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 184 institutions that hold shares in the stock, with a total of 44.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
8,714
shares
|
$256,627
0.0% of portfolio
|
Q3 2024
Added 25.04%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
8,634
shares
|
$254,271
0.06% of portfolio
|
Q3 2024
Added 19.02%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
8,505
shares
|
$250,472
0.0% of portfolio
|
Q3 2024
Added 6.98%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
8,377
shares
|
$246,702
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
8,342
shares
|
$245,671
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
8,153
shares
|
$240,105
0.0% of portfolio
|
Q4 2024
Added 100.66%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
8,131
shares
|
$239,457
0.2% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
8,000
shares
|
$235,600
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Alamar Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
7,956
shares
|
$234,304
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
7,919
shares
|
$233,214
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
7,522
shares
|
$221,522
0.0% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Welch Group, LLC
|
Oct 24, 2024 Q3 2024 |
7,190
shares
|
$211,745
0.02% of portfolio
|
Q1 2024
Reduced 11.71%
|
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
7,100
shares
|
$209,095
0.01% of portfolio
|
Q4 2024
Added 95.05%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jan 24, 2025 Q4 2024 |
7,095
shares
|
$208,947
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
6,997
shares
|
$206,061
0.08% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
6,970
shares
|
$205,266
0.02% of portfolio
|
Q3 2024
Reduced 29.06%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
6,883
shares
|
$202,704
0.01% of portfolio
|
Q3 2022
Added 7.7%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
6,808
shares
|
$200,495
0.02% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
6,710
shares
|
$197,609
0.0% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
6,334
shares
|
$186,536
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
6,213
shares
|
$182,972
0.06% of portfolio
|
Q4 2022
Added 0.15%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
6,031
shares
|
$177,612
0.03% of portfolio
|
Q2 2020
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
5,886
shares
|
$173,342
0.0% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
5,759
shares
|
$169,602
0.0% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
5,692
shares
|
$167,629
0.0% of portfolio
|
Q3 2024
Added 7.48%
|