
Royal Bank of Canada 0.01% Add +4.3% 951,610 $37.1M
Cwm, LLC 0.17% Add +11.1% 906,271 $35.4M
Klingenstein Fields & Co. LP 1.39% Reduce -2.6% 855,291 $33.4M
Beacon Pointe Advisors, LLC 0.37% Add +5.2% 851,326 $33.2M
Pittenger & Anderson Inc. 1.33% Add +10.8% 836,231 $32.6M
Apriem Advisors 4.04% Reduce -3.8% 824,823 $32.2M
Krilogy Financial LLC 2.45% Reduce -1.9% 818,717 $31.9M
Cetera Investment Advisers 0.08% Add +105.1% 817,346 $31.9M
Act Wealth Management, LLC 15.47% Add +2.2% 786,535 $30.7M
Pinkerton Wealth, LLC 4.89% Reduce -12.3% 780,072 $30.4M
Benchmark Financial Wealth Advisors, LLC 11.57% Add +5.1% 776,209 $30.3M
Leverty Financial Group, LLC 17.62% Reduce -3.4% 756,820 $29.5M
Summit Asset Management, LLC 3.39% Add +8.8% 732,122 $28.6M
Pacific Sage Partners, LLC 7.17% Add +5.5% 709,903 $27.7M
TruNorth Capital Management, LLC 9.33% — 693,776 $27.1M
HB Wealth Management, LLC 0.33% Reduce -3.9% 669,066 $26.1M
Ballast Advisors LLC 8.64% Add +7.6% 656,905 $25.6M
Valley National Advisers Inc. 3.83% Reduce -34.8% 649,181 $25.3M
Courage Miller Partners, LLC 8.47% Add +0.9% 627,975 $24.5M
MAI Capital Management 0.25% Add +542.0% 620,276 $24.2M
Northwest Investment Counselors, LLC 5.86% Reduce -0.4% 616,861 $24.1M
Boltwood Capital Management 7.32% Add +1.3% 605,268 $23.6M
MorganRosel Wealth Management, LLC 8.35% Reduce -1.9% 600,126 $23.4M
Perigon Wealth Management, LLC 0.70% Add +1.7% 595,061 $23.2M
GHP Investment Advisors, Inc. 1.13% Reduce -0.4% 584,174 $22.8M
HHM Wealth Advisors, LLC 3.71% Add +2.4% 577,560 $22.5M
Riversedge Advisors, LLC 5.49% Reduce -0.3% 570,692 $22.3M
Paradigm, Strategies in Wealth Management, LLC 13.70% Add +0.2% 569,200 $22.2M
Leavell Investment Management, Inc. 1.28% Add +0.7% 566,210 $22.1M
Kavar Capital Partners Group, LLC 4.03% Reduce -49.1% 559,884 $21.8M
Avantax Advisory Services, Inc. 0.19% Add +75.9% 534,390 $20.9M
Summit Wealth & Retirement Planning, Inc. 7.42% Add +4.8% 533,493 $20.8M
Curi Capital, LLC 0.48% Add +5567.5% 527,474 $20.6M
Red Cedar Investment Management, LLC 2.56% No change 525,097 $20.5M
Avidian Wealth Enterprises, LLC 1.09% Add +20.6% 524,623 $20.5M
Koesten, Hirschmann & Crabtree, INC. 13.13% Add +2.9% 524,192 $20.5M
WealthShield Partners, LLC 3.24% Reduce -4.2% 513,132 $20.0M
Red Tortoise LLC 11.07% Add +0.4% 507,829 $19.8M

"% of holder's portfolio" is SCHF's weight in each manager's 13F, not the share of Schwab Intl Equity ETF the manager owns.

Show all 1,114 holders