Schwab Intl Equity ETFSCHFETF

13F holders, Q3 2024 (September 30)
1,195holders +67
96new positions
37sold out
4famous investors
$40.44avg. 13F price*

At the end of Q3 2024, 1,195 institutions reported holding Schwab Intl Equity ETF (SCHF) in their 13F filings, up 67 from Q2 2024. 96 opened new positions and 37 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($6.4B), Empower Advisory Group, LLC ($3.4B) and Financial Engines Advisors L.L.C. ($3.3B). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions96$116.8M
Exits37$4.6B

All 13F filers, Q2 2024 → Q3 2024: 54,789,594 shares bought and 142,635,950 shares sold, net −87,846,356 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,195 holders

Northwestern Mutual Wealth Management Co. 5.65% Add +5.5% 154,715,058 $6.4B
Empower Advisory Group, LLC 11.50% Add +3.4% 82,725,592 $3.4B
Financial Engines Advisors L.L.C. 6.82% Add +4.0% 81,103,330 $3.3B
Wealthfront Advisers LLC 6.40% Add +1.4% 50,625,307 $2.1B
Corient Private Wealth LP 1.41% Add +87.0% 21,751,417 $894.4M
Creative Planning 0.86% Reduce -0.6% 21,048,811 $865.5M
Betterment LLC 1.23% Reduce -1.7% 12,496,060 $513.8M
HighTower Advisors, LLC 0.62% Add +3.1% 10,156,561 $417.6M
US Bancorp \de 0.40% Add +2515.1% 7,494,147 $308.2M
Envestnet Asset Management Inc. 0.09% Reduce -3.6% 6,587,210 $270.9M
SCS Capital Management LLC 4.63% Reduce -4.5% 5,582,635 $229.6M
Mercer Global Advisors Inc. 0.53% Add +103.1% 11,089,777 $226.4M
Wealthspire Advisors, LLC 2.07% Add +0.9% 4,959,791 $203.9M
Morgan Stanley 0.01% Reduce -3.7% 4,728,325 $194.4M
Mariner, LLC 0.33% Reduce -0.8% 4,518,971 $185.9M
Wealth Enhancement Advisory Services, LLC 0.36% Reduce -1.3% 4,096,236 $168.4M
Orgel Wealth Management, LLC 3.97% Add +4.8% 3,858,079 $158.6M
Steele Capital Management, Inc. 7.10% Reduce -22.1% 3,302,845 $135.8M
McAdam, LLC 7.57% Add +3.1% 3,282,371 $135.0M
Bessemer Group Inc. 0.22% Reduce -0.5% 3,194,063 $131.3M
Cerity Partners LLC 0.29% Add +39.0% 3,156,087 $129.8M
Rebalance, LLC 9.25% Add +5.4% 3,069,148 $126.2M
Cresset Asset Management, LLC 0.48% Reduce -1.9% 2,986,396 $122.8M
Prime Capital Investment Advisors, LLC 1.67% Reduce -3.4% 2,853,710 $117.3M
Brandywine Oak Private Wealth LLC 11.35% Reduce -0.1% 2,849,522 $117.2M
Avantax Planning Partners, Inc. 4.09% Reduce -9.1% 2,773,144 $114.0M
Composition Wealth, LLC 2.50% Add +6.1% 2,623,819 $107.9M
FMR LLC 0.01% Add +0.4% 2,581,012 $106.1M
SageView Advisory Group, LLC 5.39% Reduce -12.1% 2,580,957 $106.1M
LPL Financial LLC 0.05% Add +3.6% 2,478,983 $101.9M
Fund Evaluation Group, LLC 5.15% Add +10.8% 2,262,348 $93.0M
Bank of America Corp. 0.01% Add +0.7% 2,191,329 $90.1M
Wells Fargo & Company 0.02% Add +6.2% 2,153,122 $88.5M
Truepoint, Inc. 2.30% Reduce -1.0% 2,083,954 $85.7M
Gemmer Asset Management LLC 8.47% Add +2.1% 2,059,534 $84.7M
JMG Financial Group, Ltd. 2.88% Add +3.4% 2,048,246 $84.2M
Benjamin Edwards Inc. 1.18% Add +8428.3% 1,979,845 $81.4M
Callan Capital, LLC 5.67% Reduce -3.6% 1,973,445 $81.1M
Moneta Group Investment Advisors LLC 1.10% Add +113.6% 3,689,888 $75.9M
UBS Group AG 0.02% Add +3.3% 1,805,950 $74.3M
Bluespring Wealth Management, LLC 6.93% Add +2.5% 1,679,414 $69.1M
Choreo, LLC 0.99% Reduce -2.3% 1,770,151 $67.3M
Charles Schwab Trust Co 5.48% Add +7.9% 1,542,684 $63.4M
Foster & Motley Inc. 3.92% Add +2.3% 1,503,385 $61.8M
Jones Financial Companies LLLP 0.06% Add +19.4% 1,477,229 $60.9M
Forvis Mazars Wealth Advisors, LLC 1.30% Reduce -1.8% 1,377,490 $56.6M
United Capital Financial Advisors, LLC 0.46% Reduce -2.0% 1,348,604 $55.5M
Financial Consulate, Inc. 14.66% Add +1.9% 1,342,836 $55.2M
Lake Street Advisors Group, LLC 2.55% Reduce -0.4% 1,340,813 $55.1M
Opus Capital Group, LLC 6.29% Add +10.2% 1,223,688 $50.3M
MML Investors Services, LLC 0.18% Add +0.6% 1,204,561 $49.5M
Evergreen Advisors, LLC 13.66% Add +2.5% 1,202,788 $49.5M
Riverpoint Wealth Management Holdings, LLC 11.07% Add +1.1% 1,050,670 $43.2M
Royal Bank of Canada 0.01% Add +0.8% 1,036,759 $42.6M
Osaic Holdings, Inc. 0.10% Reduce -1.3% 1,035,942 $42.6M
Cwm, LLC 0.18% Add +7.4% 1,031,010 $42.4M
Wooster Corthell Wealth Management, Inc. 8.97% Add +1.9% 1,022,464 $42.0M
Matrix Trust Co 7.79% Reduce -47.7% 1,012,666 $41.6M
Visionary Wealth Advisors 2.50% Reduce -2.0% 1,000,381 $41.1M
Focus Partners Wealth 0.13% Add +2.7% 991,449 $40.8M
Raymond James Financial Services Advisors, Inc. 0.05% Add +119.5% 960,163 $39.5M
Goelzer Investment Management, Inc. 2.16% Reduce -3.5% 957,352 $39.4M
Ameriprise Financial Inc. 0.01% Add +1.1% 909,247 $38.8M
Capital Advisors Inc. 0.78% Reduce -0.1% 942,062 $38.7M
Pittenger & Anderson Inc. 1.32% Add +0.9% 859,592 $35.3M
Commonwealth Equity Services, LLC 0.05% Add +85.3% 856,498 $35.2M
Summit Asset Management, LLC 3.84% Add +5.4% 817,196 $33.6M
Beacon Pointe Advisors, LLC 0.38% Reduce -8.6% 809,664 $33.3M
Segall Bryant & Hamill, LLC 0.45% New 802,225 $33.0M
Klingenstein Fields & Co. LP 1.31% Reduce -4.7% 798,531 $32.8M
Act Wealth Management, LLC 14.54% Add +2.5% 797,627 $32.8M
Avantax Advisory Services, Inc. 0.21% Add +9.9% 785,385 $32.3M
Leverty Financial Group, LLC 17.39% Add +0.0% 773,916 $31.8M
Pacific Sage Partners, LLC 7.56% Add +4.9% 772,590 $31.8M
Benchmark Financial Wealth Advisors, LLC 10.51% Add +4.7% 766,371 $31.5M
TruNorth Capital Management, LLC 9.15% Add +5.4% 751,094 $30.9M
Cetera Investment Advisers 0.07% Add +3.8% 746,413 $30.7M
Apriem Advisors 3.52% Reduce -8.4% 732,066 $30.1M
AE Wealth Management LLC 0.27% Add +143.4% 728,115 $29.9M
Krilogy Financial LLC 1.95% Reduce -5.6% 689,756 $28.4M
Avidian Wealth Enterprises, LLC 1.24% Add +3.2% 661,381 $27.2M
Ballast Advisors LLC 8.38% Reduce -1.9% 659,324 $27.1M
McIlrath & Eck, LLC 3.46% Add +17.8% 654,026 $26.9M
Captrust Financial Advisors 0.08% Add +50.5% 652,368 $26.8M
Oarsman Capital, Inc. 4.86% Add +21.7% 638,648 $26.3M
Courage Miller Partners, LLC 8.70% Add +0.5% 629,308 $25.9M
Pinkerton Wealth, LLC 3.75% Reduce -2.0% 627,748 $25.8M
MAI Capital Management 0.25% Reduce -0.2% 626,346 $25.8M
MorganRosel Wealth Management, LLC 8.47% Add +1.4% 624,859 $25.7M
Northwest Investment Counselors, LLC 5.81% Add +1.0% 624,133 $25.7M
BlueSky Wealth Advisors, LLC 3.97% Add +5.1% 621,325 $25.5M
Pure Portfolios Holdings LLC 9.53% — 614,014 $25.2M
HB Wealth Management, LLC 0.27% Reduce -4.8% 611,491 $25.1M
Boltwood Capital Management 7.19% Reduce -2.2% 590,290 $24.3M
GHP Investment Advisors, Inc. 1.11% Reduce -0.1% 589,738 $24.3M
Citizens Financial Group Inc. 0.48% Add +12.6% 584,052 $24.0M
HHM Wealth Advisors, LLC 3.38% Reduce -3.2% 579,902 $23.8M
Paradigm, Strategies in Wealth Management, LLC 15.43% Reduce -0.3% 576,755 $23.7M
Kavar Capital Partners Group, LLC 3.74% Add +1.7% 574,809 $23.6M
Summit Wealth & Retirement Planning, Inc. 7.50% Add +3.3% 571,495 $23.5M

"% 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 1,195 holders