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 |
|---|---|---|---|---|---|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
7,005
shares
|
$195,999
0.0% of portfolio
|
Q4 2023
Added 0.07%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
6,997
shares
|
$195,776
0.08% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
6,969
shares
|
$194,992
0.0% of portfolio
|
Q2 2024
Added 71.95%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Sep 16, 2024 Q2 2024 |
6,950
shares
|
$194,461
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
6,883
shares
|
$192,586
0.01% of portfolio
|
Q3 2022
Added 7.7%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
6,809
shares
|
$190,515
0.01% of portfolio
|
Q3 2023
Reduced 11.55%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
6,808
shares
|
$190,487
0.02% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
6,708
shares
|
$187,689
0.0% of portfolio
|
Q2 2024
Added 3.55%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
6,334
shares
|
$177,225
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
6,213
shares
|
$173,839
0.06% of portfolio
|
Q4 2022
Added 0.15%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
6,031
shares
|
$168,747
0.03% of portfolio
|
Q2 2020
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
5,964
shares
|
$166,872
0.0% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
5,885
shares
|
$164,662
0.0% of portfolio
|
Q1 2024
Added 0.02%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
5,759
shares
|
$161,136
0.0% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
5,600
shares
|
$156,688
0.02% of portfolio
|
Q3 2024
Reduced 60.05%
|
|
|
Omega Financial Group, LLC
|
Oct 07, 2024 Q3 2024 |
5,503
shares
|
$153,973
0.12% of portfolio
|
Q3 2024
Reduced 18.83%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
5,437
shares
|
$152,127
0.0% of portfolio
|
Q2 2024
Added 0.46%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
5,338
shares
|
$149,357
0.0% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
5,329
shares
|
$149,105
0.0% of portfolio
|
Q2 2024
Added 6.39%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
5,296
shares
|
$148,182
0.0% of portfolio
|
Q2 2024
Added 2.97%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
5,239
shares
|
$146,587
0.04% of portfolio
|
Q3 2024
Added 13.64%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
5,224
shares
|
$146,167
0.01% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
Aug 12, 2024 Q2 2024 |
5,190
shares
|
$145,216
0.11% of portfolio
|
Q2 2024
Reduced 1.39%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
4,919
shares
|
$137,633
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Jul 29, 2024 Q2 2024 |
4,856
shares
|
$135,870
0.01% of portfolio
|
Q2 2023
New holding
|