Schwab Intl Equity ETFSCHFETF

13F holders, Q4 2024 (December 31)
1,297holders +102
75new positions
58sold out
5famous investors
$18.51avg. 13F price*

At the end of Q4 2024, 1,297 institutions reported holding Schwab Intl Equity ETF (SCHF) in their 13F filings, up 102 from Q3 2024. 75 opened new positions and 58 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($6.2B), Empower Advisory Group, LLC ($3.4B) and Financial Engines Advisors L.L.C. ($3.2B). 5 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions75$49.3M
Exits58$28.4M

All 13F filers, Q3 2024 → Q4 2024: 93,933,427 shares bought and 54,599,863 shares sold, net +39,333,564 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,297 holders

Northwestern Mutual Wealth Management Co. 5.23% Add +8.3% 335,070,337 $6.2B
Empower Advisory Group, LLC 11.28% Add +9.4% 181,089,569 $3.4B
Financial Engines Advisors L.L.C. 6.71% Add +6.3% 172,381,339 $3.2B
Wealthfront Advisers LLC 5.80% Add +6.1% 107,390,188 $2.0B
Creative Planning 0.75% Reduce -0.8% 41,738,185 $772.2M
Betterment LLC 1.08% Reduce -1.8% 24,550,119 $454.2M
Corient Private Wealth LP 0.69% Reduce -48.3% 22,502,420 $415.5M
HighTower Advisors, LLC 0.55% Add +7.6% 21,862,447 $404.5M
US Bancorp \de 0.37% Add +1.4% 15,204,913 $281.3M
Envestnet Asset Management Inc. 0.08% Add +2.5% 13,506,832 $249.9M
SCS Capital Management LLC 4.10% Reduce -3.7% 10,756,921 $199.0M
Mercer Global Advisors Inc. 0.46% Reduce -53.8% 10,254,241 $189.7M
Wealthspire Advisors, LLC 1.88% Add +2.8% 10,198,152 $188.7M
Morgan Stanley 0.01% Add +6.6% 10,080,344 $186.5M
Mariner, LLC 0.28% Reduce -1.3% 8,924,084 $165.1M
Wealth Enhancement Advisory Services, LLC 0.30% Add +3.3% 8,464,449 $156.6M
Orgel Wealth Management, LLC 4.04% Add +8.5% 8,371,941 $154.9M
McAdam, LLC 7.08% Add +6.9% 7,018,602 $129.8M
SageView Advisory Group, LLC 5.29% Add +28.8% 6,648,918 $123.0M
Steele Capital Management, Inc. 6.32% Reduce -0.7% 6,562,833 $121.4M
Cresset Asset Management, LLC 0.58% Add +8.4% 6,473,760 $119.8M
Rebalance, LLC 8.94% Add +5.3% 6,465,650 $119.6M
Cerity Partners LLC 0.26% Add +1.9% 6,433,068 $119.0M
Brandywine Oak Private Wealth LLC 11.09% Add +7.6% 6,131,572 $113.4M
Bessemer Group Inc. 0.18% Reduce -4.9% 6,075,006 $112.4M
Avantax Planning Partners, Inc. 3.98% Add +7.5% 5,960,505 $110.3M
Prime Capital Investment Advisors, LLC 1.51% Reduce -1.5% 5,621,313 $104.0M
Composition Wealth, LLC 2.05% Add +4.3% 5,471,058 $101.2M
FMR LLC 0.01% Add +2.4% 5,284,455 $97.8M
LPL Financial LLC 0.04% Add +5.5% 5,228,806 $96.7M
Wells Fargo & Company 0.02% Add +4.5% 4,501,182 $83.3M
Bank of America Corp. 0.01% Add +1.0% 4,426,158 $81.9M
JMG Financial Group, Ltd. 2.79% Add +7.8% 4,415,143 $81.7M
Gemmer Asset Management LLC 7.98% Add +6.4% 4,384,015 $81.1M
Truepoint, Inc. 2.07% Add +0.4% 4,182,804 $77.4M
Benjamin Edwards Inc. 1.11% Add +5.5% 4,179,349 $77.3M
Callan Capital, LLC 5.29% Reduce -1.0% 3,906,686 $72.3M
Moneta Group Investment Advisors LLC 1.00% Reduce -47.8% 3,851,680 $71.3M
UBS Group AG 0.02% Add +2.5% 3,700,270 $68.5M
Bluespring Wealth Management, LLC 6.95% Add +9.1% 3,663,356 $67.8M
Jones Financial Companies LLLP 0.06% Add +19.8% 3,540,054 $65.5M
Charles Schwab Trust Co 5.49% Add +11.9% 3,453,745 $63.9M
Foster & Motley Inc. 3.81% Add +5.2% 3,162,957 $58.5M
Choreo, LLC 0.82% Reduce -10.2% 3,178,300 $56.7M
Old Mission Capital LLC 1.23% Add +6856.4% 2,857,950 $52.9M
BlueStem Wealth Partners, LLC 6.61% — 2,721,792 $50.4M
Financial Consulate, Inc. 13.30% Add +0.9% 2,709,810 $50.1M
Forvis Mazars Wealth Advisors, LLC 1.12% Reduce -4.2% 2,638,240 $48.8M
United Capital Financial Advisors, LLC 0.41% Reduce -2.5% 2,630,601 $48.7M
Opus Capital Group, LLC 6.03% Add +4.8% 2,565,851 $47.5M
MML Investors Services, LLC 0.16% Add +4.1% 2,506,857 $46.4M
Evergreen Advisors, LLC 12.62% Add +3.8% 2,496,042 $46.2M
HB Wealth Management, LLC 0.47% Add +103.4% 2,487,952 $46.0M
Lake Street Advisors Group, LLC 2.12% Reduce -7.3% 2,485,593 $46.0M
Susquehanna International Group, LLP 0.07% Add +2332.6% 2,453,241 $45.4M
Leverty Financial Group, LLC 22.49% Add +54.3% 2,388,795 $44.2M
NorthCoast Asset Management LLC 0.22% Add +6163.8% 2,386,008 $44.1M
Cwm, LLC 0.17% Add +10.3% 2,274,604 $42.1M
Fund Evaluation Group, LLC 1.97% Reduce -49.8% 2,273,088 $42.1M
Osaic Holdings, Inc. 0.09% Add +12.2% 2,324,786 $41.9M
Royal Bank of Canada 0.01% Add +6.2% 2,202,605 $40.7M
Raymond James Financial Inc. 0.01% — 2,168,675 $40.1M
Wooster Corthell Wealth Management, Inc. 8.65% Add +5.1% 2,148,658 $39.8M
Riverpoint Wealth Management Holdings, LLC 10.32% Add +1.7% 2,137,185 $39.5M
Focus Partners Wealth 0.10% Add +4.7% 2,075,649 $38.4M
Ameriprise Financial Inc. 0.01% Add +13.5% 2,064,446 $38.1M
Matrix Trust Co 6.56% Add +0.7% 2,039,156 $37.7M
Goelzer Investment Management, Inc. 2.05% Reduce -0.4% 1,906,668 $35.3M
Capital Advisors Inc. 0.70% Add +0.6% 1,895,202 $35.1M
Commonwealth Equity Services, LLC 0.05% Add +10.3% 1,889,072 $34.9M
Visionary Wealth Advisors 2.03% Reduce -6.5% 1,870,325 $34.6M
Pittenger & Anderson Inc. 1.19% Add +2.8% 1,767,606 $32.7M
Avantax Advisory Services, Inc. 0.20% Add +11.7% 1,754,321 $32.5M
TruNorth Capital Management, LLC 8.73% Add +14.9% 1,725,859 $31.9M
MAI Capital Management 0.22% Add +30.2% 1,631,320 $30.2M
Pacific Sage Partners, LLC 6.76% Add +3.7% 1,602,068 $29.6M
Oarsman Capital, Inc. 5.12% Add +24.3% 1,587,656 $29.4M
Cetera Investment Advisers 0.06% Add +5.4% 1,574,052 $29.1M
Benchmark Financial Wealth Advisors, LLC 9.18% Add +1.0% 1,547,829 $28.6M
Segall Bryant & Hamill, LLC 0.39% Reduce -3.9% 1,542,155 $28.5M
AE Wealth Management LLC 0.24% Add +4.7% 1,524,233 $28.2M
Beacon Pointe Advisors, LLC 0.31% Reduce -6.2% 1,518,486 $28.1M
Summit Asset Management, LLC 4.91% Reduce -7.6% 1,510,853 $28.0M
McIlrath & Eck, LLC 3.51% Add +13.9% 1,489,378 $27.6M
Krilogy Financial LLC 1.76% Add +3.6% 1,429,698 $26.4M
Avidian Wealth Enterprises, LLC 1.15% Add +4.4% 1,380,794 $25.5M
Apriem Advisors 2.90% Reduce -6.4% 1,370,193 $25.3M
Ballast Advisors LLC 7.80% Add +3.7% 1,367,393 $25.3M
Payne Capital Management, LLC 10.33% — 1,294,264 $23.9M
Citizens Financial Group Inc. 0.46% Add +10.2% 1,286,946 $23.8M
Courage Miller Partners, LLC 8.05% Add +1.0% 1,271,041 $23.5M
MorganRosel Wealth Management, LLC 7.70% Add +1.5% 1,268,759 $23.5M
Pinkerton Wealth, LLC 3.36% Reduce -0.3% 1,251,234 $23.1M
BlueSky Wealth Advisors, LLC 3.60% Add +0.1% 1,244,554 $23.0M
Captrust Financial Advisors 0.07% Reduce -4.9% 1,240,994 $23.0M
Persium Advisors, LLC 22.43% — 1,230,007 $22.8M
GHP Investment Advisors, Inc. 1.05% Add +3.5% 1,221,084 $22.6M
Kavar Capital Partners Group, LLC 3.78% Add +5.1% 1,208,757 $22.4M
HHM Wealth Advisors, LLC 3.00% Add +2.7% 1,190,679 $22.0M
Boltwood Capital Management 6.68% Add +0.4% 1,185,387 $21.9M

"% 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 1,297 holders