Institutional Ownership Schwab Strategic Tr 1000 Index (SCHK)
This table provides information about the institutional ownership of Schwab Strategic Tr 1000 Index (SCHK). We have compiled data on the 187 institutions that hold shares in the stock, with a total of 44.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.31 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
18,066
shares
|
$526,623
0.03% of portfolio
|
Q4 2024
Added 86.02%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
17,883
shares
|
$521,289
0.03% of portfolio
|
Q4 2024
Added 92.7%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
15,055
shares
|
$438,853
0.02% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
14,963
shares
|
$436,171
0.05% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
14,610
shares
|
$425,881
0.03% of portfolio
|
Q4 2024
Added 197.01%
|
|
|
Welch Group, LLC
|
Jan 24, 2025 Q4 2024 |
14,380
shares
|
$419,177
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
14,200
shares
|
$413,930
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
14,010
shares
|
$408,391
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 07, 2023 Q3 2023 |
13,843
shares
|
$403,523
0.65% of portfolio
|
Q3 2023
Added 1.04%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
13,740
shares
|
$400,521
0.02% of portfolio
|
Q4 2024
Added 97.13%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
13,618
shares
|
$396,964
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Jan 15, 2025 Q4 2024 |
13,496
shares
|
$393,408
0.03% of portfolio
|
Q4 2024
Added 94.19%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
13,448
shares
|
$392,009
0.03% of portfolio
|
Q3 2023
Added 0.02%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
13,279
shares
|
$387,082
0.0% of portfolio
|
Q4 2024
Added 130.58%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
13,183
shares
|
$384,284
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
13,000
shares
|
$378,950
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
12,852
shares
|
$374,635
0.0% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Kaizen Financial Strategies
|
Nov 04, 2024 Q3 2024 |
12,785
shares
|
$372,682
0.42% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
11,995
shares
|
$349,654
0.01% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
11,823
shares
|
$344,640
0.0% of portfolio
|
Q3 2024
Added 98.24%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,553
shares
|
$336,769
0.0% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
11,349
shares
|
$330,823
0.01% of portfolio
|
Q3 2024
Reduced 8.0%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
10,983
shares
|
$320,154
0.01% of portfolio
|
Q3 2024
Added 106.1%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
10,516
shares
|
$306,541
0.0% of portfolio
|
Q3 2024
Added 93.42%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
10,447
shares
|
$304,530
0.01% of portfolio
|
Q4 2024
Added 99.98%
|