Schwab Intl Equity ETFSCHFETF

13F holders, Q2 2024 (June 30)
1,128holders +14
74new positions
60sold out
4famous investors
$38.33avg. 13F price*

At the end of Q2 2024, 1,128 institutions reported holding Schwab Intl Equity ETF (SCHF) in their 13F filings, up 14 from Q1 2024. 74 opened new positions and 60 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($5.6B), Charles Schwab Investment Management Inc. ($4.5B) and Empower Advisory Group, LLC ($3.1B). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024

InstitutionsTotal Value
New Positions74$221.3M
Exits60$112.9M

All 13F filers, Q1 2024 → Q2 2024: 123,555,405 shares bought and 10,297,901 shares sold, net +113,257,504 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,128 holders

Northwestern Mutual Wealth Management Co. 5.56% Add +4.2% 146,613,391 $5.6B
Charles Schwab Investment Management Inc. 0.86% Add +206.3% 118,007,425 $4.5B
Empower Advisory Group, LLC 11.41% Add +0.8% 79,973,277 $3.1B
Financial Engines Advisors L.L.C. 6.72% Add +1.2% 77,959,466 $3.0B
Wealthfront Advisers LLC 6.46% Add +9.2% 49,948,363 $1.9B
Creative Planning 0.87% Reduce -2.2% 21,171,199 $813.4M
Betterment LLC 1.27% Reduce -3.1% 12,716,823 $488.6M
Jane Street Group, LLC 0.52% Add +5719.9% 12,530,545 $481.4M
Corient Private Wealth LP 0.78% Reduce -2.3% 11,634,447 $447.0M
HighTower Advisors, LLC 0.59% Add +25.2% 9,852,124 $378.5M
Envestnet Asset Management Inc. 0.09% Reduce -3.5% 6,830,533 $262.4M
SCS Capital Management LLC 4.70% Reduce -1.7% 5,845,067 $224.6M
Mercer Global Advisors Inc. 0.57% Reduce -2.3% 5,460,191 $209.8M
Wealthspire Advisors, LLC 2.42% Add +0.1% 4,914,050 $188.8M
Morgan Stanley 0.01% Add +3.7% 4,911,291 $188.7M
Mariner, LLC 0.34% Reduce -4.7% 4,557,019 $175.1M
Steele Capital Management, Inc. 9.14% Add +0.3% 4,242,473 $163.8M
Wealth Enhancement Advisory Services, LLC 0.38% Add +3.4% 4,148,418 $159.4M
Orgel Wealth Management, LLC 3.82% Add +9.7% 3,683,231 $141.5M
Bessemer Group Inc. 0.22% Add +0.1% 3,209,163 $123.3M
McAdam, LLC 7.36% Add +6.2% 3,182,748 $122.3M
Cresset Asset Management, LLC 0.50% Add +0.9% 3,045,666 $118.1M
Avantax Planning Partners, Inc. 3.77% Add +8.6% 3,050,881 $117.2M
Prime Capital Investment Advisors, LLC 1.68% Reduce -23.9% 2,953,468 $113.5M
SageView Advisory Group, LLC 7.03% New 2,936,510 $112.8M
Rebalance, LLC 9.00% Add +4.7% 2,911,341 $111.9M
Brandywine Oak Private Wealth LLC 11.28% Add +1.0% 2,852,825 $109.6M
FMR LLC 0.01% Reduce -1.0% 2,570,471 $98.8M
Composition Wealth, LLC 2.32% Add +15.2% 2,472,294 $95.0M
LPL Financial LLC 0.05% Add +3.7% 2,393,076 $91.9M
Cerity Partners LLC 0.24% Add +3.0% 2,269,792 $87.2M
Bank of America Corp. 0.01% Add +8.1% 2,176,089 $83.6M
Truepoint, Inc. 2.31% Reduce -1.2% 2,104,232 $80.8M
Callan Capital, LLC 6.47% Add +0.4% 2,046,552 $78.6M
Fund Evaluation Group, LLC 4.81% Add +0.5% 2,041,017 $78.4M
Wells Fargo & Company 0.02% Add +1.6% 2,027,501 $77.9M
Gemmer Asset Management LLC 8.29% Add +2.9% 2,016,446 $77.5M
JMG Financial Group, Ltd. 2.84% Reduce -1.4% 1,980,887 $76.1M
Matrix Trust Co 16.80% Reduce -1.0% 1,936,785 $74.4M
Benjamin F. Edwards & Company, Inc. 1.29% Reduce -2.5% 1,907,047 $73.3M
UBS Group AG 0.02% Add +2.3% 1,748,589 $67.2M
Moneta Group Investment Advisors LLC 1.06% Add +0.2% 1,727,299 $66.4M
Choreo, LLC 1.09% Add +5.5% 1,811,074 $65.2M
Bluespring Wealth Management, LLC 6.83% Add +3.0% 1,638,748 $63.6M
Foster & Motley Inc. 3.88% Add +0.4% 1,469,587 $56.5M
Charles Schwab Trust Co 5.08% Add +1.4% 1,429,587 $54.9M
Forvis Mazars Wealth Advisors, LLC 1.34% Add +3.9% 1,402,199 $53.9M
United Capital Financial Advisors, LLC 0.45% Reduce -3.3% 1,376,547 $52.9M
Lake Street Advisors Group, LLC 2.51% Reduce -5.7% 1,345,975 $52.2M
Financial Consulate, Inc. 14.84% Add +1.6% 1,317,602 $50.6M
Jones Financial Companies LLLP 0.05% Add +26.7% 1,236,947 $47.5M
Bank of New York Mellon Corp 0.01% Add +1366.0% 1,221,946 $46.9M
MML Investors Services, LLC 0.19% Reduce -0.3% 1,197,857 $46.0M
Evergreen Advisors, LLC 13.50% Add +2.1% 1,173,364 $45.1M
Opus Capital Group, LLC 6.08% Add +1.9% 1,110,681 $42.7M
Osaic Holdings, Inc. 0.10% Reduce -2.6% 1,049,387 $40.3M
Riverpoint Wealth Management Holdings, LLC 11.08% Add +1.1% 1,039,194 $39.9M
Royal Bank of Canada 0.01% Add +8.1% 1,028,559 $39.5M
Visionary Wealth Advisors 2.56% Reduce -0.0% 1,020,750 $39.2M
Wooster Corthell Wealth Management, Inc. 8.72% Add +0.1% 1,003,202 $38.5M
Goelzer Investment Management, Inc. 2.13% Reduce -4.2% 991,662 $38.1M
Focus Partners Wealth 0.13% Add +757.9% 965,300 $37.1M
Cwm, LLC 0.17% Add +5.9% 959,795 $36.9M
Capital Advisors Inc. 0.75% Reduce -1.4% 942,611 $36.2M
Ameriprise Financial Inc. 0.01% Reduce -22.5% 899,686 $34.6M
Beacon Pointe Advisors, LLC 0.40% Add +4.0% 885,685 $34.0M
Pittenger & Anderson Inc. 1.34% Add +1.9% 851,995 $32.7M
Klingenstein Fields & Co. LP 1.33% Reduce -2.0% 838,145 $32.2M
Apriem Advisors 3.76% Reduce -3.1% 798,902 $30.7M
Act Wealth Management, LLC 14.71% Reduce -1.1% 778,082 $29.9M
Summit Asset Management, LLC 3.52% Add +5.9% 775,126 $29.8M
Leverty Financial Group, LLC 17.59% Add +2.3% 773,867 $29.7M
Bank of Montreal 0.01% Add +417.8% 736,238 $28.7M
Pacific Sage Partners, LLC 7.01% Add +3.7% 736,382 $28.3M
Benchmark Financial Wealth Advisors, LLC 10.42% Reduce -5.7% 732,188 $28.1M
Krilogy Financial LLC 2.07% Reduce -10.7% 730,938 $28.1M
Cetera Investment Advisers 0.06% Reduce -12.0% 719,005 $27.6M
Avantax Advisory Services, Inc. 0.20% Add +33.8% 714,843 $27.5M
TruNorth Capital Management, LLC 8.88% Add +2.7% 712,669 $27.4M
Ballast Advisors LLC 8.19% Add +2.3% 671,975 $25.8M
Valley National Advisers Inc. 3.82% Add +3.2% 669,952 $25.7M
HB Wealth Management, LLC 0.29% Reduce -4.0% 642,486 $24.7M
Avidian Wealth Enterprises, LLC 1.19% Add +22.1% 640,640 $24.6M
Pinkerton Wealth, LLC 3.78% Reduce -17.9% 640,513 $24.6M
MAI Capital Management 0.24% Add +1.1% 627,413 $24.1M
Courage Miller Partners, LLC 8.65% Reduce -0.3% 626,129 $24.1M
Northwest Investment Counselors, LLC 5.94% Add +0.2% 617,876 $23.7M
MorganRosel Wealth Management, LLC 8.36% Add +2.6% 615,994 $23.7M
Boltwood Capital Management 7.24% Reduce -0.3% 603,372 $23.2M
HHM Wealth Advisors, LLC 3.46% Add +3.7% 598,837 $23.0M
Perigon Wealth Management, LLC 0.67% Add +0.6% 598,488 $23.0M
BlueSky Wealth Advisors, LLC 3.82% New 591,313 $22.7M
GHP Investment Advisors, Inc. 1.13% Add +1.0% 590,065 $22.7M
Paradigm, Strategies in Wealth Management, LLC 13.65% Add +1.6% 578,542 $22.2M
Thrivent Financial for Lutherans 0.04% Add +18.5% 576,466 $22.1M
Leavell Investment Management, Inc. 1.21% Reduce -0.4% 563,738 $21.9M
Kavar Capital Partners Group, LLC 3.91% Add +0.9% 564,965 $21.7M
Riversedge Advisors, LLC 5.28% Reduce -1.2% 564,040 $21.7M
McIlrath & Eck, LLC 3.17% Add +17.1% 554,995 $21.3M
Summit Wealth & Retirement Planning, Inc. 7.24% Add +3.7% 553,244 $21.3M

"% 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 1,128 holders