Skip to content

SCHF SCHWAB STRATEGIC TR

Follow

INTL EQTY ETF (fund)

1,303 managers (1,313 13F filers) reported a position in SCHF shares at 2025-03-31, 1,445,941,396 shares in all. 96 filers opened a position and 78 filers sold out during the quarter.

Managers
1,303
13F filers
1,313
New
96
Added
475
Reduced
505
Sold out
78
Shares held by filers
1,445,941,396

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Westmount Partners, LLC60,118$1.19M0.36%+43,86813F-HRTimeline
Frisco Financial Planning LLC59,932$1.19M1.15%-1,69313F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA59,804$1.18M<0.01%+9,00913F-HRTimelineGroup
Sunburst Financial Group, LLC59,515$1.18M0.29%-10,57713F-HRTimeline
Smallwood Wealth Investment Management,…59,281$1.17M0.74%-1,52013F-HRTimeline
Keel Point, LLC59,141$1.17M0.09%-19,07313F-HRTimeline
Simplicity Wealth,LLC58,923$1.17M0.09%new13F-HRTimeline
Integrated Advisors Network LLC58,747$1.16M0.06%+14013F-HRTimeline
Klingman & Associates, LLC58,733$1.16M0.07%+7,48413F-HRTimeline
COOPER/HAIMS ADVISORS, LLC58,637$1.16M0.63%-2,26513F-HRTimeline
Alaska Wealth Advisors, LLCin group Alaska Permanent Capital Mana…58,307$1.15M0.18%-85513F-HRTimelineGroup
Carlton Hofferkamp & Jenks Wealth Manag…58,370$1.14M0.47%-1,90313F-HRTimeline
Safeguard Financial, LLC57,550$1.14M0.25%-1,41813F-HRTimeline
Traction Financial Partners, LLC57,444$1.14M0.89%-15,34513F-HRTimeline
Weaver Capital Management LLC57,112$1.13M0.3%-56813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC56,975$1.13M<0.01%-34,07713F-HRTimelineGroup
Spinnaker Investment Group, LLC56,879$1.13M0.25%-8,88713F-HRTimeline
Clay Northam Wealth Management, LLC56,728$1.12M0.78%-4,59013F-HRTimeline
Rossmore Private Capital56,094$1.11M0.14%013F-HRTimeline
Capasso Planning Partners LLC55,811$1.1M0.46%-57713F-HRTimeline
Black Cypress Capital Management, LLC55,402$1.1M1%-72313F-HRTimeline
Fortress Wealth Management, Inc.55,393$1.1M0.57%-1,00613F-HRTimeline
SGL Investment Advisors, Inc.52,618$1.09M0.56%+6,77413F-HRTimeline
Fonville Wealth Management LLC53,122$1.09M0.32%+7713F-HRTimeline
WATERSHED PRIVATE WEALTH LLC54,813$1.08M0.43%-89513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC54,067$1.07M0.04%+1,67613F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.53,852$1.07M0.43%-3,63013F-HRTimeline
NESTEGG ADVISORS, INC.53,796$1.06M1.13%+1,56213F-HRTimeline
Qube Research & Technologies Ltd53,748$1.06M<0.01%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.53,720$1.06M0.03%-18913F-HRTimeline
COMMERCE BANKin group COMMERCE BANK53,604$1.06M0.01%-1413F-HRTimelineGroup
American Investment Services, Inc.53,222$1.05M0.19%013F-HRTimeline
Wilson & Boucher Capital Management, LLC53,051$1.05M0.78%-8,40013F-HRTimeline
Citrine Capital LLC52,664$1.04M0.65%013F-HRTimeline
Versant Capital Management, Inc52,392$1.04M0.17%-5313F-HRTimeline
Lifeworks Advisors, LLC52,321$1.03M0.17%-48,72313F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp52,192$1.03M0.05%+49,80013F-HRTimelineGroup
Geometric Wealth Advisors51,970$1.03M0.18%+2,25813F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…51,668$1.02M0.05%-55513F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO51,436$1.02M<0.01%+13,42413F-HR/ATimelineGroup
Sigma Planning Corp50,752$1M0.03%+6,15513F-HRTimeline
Sound View Wealth Advisors Group, LLC50,607$1M0.08%new13F-HRTimeline
DONALDSON CAPITAL MANAGEMENT, LLC50,597$1M0.04%+45013F-HRTimeline
Madden Advisory Services, Inc.50,185$993K0.46%-12013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO50,054$990K0.02%-2,44513F-HRTimeline
Larson Financial Group LLC49,900$987K0.05%-11,45913F-HRTimeline
FAGAN ASSOCIATES, INC.49,708$983K0.16%+5,71813F-HRTimeline
SevenBridge Financial Group, LLC46,879$983K0.19%-6,81013F-HRTimeline
IFG Advisory, LLC49,523$980K0.05%+14,85613F-HRTimeline
CONNORS INVESTOR SERVICES INC49,285$975K0.1%new13F-HRTimeline
CALTON & ASSOCIATES, INC.48,954$968K0.22%new13F-HR/ATimeline
Aspen Grove Capital, LLC48,901$967K0.19%013F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/48,615$962K0.2%-3,04513F-HRTimeline
Cannon Wealth Management Services, LLC45,355$944K0.84%+28,49213F-HRTimeline
BFSG, LLC47,601$942K0.11%-3,56413F-HRTimeline
Cascade Financial Partners, LLC47,542$940K0.12%+6,98913F-HRTimeline
Avant Financial Advisors LLC47,521$940K0.85%+81413F-HRTimeline
DIVERSIFIED TRUST CO47,053$931K0.02%+12,91613F-HRTimeline
Econ Financial Services Corp46,988$929K0.49%-23,53013F-HRTimeline
Vantage Financial Partners, LLC46,411$918K0.23%+4,51813F-HRTimeline
Ballentine Partners, LLC46,254$915K0.02%+1,27013F-HRTimeline
Ironwood Financial, llc45,886$908K0.19%-41213F-HRTimeline
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.45,757$905K0.05%-2,31113F-HRTimelineGroup
Archer Investment Management, LLC45,692$904K0.63%-8,50213F-HRTimeline
CABOT WEALTH MANAGEMENT INC45,612$902K0.11%-46313F-HRTimeline
Wernau Asset Management Inc.45,246$895K0.93%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL45,244$895K0.26%-1,77313F-HRTimeline
LTG Capital LLC44,978$890K0.81%+1713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management44,869$888K0.01%+3,16613F-HRTimelineGroup
Bullock Wealth Management Group44,416$882K0.49%-83113F-HRTimeline
LYELL WEALTH MANAGEMENT, LP44,526$881K0.08%+20,11613F-HRTimeline
Valued Retirements, Inc.44,280$876K1.15%+9,48813F-HRTimeline
Lewis Asset Management, LLC44,189$874K0.72%-1,16113F-HRTimeline
Abound Wealth Management42,933$849K0.28%-9,84313F-HRTimeline
Investment Partners Asset Management, I…42,774$846K0.66%-3613F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP42,049$832K0.01%+3,05713F-HRTimelineGroup
NWAM LLC42,026$831K0.07%-122,00913F-HRTimeline
L.M. KOHN & COMPANY41,769$826K0.22%new13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …41,263$820K0.06%-6,09813F-HRTimeline
Brucke Financial, Inc.39,766$817K0.71%+31113F-HRTimeline
PRIMORIS WEALTH ADVISORS, LLC41,186$815K0.63%+63413F-HRTimeline
HC Advisors, LLC41,001$811K0.61%-50913F-HRTimeline
Fielder Capital Group LLC40,959$810K0.23%013F-HRTimeline
Quadcap Wealth Management, LLC40,901$809K0.12%-3,54013F-HRTimeline
Bensler, LLC40,719$805K0.1%-11,60013F-HRTimeline
Murphy, Middleton, Hinkle & Parker, Inc.40,523$802K0.45%-75513F-HRTimeline
FineMark National Bank & Trust40,482$801K0.03%-5,00013F-HRTimeline
Delta Financial Group, Inc.39,491$800K0.18%+2,89713F-HRTimeline
Emergent Wealth Advisors, LLC40,101$793K0.57%+1,52913F-HRTimeline
Greenline Partners, LLC154,301$792K0.12%+144,96313F-HRTimeline
Rossby Financial, LCC38,788$791K0.34%+25,00413F-HRTimeline
Successful Portfolios LLC39,861$788K0.54%-50713F-HRTimeline
Hardin Capital Partners, LLC39,658$784K0.48%+2,37513F-HRTimeline
CARDIFF PARK ADVISORS, LLC39,632$784K0.08%+1,13113F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV39,406$782K0.76%+2,88813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC42,181$780K0.02%013F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC39,153$774K0.04%-41113F-HRTimeline
Acorn Wealth Advisors, LLC39,094$773K0.32%-48113F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…39,038$772K<0.01%-2,46813F-HRTimelineGroup
Twele Capital Management, Inc.38,926$770K0.16%+42513F-HRTimeline
Atria Wealth Solutions, Inc.38,675$765K0.01%+2,53413F-HRTimeline
Mayflower Financial Advisors, LLC38,528$762K0.12%013F-HRTimeline
Badgley Phelps Wealth Managers, LLC38,503$762K0.02%-1,06513F-HRTimeline
Coordinated Financial Services, Inc./CO38,360$759K0.58%13F-HRTimeline
FF Advisors,LLC36,323$756K0.43%+9,36313F-HRTimeline
Glass Jacobson Investment Advisors llc40,700$753K0.25%013F-HRTimeline
Capital Investment Advisors, LLC37,922$750K0.01%+11,81413F-HRTimeline
Beaird Harris Wealth Management, LLC37,546$743K0.06%-4413F-HRTimeline
VILLERE ST DENIS J & CO LLC37,502$742K0.07%013F-HRTimeline
Kings Path Partners LLC37,420$740K0.36%-2,30313F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.37,413$740K0.09%new13F-HRTimeline
SOL Capital Management CO36,669$725K0.08%-5,69013F-HRTimeline
HARBOUR INVESTMENT MANAGEMENT LLC36,516$722K0.33%+96313F-HRTimeline
Biltmore Family Office, LLC36,188$716K0.12%013F-HRTimeline
Stone Summit Wealth LLC35,998$712K0.24%-24913F-HRTimeline
Y-Intercept (Hong Kong) Ltd35,919$710K0.05%new13F-HRTimeline
Manuka Financial, LLC35,822$709K0.46%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC35,351$699K0.3%-14513F-HRTimeline
NDVR, Inc.35,297$698K0.71%-1,32313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.35,175$696K<0.01%+13,55813F-HRTimelineGroup
Mesirow Financial Investment Management…35,152$695K0.01%+11,28713F-HRTimeline
Willis Johnson & Associates, Inc.35,087$694K0.05%+2,38813F-HRTimeline
DOHJ, LLC34,842$689K0.16%new13F-HRTimeline
CFS Investment Advisory Services, LLC34,818$689K0.06%new13F-HRTimeline
Wolff Financial Management LLC34,559$684K0.19%013F-HRTimeline
Shakespeare Wealth Management, LLC34,398$680K0.18%013F-HRTimeline
Pineridge Advisors LLC34,346$679K0.27%-2,42113F-HRTimeline
Davis Wealth Advisors, LLC34,266$678K0.77%-4,22513F-HRTimeline
NorthCoast Asset Management LLC34,181$676K<0.01%-2,351,82713F-HR/ATimeline
Seed Wealth Management, Inc.33,940$671K0.55%013F-HRTimeline
Coastwise Capital Group, LLC33,936$671K0.56%-67813F-HRTimeline
Ausdal Financial Partners, Inc.33,901$671K0.05%+40813F-HRTimeline
Independent Advisor Alliance33,680$666K0.02%-48,11413F-HRTimeline
Front Row Advisors LLC33,522$663K0.25%-1,06013F-HRTimeline
CWA Asset Management Group, LLC33,460$662K0.03%+97113F-HRTimeline
Rehmann Capital Advisory Group33,221$657K0.04%-68713F-HRTimeline
Pflug Koory, LLC32,926$651K0.36%-9413F-HRTimeline
Granite Investment Partners, LLC32,421$641K0.03%+8,77013F-HRTimeline
LOWE BROCKENBROUGH & CO INC32,330$639K0.04%-2,89613F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC32,285$639K0.04%-22,25113F-HRTimeline
MONOGRAPH WEALTH ADVISORS, LLC32,056$634K0.09%013F-HRTimeline
MATHER GROUP, LLC.31,994$633K0.01%-1,35313F-HRTimeline
Crescent Sterling, Ltd.31,983$633K0.65%-1,33813F-HRTimeline
Marcum Wealth, LLC31,911$631K0.05%new13F-HRTimeline
BCWM, LLC31,703$627K0.22%-750,90513F-HRTimeline
Alesco Advisors, LLC, An ESL Co31,548$624K0.02%013F-HRTimeline
NewEdge Wealth, LLC31,455$622K0.01%new13F-HRTimeline
Broadview Financial Management, LLC31,354$620K0.46%013F-HRTimeline
Basepoint Wealth LLC30,974$613K0.48%013F-HRTimeline
INTEGRAL INVESTMENT ADVISORS, INC.30,640$606K0.19%013F-HRTimeline
Clarity Capital Advisors, LLC30,631$606K0.4%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.30,501$603K0.01%+4,54813F-HRTimelineGroup
MARKET STREET WEALTH MANAGEMENT ADVISOR…30,306$599K0.1%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC30,235$598K0.01%+91613F-HRTimeline
Prospera Capital Management, LLC30,206$597K0.39%013F-HR/ATimeline
Baldwin Investment Management, LLC30,153$596K0.07%+4,37213F-HRTimeline
MAIRS & POWER INC30,000$593K0.01%013F-HRTimeline
Heartwood Wealth Advisors LLC29,990$593K0.07%-51813F-HRTimeline
Accel Wealth Management29,980$593K0.21%-2,79013F-HRTimeline
Pacific Asset Management, LLC29,979$593K0.53%013F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC29,939$592K0.06%new13F-HRTimeline
waypoint wealth counsel29,679$587K0.37%-1,05013F-HRTimeline
MBL Wealth, LLC29,670$587K0.06%013F-HRTimeline
Single Point Partners, LLC29,618$586K0.14%013F-HRTimeline
Bridgewater Advisors Inc.28,351$584K0.05%-17,79313F-HRTimeline
Pathway Financial Advisors LLC29,488$583K0.11%013F-HRTimeline
Thrive Capital Management, LLC24,001$583K0.35%new13F-HRTimeline
Ranch Capital Advisors Inc.29,427$582K0.28%-2,03313F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…29,405$582K0.02%-3,61013F-HRTimelineGroup
Legacy Bridge, LLC29,376$581K0.32%+4613F-HRTimeline
My Personal CFO, LLC29,316$580K0.29%013F-HRTimeline
Claro Advisors Inc.29,301$580K0.08%+3,10313F-HRTimeline
VSM Wealth Advisory, LLC29,262$579K0.21%-2,19313F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC29,094$575K0.04%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC29,043$574K<0.01%-6,35513F-HRTimelineGroup
AAF Wealth Management, LLC28,937$572K0.31%-1,00013F-HRTimeline
Oldfather Financial Services, LLC28,822$570K0.22%+39213F-HRTimeline
Signature Resources Capital Management,…28,699$568K0.49%013F-HRTimeline
STERLING INVESTMENT MANAGEMENT, LLC28,563$565K0.4%+1,66613F-HRTimeline
Flower City Capital28,558$565K0.37%013F-HRTimeline
DecisionMap Wealth Management, LLC28,296$560K0.43%-19713F-HRTimeline
Carnegie Investment Counsel31,142$559K0.01%-3,91613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV28,251$559K0.04%013F-HRTimeline
Quadrant Private Wealth Management, LLC28,240$559K0.14%-2,87713F-HRTimeline
RMR Wealth Builders28,232$558K0.06%-66413F-HRTimeline
Stockman Wealth Management, Inc.28,140$557K0.08%+26513F-HRTimeline
Fisher Asset Management, LLC28,087$556K<0.01%-18,07313F-HRTimeline
Sage Mountain Advisors LLC28,000$554K0.04%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…27,983$554K0.02%013F-HRTimelineGroup
Joule Financial, LLC27,949$553K0.19%+20613F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA27,834$551K<0.01%+2,51913F-HRTimelineGroup
L2 Asset Management, LLC27,818$550K0.11%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.27,668$547K0.03%+59813F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC27,419$542K0.11%+2,62013F-HRTimeline
Capital Investment Advisory Services, L…27,156$537K0.05%+1,74713F-HRTimeline
Bowman & Co S.C.27,115$536K0.26%+1,52313F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC27,103$536K0.72%-17313F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…27,040$535K0.1%-19013F-HRTimeline
Lionshead Wealth Management, LLC26,992$534K0.55%-23,25013F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC25,901$532K0.21%new13F-HRTimeline