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 189 institutions that hold shares in the stock, with a total of 47.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
28,600,697
shares
|
$833 Million
3.25% of portfolio
|
Q3 2024
Added 18.4%
|
|
|
Legacy Wealth Management, Inc
|
Jan 21, 2025 Q4 2024 |
6,970,674
shares
|
$203 Million
12.67% of portfolio
|
Q4 2024
Added 94.02%
|
|
|
Warwick Investment Management, Inc.
|
Feb 07, 2025 Q4 2024 |
4,387,948
shares
|
$128 Million
25.69% of portfolio
|
Q4 2024
Added 109.17%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
2,633,266
shares
|
$76.7 Million
5.98% of portfolio
|
Q4 2024
Added 107.33%
|
|
|
Waddell & Associates, LLC
|
Nov 12, 2024 Q3 2024 |
962,726
shares
|
$28 Million
6.53% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Feb 07, 2025 Q4 2024 |
621,234
shares
|
$18.1 Million
18.57% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Lighthouse Wealth Management Inc.
Ashland, OH |
Jan 22, 2025 Q4 2024 |
337,288
shares
|
$9.82 Million
8.74% of portfolio
|
Q4 2024
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
288,221
shares
|
$8.39 Million
0.18% of portfolio
|
Q3 2023
Reduced 2.43%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
145,742
shares
|
$4.24 Million
0.73% of portfolio
|
Q3 2024
Added 5.83%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
123,142
shares
|
$3.58 Million
0.0% of portfolio
|
Q4 2024
Added 94.92%
|
|
|
Schwab Charitable Fund
|
Jan 16, 2025 Q4 2024 |
120,288
shares
|
$3.5 Million
0.08% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Parkside Advisors LLC
|
Jan 13, 2025 Q4 2024 |
120,127
shares
|
$3.5 Million
0.8% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
111,085
shares
|
$3.23 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
103,325
shares
|
$3.01 Million
0.01% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
99,722
shares
|
$2.9 Million
0.13% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Jan 31, 2025 Q4 2024 |
73,803
shares
|
$2.15 Million
0.45% of portfolio
|
Q4 2024
Added 100.66%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
67,709
shares
|
$1.97 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
64,398
shares
|
$1.87 Million
1.37% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Feb 03, 2025 Q4 2024 |
62,174
shares
|
$1.81 Million
1.12% of portfolio
|
Q4 2024
Added 98.82%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
61,320
shares
|
$1.79 Million
0.56% of portfolio
|
Q2 2023
Reduced 0.07%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
61,008
shares
|
$1.78 Million
0.21% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
55,390
shares
|
$1.61 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
54,247
shares
|
$1.58 Million
0.0% of portfolio
|
Q3 2024
Added 34.32%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
51,423
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2024
Added 5.49%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
49,377
shares
|
$1.44 Million
0.0% of portfolio
|
Q4 2024
New holding
|