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 176 institutions that hold shares in the stock, with a total of 34.9 Million shares, which have been reported (via 13F filing form) to have a value of $976 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 14, 2024 Q2 2024 |
24,155,606
shares
|
$676 Million
2.82% of portfolio
|
Q2 2024
Reduced 0.87%
|
|
|
Legacy Wealth Management, Inc
|
Oct 24, 2024 Q3 2024 |
3,592,809
shares
|
$101 Million
12.87% of portfolio
|
Q3 2024
Reduced 1.48%
|
|
|
Warwick Investment Management, Inc.
|
Aug 09, 2024 Q2 2024 |
1,876,270
shares
|
$52.5 Million
23.08% of portfolio
|
Q1 2024
Added 126.78%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
1,270,066
shares
|
$35.5 Million
5.84% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Waddell & Associates, LLC
|
Aug 06, 2024 Q2 2024 |
949,525
shares
|
$26.6 Million
6.58% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Oct 31, 2024 Q3 2024 |
310,617
shares
|
$8.69 Million
12.34% of portfolio
|
Q3 2024
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
288,221
shares
|
$8.06 Million
0.18% of portfolio
|
Q3 2023
Reduced 2.43%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 07, 2024 Q2 2024 |
137,709
shares
|
$3.85 Million
0.67% of portfolio
|
Q2 2024
Added 22.57%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
115,735
shares
|
$3.24 Million
0.0% of portfolio
|
Q2 2024
Reduced 13.59%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
107,622
shares
|
$3.01 Million
0.01% of portfolio
|
Q3 2024
Added 19941.34%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
102,489
shares
|
$2.87 Million
0.01% of portfolio
|
Q2 2024
Added 0.09%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 25, 2024 Q2 2024 |
99,563
shares
|
$2.79 Million
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Aug 14, 2024 Q2 2024 |
77,149
shares
|
$2.16 Million
8.09% of portfolio
|
Q2 2024
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 08, 2024 Q2 2024 |
67,740
shares
|
$1.9 Million
0.13% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
63,175
shares
|
$1.77 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.06%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Aug 12, 2024 Q2 2024 |
63,031
shares
|
$1.76 Million
1.4% of portfolio
|
Q2 2024
Added 18.66%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
61,320
shares
|
$1.72 Million
0.56% of portfolio
|
Q2 2023
Reduced 0.07%
|
|
|
Schwab Charitable Fund
|
Oct 15, 2024 Q3 2024 |
60,144
shares
|
$1.68 Million
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Parkside Advisors LLC
|
Oct 08, 2024 Q3 2024 |
60,064
shares
|
$1.68 Million
0.79% of portfolio
|
Q1 2024
Reduced 6.59%
|
|
|
Mai Capital Management
|
Aug 12, 2024 Q2 2024 |
56,078
shares
|
$1.57 Million
0.03% of portfolio
|
Q2 2024
Reduced 1.37%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
51,423
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2024
Added 5.49%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
47,759
shares
|
$1.34 Million
0.0% of portfolio
|
Q2 2024
Added 113.72%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
47,220
shares
|
$1.32 Million
0.01% of portfolio
|
Q1 2024
Reduced 1.47%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 06, 2024 Q2 2024 |
43,537
shares
|
$1.22 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
40,385
shares
|
$1.13 Million
0.0% of portfolio
|
Q2 2024
Added 88.68%
|