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 |
|---|---|---|---|---|---|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
13,448
shares
|
$376,275
0.03% of portfolio
|
Q3 2023
Added 0.02%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2024 Q2 2024 |
13,183
shares
|
$368,860
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
12,852
shares
|
$359,598
0.0% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Kaizen Financial Strategies
|
Aug 02, 2024 Q2 2024 |
12,620
shares
|
$353,107
0.43% of portfolio
|
Q2 2024
Added 0.12%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Aug 08, 2024 Q2 2024 |
12,336
shares
|
$345,161
0.01% of portfolio
|
Q2 2024
Reduced 85.52%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
12,241
shares
|
$342,503
0.01% of portfolio
|
Q1 2024
Added 0.06%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Aug 08, 2024 Q2 2024 |
12,141
shares
|
$339,705
0.01% of portfolio
|
Q2 2024
Added 6.8%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
11,553
shares
|
$323,252
0.0% of portfolio
|
Q3 2024
Added 2.03%
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
11,532
shares
|
$322,665
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Oct 07, 2024 Q3 2024 |
10,252
shares
|
$286,850
0.15% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2024 Q2 2024 |
10,019
shares
|
$280,331
0.06% of portfolio
|
Q1 2024
Added 0.12%
|
|
|
Leavell Investment Management, Inc.
|
Jul 17, 2024 Q2 2024 |
9,825
shares
|
$274,903
0.03% of portfolio
|
Q2 2024
Reduced 1.21%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
9,712
shares
|
$271,741
0.03% of portfolio
|
Q3 2024
Added 2.78%
|
|
|
Red Door Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
9,596
shares
|
$268,496
0.09% of portfolio
|
Q3 2024
Reduced 0.74%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
9,562
shares
|
$267,544
0.0% of portfolio
|
Q3 2024
Added 6.83%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
9,500
shares
|
$265,810
0.06% of portfolio
|
Q3 2023
Reduced 20.13%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
9,280
shares
|
$259,654
0.03% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
9,182
shares
|
$256,912
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
8,342
shares
|
$233,409
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Aug 08, 2024 Q2 2024 |
8,008
shares
|
$224,063
0.21% of portfolio
|
Q1 2024
Added 0.33%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
7,950
shares
|
$222,441
0.0% of portfolio
|
Q2 2024
Reduced 11.91%
|
|
|
Associated Banc Corp
Green Bay, WI |
Aug 01, 2024 Q2 2024 |
7,919
shares
|
$221,573
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
7,512
shares
|
$210,185
0.0% of portfolio
|
Q2 2024
Reduced 16.11%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 01, 2024 Q2 2024 |
7,254
shares
|
$202,966
0.07% of portfolio
|
Q2 2024
Added 8.19%
|
|
|
Welch Group, LLC
|
Oct 24, 2024 Q3 2024 |
7,190
shares
|
$201,176
0.02% of portfolio
|
Q1 2024
Reduced 11.71%
|