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 |
|---|---|---|---|---|---|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
11,349
shares
|
$330,369
0.01% of portfolio
|
Q3 2024
Reduced 8.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
11,131
shares
|
$324,023
0.0% of portfolio
|
Q4 2024
Added 65.89%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
10,983
shares
|
$319,715
0.01% of portfolio
|
Q3 2024
Added 106.1%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
10,516
shares
|
$306,120
0.0% of portfolio
|
Q3 2024
Added 93.42%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
10,497
shares
|
$305,567
0.0% of portfolio
|
Q4 2024
Added 86.98%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
10,447
shares
|
$304,112
0.01% of portfolio
|
Q4 2024
Added 99.98%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
10,192
shares
|
$296,689
0.01% of portfolio
|
Q4 2024
Added 95.44%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
9,949
shares
|
$289,615
0.04% of portfolio
|
Q4 2024
Added 89.9%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
9,564
shares
|
$278,408
0.0% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 13, 2024 Q3 2024 |
8,821
shares
|
$256,779
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Omega Financial Group, LLC
|
Jan 14, 2025 Q4 2024 |
8,809
shares
|
$256,429
0.09% of portfolio
|
Q4 2024
Added 60.08%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
8,714
shares
|
$253,664
0.0% of portfolio
|
Q3 2024
Added 25.04%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
8,634
shares
|
$251,335
0.06% of portfolio
|
Q3 2024
Added 19.02%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
8,505
shares
|
$247,580
0.0% of portfolio
|
Q3 2024
Added 6.98%
|
|
|
Bouchey Financial Group LTD
|
Feb 05, 2025 Q4 2024 |
8,378
shares
|
$243,883
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
8,377
shares
|
$243,854
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
8,342
shares
|
$242,835
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jan 27, 2025 Q4 2024 |
8,225
shares
|
$239,429
0.19% of portfolio
|
Q4 2024
Added 97.67%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
8,153
shares
|
$237,333
0.0% of portfolio
|
Q4 2024
Added 100.66%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jan 29, 2025 Q4 2024 |
8,000
shares
|
$232,880
0.13% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
8,000
shares
|
$232,880
0.02% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Alamar Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
7,956
shares
|
$231,599
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
7,919
shares
|
$230,522
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
7,719
shares
|
$224,700
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
7,522
shares
|
$218,965
0.0% of portfolio
|
Q3 2024
Added 0.13%
|