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 |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
39,167
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2024
Added 224.31%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
37,693
shares
|
$1.05 Million
0.01% of portfolio
|
Q2 2024
Added 3.86%
|
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
37,403
shares
|
$1.05 Million
0.04% of portfolio
|
Q2 2024
Added 9.37%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
37,403
shares
|
$1.05 Million
0.26% of portfolio
|
Q2 2024
Added 9.37%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
36,631
shares
|
$1.02 Million
0.01% of portfolio
|
Q2 2024
Added 2.25%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 09, 2024 Q2 2024 |
34,500
shares
|
$965,310
0.0% of portfolio
|
Q2 2024
Reduced 45.24%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
31,404
shares
|
$878,683
0.0% of portfolio
|
Q2 2024
Added 26.77%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Jul 26, 2024 Q2 2024 |
31,123
shares
|
$870,821
1.25% of portfolio
|
Q2 2024
Reduced 1.0%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
30,504
shares
|
$853,501
0.21% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
29,119
shares
|
$814,749
0.0% of portfolio
|
Q2 2024
Added 1.37%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
28,511
shares
|
$797,737
0.0% of portfolio
|
Q2 2024
Reduced 88.82%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
27,969
shares
|
$782,572
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 09, 2024 Q2 2024 |
23,961
shares
|
$670,428
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
23,890
shares
|
$668,442
0.0% of portfolio
|
Q2 2024
Added 5.54%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
22,664
shares
|
$634,138
0.0% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 28, 2024 Q3 2024 |
22,402
shares
|
$626,807
0.62% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Private Capital Management LLC
|
Jul 18, 2024 Q2 2024 |
21,986
shares
|
$615,168
0.21% of portfolio
|
Q2 2024
Added 11.87%
|
|
|
Sherrill & Hutchins Financial Advisory, Inc
Atlanta, GA |
Oct 07, 2024 Q3 2024 |
18,800
shares
|
$526,024
0.9% of portfolio
|
Q4 2023
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
18,002
shares
|
$503,695
0.0% of portfolio
|
Q2 2024
Added 0.13%
|
|
|
Collective Family Office LLC
|
Oct 04, 2024 Q3 2024 |
16,312
shares
|
$456,409
0.25% of portfolio
|
Q3 2024
Reduced 28.12%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
15,699
shares
|
$439,258
0.06% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2024 Q2 2024 |
15,368
shares
|
$429,996
0.05% of portfolio
|
Q2 2024
Reduced 1.59%
|
|
|
Everhart Financial Group, Inc.
|
Jul 24, 2024 Q2 2024 |
15,284
shares
|
$427,646
0.21% of portfolio
|
Q1 2024
Reduced 0.86%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
15,041
shares
|
$420,847
0.03% of portfolio
|
Q3 2024
Added 99.91%
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 07, 2023 Q3 2023 |
13,843
shares
|
$387,327
0.65% of portfolio
|
Q3 2023
Added 1.04%
|